Blockchain Papers

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324 papersLast indexed Aug 31, 2026
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Nov 22, 2025·arXiv
0 cites
Partial multivariate transformer as a tool for cryptocurrencies time series prediction

Andrzej Tokajuk, Jarosław A. Chudziak

Forecasting cryptocurrency prices is hindered by extreme volatility and a methodological dilemma between information-scarce univariate models and noise-prone full-multivariate models. This paper investigates a partial-multivariate approach to balance this trade-off, hypothesizing that a strategic subset of features offers superior predictive power. We apply the Partial-Multivariate Transformer (PMformer) to forecast daily returns for BTCUSDT and ETHUSDT, benchmarking it against eleven classical and deep learning models. Our empirical results yield two primary contributions. First, we demonstrate that the partial-multivariate strategy achieves significant statistical accuracy, effectively balancing informative signals with noise. Second, we experiment and discuss an observable disconnect between this statistical performance and practical trading utility; lower prediction error did not consistently translate to higher financial returns in simulations. This finding challenges the reliance on traditional error metrics and highlights the need to develop evaluation criteria more aligned with real-world financial objectives.

Open access
q-fin.ST
cs.AI
cs.CE
Original source
Nov 19, 2025·arXiv
0 cites
HODL Strategy or Fantasy? 480 Million Crypto Market Simulations and the Macro-Sentiment Effect

Weikang Zhang, Alison Watts

Crypto enthusiasts claim that buying and holding crypto assets yields high returns, often citing Bitcoin's past performance to promote other tokens and fuel fear of missing out. However, understanding the real risk-return trade-off and what factors affect future crypto returns is crucial as crypto becomes increasingly accessible to retail investors through major brokerages. We examine the HODL strategy through two independent analyses. First, we implement 480 million Monte Carlo simulations across 378 non-stablecoin crypto assets, net of trading fees and the opportunity cost of 1-month Treasury bills, and find strong evidence of survivorship bias and extreme downside concentration. At the 2-3 year horizon, the median excess return is -28.4 percent, the 1 percent conditional value at risk indicates that tail scenarios wipe out principal after all costs, and only the top quartile achieves very large gains, with a mean excess return of 1,326.7 percent. These results challenge the HODL narrative: across a broad set of assets, simple buy-and-hold loads extreme downside risk onto most investors, and the miracles mostly belong to the luckiest quarter. Second, using a Bayesian multi-horizon local projection framework, we find that endogenous predictors based on realized risk-return metrics have economically negligible and unstable effects, while macro-finance factors, especially the 24-week exponential moving average of the Fear and Greed Index, display persistent long-horizon impacts and high cross-basket stability. Where significant, a one-standard-deviation sentiment shock reduces forward top-quartile mean excess returns by 15-22 percentage points and median returns by 6-10 percentage points over 1-3 year horizons, suggesting that macro-sentiment conditions, rather than realized return histories, are the dominant indicators for future outcomes.

Open access
q-fin.ST
econ.GN
q-fin.GN
Original source
Nov 9, 2025·arXiv (Cornell University)
0 cites
Bitcoin Forecasting with Classical Time Series Models on Prices and Volatility

Kareem, Anmar, Alexander Aue

This paper evaluates the performance of classical time series models in forecasting Bitcoin prices, focusing on ARIMA, SARIMA, GARCH, and EGARCH. Daily price data from 2010 to 2020 were analyzed, with models trained on the first 90 percent and tested on the final 10 percent. Forecast accuracy was assessed using MAE, RMSE, AIC, and BIC. The results show that ARIMA provided the strongest forecasts for short-run log-price dynamics, while EGARCH offered the best fit for volatility by capturing asymmetry in responses to shocks. These findings suggest that despite Bitcoin's extreme volatility, classical time series models remain valuable for short-run forecasting. The study contributes to understanding cryptocurrency predictability and sets the stage for future work integrating machine learning and macroeconomic variables.

