Blockchain Papers

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271 papersLast indexed Aug 31, 2026
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Jan 1, 2023¡SSRN Electronic Journal
12 cites
Interest Rate Parity in Decentralized Finance

Amit Chaudhary, Roman Kozhan, Ganesh Viswanath-Natraj

This paper studies determinants of interest rates on Decentralized lending protocols. Using transaction level data, we show these protocols are being used to make long or short leveraged positions in the cryptocurrency market. We identify a significant relationship between the interest rate differential and the perpetual futures premium for the ETH/USDT market. However, the link is economically weak, indicating that the speculative beliefs in the two markets are only weakly correlated and that the markets are segmented. Arbitrage across the two markets is ineffective due to wide no-arbitrage bounds, which are governed by high trading costs, gas fees, and price impacts.

Open access
2 source records
Economic theories and models
Banking stability, regulation, efficiency
Stochastic processes and financial applications
Original source
Nov 29, 2022¡arXiv (Cornell University)
1 cites
Mechanism of information transmission from a spot rate market to crypto-asset markets

Takeshi Yoshihara, Taisei Kaizoji

We applied the SVAR-LiNGAM to illustrate the causal relationships between the spot exchange rate, and three crypto-asset exchange rates, Bitcoin, Ethereum, and Ripple. It was notable that the causal order, the EUR_USD spot rate->Bitcoin->Ethereum->Ripple, was obtained by this approach. All the instantaneous effects were strongly positive. Moreover, it was notable that Bitcoin can influence the EUR_USD spot rate positively with a one-day time lag.

Open access
2 source records
q-fin.ST
Complex Systems and Time Series Analysis
Stochastic processes and financial applications
Original source
Sep 13, 2022¡Alexandria Engineering Journal
3 cites
Analysis of cryptocurrency exchange rates vs USA dollars using a new Dagum model

Yongjing Wang, Zubair Ahmad, Faridoon Khan, Dalia Kamal Alnagar ¡ 7 authors

This paper offers the introduction of a new updated form of the Dagum distribution. The new updated form of the Dagum model is called a novel generalized-Dagum distribution. The proposed novel generalized-Dagum distribution is a prominent updated form of the Dagum model with a single additional/extra parameter. The novel generalized-Dagum model is produced by mixing the Dagum distribution with the novel generalized-M distributions approach. The heavy-tailed properties of the novel generalized-Dagum model are obtained. The derivation of the estimators and a simulation study of the novel generalized-Dagum distribution are also provided. Finally, the novel generalized-Dagum model is illustrated by analyzing two real-life data sets related to the financial sector. The first data set represents the Bitcoin exchange rates vs the United States dollars. Whereas, the second data set represents the Ethereum exchange rates vs the United States dollars. Using the Bitcoin and Ethereum exchange rates data sets, the fitting power of the novel generalized-Dagum model is compared with the transmuted Dagum distribution and a new modified Dagum distribution.

Open access
Statistical Distribution Estimation and Applications
Financial Risk and Volatility Modeling
Stochastic processes and financial applications
Original source
Sep 5, 2022¡Quantitative Finance
20 cites
Bitcoin: jumps, convenience yields, and option prices

Jimmy E. Hilliard, Julie T.D. Ngo

We investigate Bitcoin pricing characteristics and find evidence of jumps and positive convenience yield. We develop a theoretical jump diffusion model for options on spots and use simulations to evaluate non-linear parameter estimates. Data from the Deribit exchange is used to compare the performance of the jump diffusion models with Practitioner Black–Scholes models. Using Diebold–Marino statistics and standard error metrics, we find that the jump diffusion models significantly outperform Practitioner Black–Scholes models. We conclude that Bitcoin behaves more like a commodity than a currency.

Open access
Blockchain Technology Applications and Security
Stochastic processes and financial applications
Complex Systems and Time Series Analysis
Original source
Jul 6, 2022¡Quantitative Finance
1 cites
Unbiasing and robustifying implied volatility calibration in a cryptocurrency market with large bid-ask spreads and missing quotes

Mnacho Echenim, Emmanuel Gobet, Anne-Claire Maurice

We design a novel calibration procedure that is designed to handle the specific characteristics of options on cryptocurrency markets, namely large bid-ask spreads and the possibility of missing or incoherent prices in the considered data sets. We show that this calibration procedure is significantly more robust and accurate than the standard one based on trade and mid-prices.