Open access
2 source records
q-fin.ST
Blockchain Technology Applications and Security
Stock Market Forecasting Methods
Original source
Oct 13, 2025·Future Internet
5 cites
Multifractality and Its Sources in the Digital Currency Market

Stanisław Drożdż, Robert Kluszczyński, Jarosław Kwapień, Marcin Wątorek

Multifractality in time series analysis characterizes the presence of multiple scaling exponents, indicating heterogeneous temporal structures and complex dynamical behaviors beyond simple monofractal models. In the context of digital currency markets, multifractal properties arise due to the interplay of long-range temporal correlations and heavy-tailed distributions of returns, reflecting intricate market microstructure and trader interactions. Incorporating multifractal analysis into the modeling of cryptocurrency price dynamics enhances the understanding of market inefficiencies, may improve volatility forecasting and facilitate the detection of critical transitions or regime shifts. Based on the multifractal cross-correlation analysis (MFCCA) whose spacial case is the multifractal detrended fluctuation analysis (MFDFA), as the most commonly used practical tools for quantifying multifractality, in the present contribution a recently proposed method of disentangling sources of multifractality in time series was applied to the most representative instruments from the digital market. They include Bitcoin (BTC), Ethereum (ETH), decentralized exchanges (DEX) and non-fungible tokens (NFT). The results indicate the significant role of heavy tails in generating a broad multifractal spectrum. However, they also clearly demonstrate that the primary source of multifractality are temporal correlations in the series, and without them, multifractality fades out. It appears characteristic that these temporal correlations, to a large extent, do not depend on the thickness of the tails of the fluctuation distribution. These observations, made here in the context of the digital currency market, provide a further strong argument for the validity of the proposed methodology of disentangling sources of multifractality in time series.

Open access
2 source records
Complex Systems and Time Series Analysis
Theoretical and Computational Physics
Financial Risk and Volatility Modeling
Original source
Sep 22, 2025·Phys. Rev. E 112, 044309 (2025)
3 cites
Filtering amplitude dependence of correlation dynamics in complex systems: application to the cryptocurrency market

Marcin Wątorek, Marija Bezbradica, Martin Crane, Jarosław Kwapień · 5 authors

Based on the cryptocurrency market dynamics, this study presents a general methodology for analyzing evolving correlation structures in complex systems using the $q$-dependent detrended cross-correlation coefficient ρ(q,s). By extending traditional metrics, this approach captures correlations at varying fluctuation amplitudes and time scales. The method employs $q$-dependent minimum spanning trees ($q$MSTs) to visualize evolving network structures. Using minute-by-minute exchange rate data for 140 cryptocurrencies on Binance (Jan 2021-Oct 2024), a rolling window analysis reveals significant shifts in $q$MSTs, notably around April 2022 during the Terra/Luna crash. Initially centralized around Bitcoin (BTC), the network later decentralized, with Ethereum (ETH) and others gaining prominence. Spectral analysis confirms BTC's declining dominance and increased diversification among assets. A key finding is that medium-scale fluctuations exhibit stronger correlations than large-scale ones, with $q$MSTs based on the latter being more decentralized. Properly exploiting such facts may offer the possibility of a more flexible optimal portfolio construction. Distance metrics highlight that major disruptions amplify correlation differences, leading to fully decentralized structures during crashes. These results demonstrate $q$MSTs' effectiveness in uncovering fluctuation-dependent correlations, with potential applications beyond finance, including biology, social and other complex systems.

Open access
2 source records
q-fin.ST
cs.CE
econ.EM
Original source
Sep 14, 2025·arXiv (Cornell University)
0 cites
Quantum and Classical Machine Learning in Decentralized Finance: Comparative Evidence from Multi-Asset Backtesting of Automated Market Makers

Chen, Chi-Sheng, Aidan Hung-Wen Tsai

This study presents a comprehensive empirical comparison between quantum machine learning (QML) and classical machine learning (CML) approaches in Automated Market Makers (AMM) and Decentralized Finance (DeFi) trading strategies through extensive backtesting on 10 models across multiple cryptocurrency assets. Our analysis encompasses classical ML models (Random Forest, Gradient Boosting, Logistic Regression), pure quantum models (VQE Classifier, QNN, QSVM), hybrid quantum-classical models (QASA Hybrid, QASA Sequence, QuantumRWKV), and transformer models. The results demonstrate that hybrid quantum models achieve superior overall performance with 11.2\% average return and 1.42 average Sharpe ratio, while classical ML models show 9.8\% average return and 1.47 average Sharpe ratio. The QASA Sequence hybrid model achieves the highest individual return of 13.99\% with the best Sharpe ratio of 1.76, demonstrating the potential of quantum-classical hybrid approaches in AMM and DeFi trading strategies.

Open access
2 source records
Stock Market Forecasting Methods
Quantum Computing Algorithms and Architecture
Blockchain Technology Applications and Security
Original source
Sep 11, 2025·arXiv
0 cites
Bitcoin Price Forecasting Based on Hybrid Variational Mode Decomposition and Long Short Term Memory Network

Emmanuel Boadi

This study proposes a hybrid deep learning model for forecasting the price of Bitcoin, as the digital currency is known to exhibit frequent fluctuations. The models used are the Variational Mode Decomposition (VMD) and the Long Short-Term Memory (LSTM) network. First, VMD is used to decompose the original Bitcoin price series into Intrinsic Mode Functions (IMFs). Each IMF is then modeled using an LSTM network to capture temporal patterns more effectively. The individual forecasts from the IMFs are aggregated to produce the final prediction of the original Bitcoin Price Series. To determine the prediction power of the proposed hybrid model, a comparative analysis was conducted against the standard LSTM. The results confirmed that the hybrid VMD+LSTM model outperforms the standard LSTM across all the evaluation metrics, including RMSE, MAE and R2 and also provides a reliable 30-day forecast.

Open access
q-fin.ST
cs.LG
Original source
Sep 6, 2025·arXiv
0 cites
Adaptive Temporal Fusion Transformers for Cryptocurrency Price Prediction

Arash Peik, Mohammad Ali Zare Chahooki, Amin Milani Fard, Mehdi Agha Sarram

Precise short-term price prediction in the highly volatile cryptocurrency market is critical for informed trading strategies. Although Temporal Fusion Transformers (TFTs) have shown potential, their direct use often struggles in the face of the market's non-stationary nature and extreme volatility. This paper introduces an adaptive TFT modeling approach leveraging dynamic subseries lengths and pattern-based categorization to enhance short-term forecasting. We propose a novel segmentation method where subseries end at relative maxima, identified when the price increase from the preceding minimum surpasses a threshold, thus capturing significant upward movements, which act as key markers for the end of a growth phase, while potentially filtering the noise. Crucially, the fixed-length pattern ending each subseries determines the category assigned to the subsequent variable-length subseries, grouping typical market responses that follow similar preceding conditions. A distinct TFT model trained for each category is specialized in predicting the evolution of these subsequent subseries based on their initial steps after the preceding peak. Experimental results on ETH-USDT 10-minute data over a two-month test period demonstrate that our adaptive approach significantly outperforms baseline fixed-length TFT and LSTM models in prediction accuracy and simulated trading profitability. Our combination of adaptive segmentation and pattern-conditioned forecasting enables more robust and responsive cryptocurrency price prediction.

Open access
q-fin.ST
cs.CE
cs.LG
Original source
Aug 22, 2025·Digital Finance
1 cites
Sentiment-Aware Mean-Variance Portfolio Optimization for Cryptocurrencies

Qizhao Chen

Cryptocurrency markets are highly volatile and influenced by both price trends and market sentiment, making effective portfolio management challenging. This paper proposes a dynamic cryptocurrency portfolio strategy that integrates technical indicators and sentiment analysis to enhance investment decision-making. Market momentum is captured using the 14-day Relative Strength Index (RSI) and Simple Moving Average (SMA), while sentiment signals are extracted from news articles with VADER and further validated using the Google Gemini large language model. These signals are incorporated into expected return estimates and used in a constrained mean-variance optimization framework. Backtesting across multiple cryptocurrencies shows that the integrated approach outperforms traditional benchmarks, including momentum strategy, Bitcoin Long-Short strategy, and an equal-weighted portfolio, achieving stronger risk-adjusted returns and more consistent cumulative growth. Furthermore, comparing the sentiment-only and technical-only strategies shows that incorporating sentiment information alongside technical indicators can lead to more consistent performance gains. However, the strategies exhibit substantial drawdowns that coincide with known periods of market stress, indicating that additional risk-management components are required to improve stability.

Open access
2 source records
cs.CE
q-fin.ST
Blockchain Technology Applications and Security
Original source
Aug 21, 2025·arXiv
1 cites
Probabilistic Forecasting Cryptocurrencies Volatility: From Point to Quantile Forecasts

Grzegorz Dudek, Witold Orzeszko, Piotr Fiszeder

Cryptocurrency markets are characterized by ex-treme volatility, making accurate forecasts essential for effective risk management and informed trading strategies. Traditional deterministic (point) forecasting methods are inadequate for capturing the full spectrum of potential volatility outcomes, underscoring the importance of probabilistic approaches. To address this limitation, this paper introduces probabilistic fore-casting methods that leverage point forecasts from a wide range of base models, including statistical (HAR, GARCH, ARFIMA) and machine learning (e.g. LASSO, SVR, MLP, Random Forest, LSTM) algorithms, to estimate conditional quantiles of cryp-tocurrency realized variance. To the best of our knowledge, this is the first study in the literature to propose and systematically evaluate probabilistic forecasts of variance in cryptocurrency markets based on predictions derived from multiple base models. Our empirical results for Bitcoin demonstrate that the Quantile Estimation through Residual Simulation (QRS) method, partic-ularly when applied to linear base models operating on log-transformed realized volatility data, consistently outperforms more sophisticated alternatives. Additionally, we highlight the robustness of the probabilistic stacking framework, providing comprehensive insights into uncertainty and risk inherent in cryptocurrency volatility forecasting. This research fills a sig-nificant gap in the literature, contributing practical probabilistic forecasting methodologies tailored specifically to cryptocurrency markets.

Open access
2 source records
q-fin.ST
cs.AI
cs.LG
Original source
Aug 18, 2025·arXiv
0 cites
Enhancing Cryptocurrency Sentiment Analysis with Multimodal Features

Chenghao Liu, Aniket Mahanti, Ranesh Naha, Guanghao Wang · 5 authors

As cryptocurrencies gain popularity, the digital asset marketplace becomes increasingly significant. Understanding social media signals offers valuable insights into investor sentiment and market dynamics. Prior research has predominantly focused on text-based platforms such as Twitter. However, video content remains underexplored, despite potentially containing richer emotional and contextual sentiment that is not fully captured by text alone. In this study, we present a multimodal analysis comparing TikTok and Twitter sentiment, using large language models to extract insights from both video and text data. We investigate the dynamic dependencies and spillover effects between social media sentiment and cryptocurrency market indicators. Our results reveal that TikTok's video-based sentiment significantly influences speculative assets and short-term market trends, while Twitter's text-based sentiment aligns more closely with long-term dynamics. Notably, the integration of cross-platform sentiment signals improves forecasting accuracy by up to 20%.

Open access
cs.CL
q-fin.ST
Original source
Aug 14, 2025·arXiv
0 cites
Dynamic Skewness in Stochastic Volatility Models: A Penalized Prior Approach

Bruno E. Holtz, Ricardo S. Ehlers, Adriano K. Suzuki, Francisco Louzada

Financial time series often exhibit skewness and heavy tails, making it essential to use models that incorporate these characteristics to ensure greater reliability in the results. Furthermore, allowing temporal variation in the skewness parameter can bring significant gains in the analysis of this type of series. However, for more robustness, it is crucial to develop models that balance flexibility and parsimony. In this paper, we propose dynamic skewness stochastic volatility models in the SMSN family (DynSSV-SMSN), using priors that penalize model complexity. Parameter estimation was carried out using the Hamiltonian Monte Carlo (HMC) method via the \texttt{RStan} package. Simulation results demonstrated that penalizing priors present superior performance in several scenarios compared to the classical choices. In the empirical application to returns of cryptocurrencies, models with heavy tails and dynamic skewness provided a better fit to the data according to the DIC, WAIC, and LOO-CV information criteria.

Open access
q-fin.ST
stat.AP
Original source
Aug 6, 2025·HAL (Le Centre pour la Communication Scientifique Directe)
0 cites
Universal Patterns in the Blockchain: Analysis of EOAs and Smart Contracts in ERC20 Token Networks

Kundan Mukhia, SR Luwang, Md. Nurujjaman, Tanujit Chakraborty · 6 authors

Scaling laws offer a powerful lens to understand complex transactional behaviors in decentralized systems. This study reveals distinctive statistical signatures in the transactional dynamics of ERC20 tokens on the Ethereum blockchain by examining over 44 million token transfers between July 2017 and March 2018 (9-month period). Transactions are categorized into four types: EOA--EOA, EOA--SC, SC-EOA, and SC-SC based on whether the interacting addresses are Externally Owned Accounts (EOAs) or Smart Contracts (SCs), and analyzed across three equal periods (each of 3 months). To identify universal statistical patterns, we investigate the presence of two canonical scaling laws: power law distributions and temporal Taylor's law (TL). EOA-driven transactions exhibit consistent statistical behavior, including a near-linear relationship between trade volume and unique partners with stable power law exponents ($γ\approx 2.3$), and adherence to TL with scaling coefficients ($β\approx 2.3$). In contrast, interactions involving SCs, especially SC-SC, exhibit sublinear scaling, unstable power-law exponents, and significantly fluctuating Taylor coefficients (variation in $β$ to be $Δβ= 0.51$). Moreover, SC-driven activity displays heavier-tailed distributions ($γ< 2$), indicating bursty and algorithm-driven activity. These findings reveal the characteristic differences between human-controlled and automated transaction behaviors in blockchain ecosystems. By uncovering universal scaling behaviors through the integration of complex systems theory and blockchain data analytics, this work provides a principled framework for understanding the underlying mechanisms of decentralized financial systems.

Open access
2 source records
q-fin.ST
cs.SI
physics.soc-ph
Original source
Aug 3, 2025·arXiv
0 cites
Time-Varying Factor-Augmented Models for Volatility Forecasting

Duo Zhang, Jiayu Li, Junyi Mo, Elynn Chen

Accurate volatility forecasts are vital in modern finance for risk management, portfolio allocation, and strategic decision-making. However, existing methods face key limitations. Fully multivariate models, while comprehensive, are computationally infeasible for realistic portfolios. Factor models, though efficient, primarily use static factor loadings, failing to capture evolving volatility co-movements when they are most critical. To address these limitations, we propose a novel, model-agnostic Factor-Augmented Volatility Forecast framework. Our approach employs a time-varying factor model to extract a compact set of dynamic, cross-sectional factors from realized volatilities with minimal computational cost. These factors are then integrated into both statistical and AI-based forecasting models, enabling a unified system that jointly models asset-specific dynamics and evolving market-wide co-movements. Our framework demonstrates strong performance across two prominent asset classes-large-cap U.S. technology equities and major cryptocurrencies-over both short-term (1-day) and medium-term (7-day) horizons. Using a suite of linear and non-linear AI-driven models, we consistently observe substantial improvements in predictive accuracy and economic value. Notably, a practical pairs-trading strategy built on our forecasts delivers superior risk-adjusted returns and profitability, particularly under adverse market conditions.

Open access
q-fin.ST
q-fin.MF
Original source
Aug 3, 2025·arXiv
0 cites
CTBench: Cryptocurrency Time Series Generation Benchmark

Yihao Ang, Qiang Wang, Qiang Huang, Yifan Bao · 8 authors

Synthetic time series are essential tools for data augmentation, stress testing, and algorithmic prototyping in quantitative finance. However, in cryptocurrency markets, characterized by 24/7 trading, extreme volatility, and rapid regime shifts, existing Time Series Generation (TSG) methods and benchmarks often fall short, jeopardizing practical utility. Most prior work (1) targets non-financial or traditional financial domains, (2) focuses narrowly on classification and forecasting while neglecting crypto-specific complexities, and (3) lacks critical financial evaluations, particularly for trading applications. To address these gaps, we introduce \textsf{CTBench}, the first comprehensive TSG benchmark tailored for the cryptocurrency domain. \textsf{CTBench} curates an open-source dataset from 452 tokens and evaluates TSG models across 13 metrics spanning 5 key dimensions: forecasting accuracy, rank fidelity, trading performance, risk assessment, and computational efficiency. A key innovation is a dual-task evaluation framework: (1) the \emph{Predictive Utility} task measures how well synthetic data preserves temporal and cross-sectional patterns for forecasting, while (2) the \emph{Statistical Arbitrage} task assesses whether reconstructed series support mean-reverting signals for trading. We benchmark eight representative models from five methodological families over four distinct market regimes, uncovering trade-offs between statistical fidelity and real-world profitability. Notably, \textsf{CTBench} offers model ranking analysis and actionable guidance for selecting and deploying TSG models in crypto analytics and strategy development.

Open access
q-fin.ST
cs.AI
cs.CE
Original source
Jul 31, 2025·arXiv
0 cites
Complexity of Financial Time Series: Multifractal and Multiscale Entropy Analyses

Oday Masoudi, Farhad Shahbazi, Mohammad Sharifi

We employed Multifractal Detrended Fluctuation Analysis (MF-DFA) and Refined Composite Multiscale Sample Entropy (RCMSE) to investigate the complexity of Bitcoin, GBP/USD, gold, and natural gas price log-return time series. This study provides a comparative analysis of these markets and offers insights into their predictability and associated risks. Each tool presents a unique method to quantify time series complexity. The RCMSE and MF-DFA methods demonstrate a higher complexity for the Bitcoin time series than others. It is discussed that the increased complexity of Bitcoin may be attributable to the presence of higher nonlinear correlations within its log-return time series.

Open access
q-fin.ST
physics.data-an
Original source
Jul 22, 2025·arXiv
0 cites
Benchmarking Classical and Quantum Models for DeFi Yield Prediction on Curve Finance

Chi-Sheng Chen, Aidan Hung-Wen Tsai

The rise of decentralized finance (DeFi) has created a growing demand for accurate yield and performance forecasting to guide liquidity allocation strategies. In this study, we benchmark six models, XGBoost, Random Forest, LSTM, Transformer, quantum neural networks (QNN), and quantum support vector machines with quantum feature maps (QSVM-QNN), on one year of historical data from 28 Curve Finance pools. We evaluate model performance on test MAE, RMSE, and directional accuracy. Our results show that classical ensemble models, particularly XGBoost and Random Forest, consistently outperform both deep learning and quantum models. XGBoost achieves the highest directional accuracy (71.57%) with a test MAE of 1.80, while Random Forest attains the lowest test MAE of 1.77 and 71.36% accuracy. In contrast, quantum models underperform with directional accuracy below 50% and higher errors, highlighting current limitations in applying quantum machine learning to real-world DeFi time series data. This work offers a reproducible benchmark and practical insights into model suitability for DeFi applications, emphasizing the robustness of classical methods over emerging quantum approaches in this domain.

Open access
q-fin.ST
cs.LG
q-fin.TR
Original source
Jul 7, 2025·arXiv (Cornell University)
0 cites
FinSurvival: A Suite of Large Scale Survival Modeling Tasks from Finance

Aaron Green, Nie, Zihan, Qin, Hanzhen, Oshani Seneviratne · 5 authors

Survival modeling predicts the time until an event occurs and is widely used in risk analysis; for example, it's used in medicine to predict the survival of a patient based on censored data. There is a need for large-scale, realistic, and freely available datasets for benchmarking artificial intelligence (AI) survival models. In this paper, we derive a suite of 16 survival modeling tasks from publicly available transaction data generated by lending of cryptocurrencies in Decentralized Finance (DeFi). Each task was constructed using an automated pipeline based on choices of index and outcome events. For example, the model predicts the time from when a user borrows cryptocurrency coins (index event) until their first repayment (outcome event). We formulate a survival benchmark consisting of a suite of 16 survival-time prediction tasks (FinSurvival). We also automatically create 16 corresponding classification problems for each task by thresholding the survival time using the restricted mean survival time. With over 7.5 million records, FinSurvival provides a suite of realistic financial modeling tasks that will spur future AI survival modeling research. Our evaluation indicated that these are challenging tasks that are not well addressed by existing methods. FinSurvival enables the evaluation of AI survival models applicable to traditional finance, industry, medicine, and commerce, which is currently hindered by the lack of large public datasets. Our benchmark demonstrates how AI models could assess opportunities and risks in DeFi. In the future, the FinSurvival benchmark pipeline can be used to create new benchmarks by incorporating more DeFi transactions and protocols as the use of cryptocurrency grows.

Open access
2 source records
q-fin.ST
cs.LG
Blockchain Technology Applications and Security
Original source
Jul 1, 2025·arXiv
0 cites
Pathwise Roughness of Bitcoin Realized Volatility: Stability Across Time, Sampling, and Volatility Measures

Milan Pontiggia

This paper examines whether Bitcoin realized volatility admits a measurable pathwise roughness index and how stable that estimate is across time and measurement designs. Using one-minute BTC/USD close prices from Bitstamp between 2017 and 2024, realized-volatility paths are constructed at 1-, 5-, 10-, and 15-minute frequencies and evaluated with the model-free normalized p-variation estimator of Cont and Das (2024). A unique root is obtained in 341 of 380 rolling 90-day window-frequency configurations, or 89.7 percent, and in 113 of 128 non-overlapping configurations, or 88.3 percent. Conditional rolling medians of the roughness estimate are 0.054, 0.065, 0.086, and 0.080 at the four respective frequencies, and all finite estimates from the temporal, window-length, and jump-robust analyses are below 1/2. Root availability and estimate magnitude nevertheless vary across periods and measurement procedures. Truncation affects root availability primarily at one minute, while bipower variation yields a unique root in 20 of 24 eligible fixed-window configurations. In the eight five-minute fixed-window samples, comparisons with iterative amplitude-adjusted Fourier transform surrogates identify excess MF-DFA width in three samples and excess log-moment curvature in one. Bitcoin realized volatility therefore generally admits a low pathwise roughness estimate, but that estimate is not invariant to time or measurement design. The results concern observed realized volatility and do not directly identify the roughness of latent spot volatility.

Open access
q-fin.ST
q-fin.MF
Original source
Jun 26, 2025·arXiv
0 cites
Comparing Bitcoin and Ethereum tail behavior via Q-Q analysis of cryptocurrency returns

A. H. Nzokem

The cryptocurrency market presents both significant investment opportunities and higher risks relative to traditional financial assets. This study examines the tail behavior of daily returns for two leading cryptocurrencies, Bitcoin and Ethereum, using seven-parameter estimates from prior research, which applied the Generalized Tempered Stable (GTS) distribution. Quantile-quantile (Q-Q) plots against the Normal distribution reveal that both assets exhibit heavy-tailed return distributions. However, Ethereum consistently shows a greater frequency of extreme values than would be expected under its Bitcoin-modeled counterpart, indicating more pronounced tail risk.

Open access
q-fin.ST
math.PR
Original source
Jun 26, 2025·Proceedings of Workshops at the 50th International Conference on Very Large Data Bases, {VLDB} 2024, Guangzhou, China, August 26-30, 2024
0 cites
From On-chain to Macro: Assessing the Importance of Data Source Diversity in Cryptocurrency Market Forecasting

Giorgos Demosthenous, Chryssis Georgiou, Eliada Polydorou

This study investigates the impact of data source diversity on the performance of cryptocurrency forecasting models by integrating various data categories, including technical indicators, on-chain metrics, sentiment and interest metrics, traditional market indices, and macroeconomic indicators. We introduce the Crypto100 index, representing the top 100 cryptocurrencies by market capitalization, and propose a novel feature reduction algorithm to identify the most impactful and resilient features from diverse data sources. Our comprehensive experiments demonstrate that data source diversity significantly enhances the predictive performance of forecasting models across different time horizons. Key findings include the paramount importance of on-chain metrics for both short-term and long-term predictions, the growing relevance of traditional market indices and macroeconomic indicators for longer-term forecasts, and substantial improvements in model accuracy when diverse data sources are utilized. These insights help demystify the short-term and long-term driving factors of the cryptocurrency market and lay the groundwork for developing more accurate and resilient forecasting models.

Open access
q-fin.PM
cs.AI
cs.ET
Original source
May 22, 2025·arXiv
0 cites
Enhancing Meme Token Market Transparency: A Multi-Dimensional Entity-Linked Address Analysis for Liquidity Risk Evaluation

Qiangqiang Liu, Qian Huang, Frank Fan, Haishan Wu · 5 authors

Meme tokens represent a distinctive asset class within the cryptocurrency ecosystem, characterized by high community engagement, significant market volatility, and heightened vulnerability to market manipulation. This paper introduces an innovative approach to assessing liquidity risk in meme token markets using entity-linked address identification techniques. We propose a multi-dimensional method integrating fund flow analysis, behavioral similarity, and anomalous transaction detection to identify related addresses. We develop a comprehensive set of liquidity risk indicators tailored for meme tokens, covering token distribution, trading activity, and liquidity metrics. Empirical analysis of tokens like BabyBonk, NMT, and BonkFork validates our approach, revealing significant disparities between apparent and actual liquidity in meme token markets. The findings of this study provide significant empirical evidence for market participants and regulatory authorities, laying a theoretical foundation for building a more transparent and robust meme token ecosystem.

Open access
q-fin.ST
cs.CR
Original source
May 20, 2025·arXiv
0 cites
Cryptocurrencies in the Balance Sheet: Insights from (Micro)Strategy -- Bitcoin Interactions

Sabrina Aufiero, Antonio Briola, Tesfaye Salarin, Fabio Caccioli · 6 authors

This paper investigates the evolving link between cryptocurrency and equity markets in the context of the recent wave of corporate Bitcoin (BTC) treasury strategies. We assemble a dataset of 39 publicly listed firms holding BTC, from their first acquisition through April 2025. Using daily logarithmic returns, we first document significant positive co-movements via Pearson correlations and single factor model regressions, discovering an average BTC beta of 0.62, and isolating 12 companies, including Strategy (formerly MicroStrategy, MSTR), exhibiting a beta exceeding 1. We then classify firms into three groups reflecting their exposure to BTC, liquidity, and return co-movements. We use transfer entropy (TE) to capture the direction of information flow over time. Transfer entropy analysis consistently identifies BTC as the dominant information driver, with brief, announcement-driven feedback from stocks to BTC during major financial events. Our results highlight the critical need for dynamic hedging ratios that adapt to shifting information flows. These findings provide important insights for investors and managers regarding risk management and portfolio diversification in a period of growing integration of digital assets into corporate treasuries.

Open access
q-fin.GN
cs.IT
q-fin.ST
Original source
May 19, 2025·arXiv
0 cites
Hierarchical Representations for Evolving Acyclic Vector Autoregressions (HEAVe)

Cameron Cornell, Lewis Mitchell, Matthew Roughan

Causal networks offer an intuitive framework to understand influence structures within time series systems. However, the presence of cycles can obscure dynamic relationships and hinder hierarchical analysis. These networks are typically identified through multivariate predictive modelling, but enforcing acyclic constraints significantly increases computational and analytical complexity. Despite recent advances, there remains a lack of simple, flexible approaches that are easily tailorable to specific problem instances. We propose an evolutionary approach to fitting acyclic vector autoregressive processes and introduces a novel hierarchical representation that directly models structural elements within a time series system. On simulated datasets, our model retains most of the predictive accuracy of unconstrained models and outperforms permutation-based alternatives. When applied to a dataset of 100 cryptocurrency return series, our method generates acyclic causal networks capturing key structural properties of the unconstrained model. The acyclic networks are approximately sub-graphs of the unconstrained networks, and most of the removed links originate from low-influence nodes. Given the high levels of feature preservation, we conclude that this cryptocurrency price system functions largely hierarchically. Our findings demonstrate a flexible, intuitive approach for identifying hierarchical causal networks in time series systems, with broad applications to fields like econometrics and social network analysis.

Open access
q-fin.ST
cs.NE
Original source