Open access
2 source records
q-fin.PR
stat.ME
Stochastic processes and financial applications
Original source
May 11, 2022¡Pacific-Basin Finance Journal
21 cites
Leverage effect in cryptocurrency markets

Jing‐Zhi Huang, Jun Ni, Li Xu

No abstract is available for this record.

2 source records
Stochastic processes and financial applications
Complex Systems and Time Series Analysis
Financial Risk and Volatility Modeling
Original source
Jan 1, 2022¡SSRN Electronic Journal
0 cites
Bitcoin Has Thin Tails: Modelling Bitcoin Options With Damped Black-Scholes

Jonathan Reiter

We examine the distribution of realized Bitcoin daily log-returns and find significantly-thin tails. From there we construct a simple connection back to traditional volatility modelling. And then we discuss how this connection can serve as a foundation to leverage existing derivative quant research to explore cryptocurrency market dynamics. These results also suggest a connection between cryptocurrency exchange structure and trading dynamics.

Open access
2 source records
Stochastic processes and financial applications
Blockchain Technology Applications and Security
Economic theories and models
Original source
Jan 1, 2022¡Asian Journal of Research in Banking and Finance
1 cites
Estimating the volatility of cryptocurrencies by employing garch models

P. Saranya

The crypto market is growing rapidly in the post pandemic era. It is expected to grow at a rate 12% compounding per annum in the near future. There is a shift in investors’ interest towards crypto currencies has gained greater significance, Young India investors are keen in exploring newer investment avenues such as Bitcoin, Ethereum, Polygon, etc., which can provide them diversified returns. In India more than 15 million retail investors are currently trading with these digital currencies. The present study aims at examining the volatility in the crypto currencies market with the help of GARCH family models. The most powerful currency the Bitcoin and other currencies like Ethereum and Cardano were considered as samples to understand the volatility in the markets.

Blockchain Technology Applications and Security
Complex Systems and Time Series Analysis
Stochastic processes and financial applications
Original source
Jan 1, 2022¡SSRN Electronic Journal
2 cites
DLT Options for CBDC

Sky Guo, Joseph Kreitem, Thomas Moser

No abstract is available for this record.

Open access
Stochastic processes and financial applications
Advanced Data Storage Technologies
Distributed and Parallel Computing Systems
Original source
Jan 1, 2022¡SSRN Electronic Journal
1 cites
Forecasting Bitcoin

Chen Jian, Michael P. Clements, Andrew Urquhart

No abstract is available for this record.

Open access
Complex Systems and Time Series Analysis
Stochastic processes and financial applications
Financial Risk and Volatility Modeling
Original source
Jan 1, 2022¡arXiv (Cornell University)
0 cites
Zero-Knowledge Optimal Monetary Policy under Stochastic Dominance

David Cerezo SĂĄnchez

Optimal simple rules for the monetary policy of the first stochastically dominant crypto-currency are derived in a Dynamic Stochastic General Equilibrium (DSGE) model, in order to provide optimal responses to changes in inflation, output, and other sources of uncertainty. The optimal monetary policy stochastically dominates all the previous crypto-currencies, thus the efficient portfolio is to go long on the stochastically dominant crypto-currency: a strategy-proof arbitrage featuring a higher Omega ratio with higher expected returns, inducing an investment-efficient Nash equilibrium over the crypto-market. Zero-knowledge proofs of the monetary policy are committed on the blockchain: an implementation is provided.

Open access
3 source records
cs.CR
cs.CE
econ.GN
Original source
Jan 1, 2022¡Risks
5 cites
Pricing Kernels and Risk Premia implied in Bitcoin Options

Julian Winkel, Wolfgang Karl Härdle

Bitcoin Pricing Kernels (PKs) are estimated using a novel data set from Deribit, the leading Bitcoin options exchange. The PKs, as the ratio between risk-neutral and physical density, dynamically reflect the change in investor preferences. Thus, the PKs improve the understanding of investor expectations and risk premiums in a new asset class. Bootstrap-based confidence bands are estimated in order to validate the results. Investors are heterogeneous in their risk profiles and preferences with respect to volatility and investment horizon. The empirical PKs turn out to be U-shaped for short-dated instruments and W-shaped for long-dated instruments. We find that investors are willing to pay a substantial risk premium to insure themselves against short-term price movements. The risk premium is smaller for longer-dated instruments and their traders are risk averse. The shape of the empirical PKs reveals the existence of a time-varying risk premium. The similarity between the shape of empirical PKs for Bitcoin and other markets that represent aggregate wealth shows that Bitcoin is becoming an established asset class.

Open access
3 source records
Stochastic processes and financial applications
Complex Systems and Time Series Analysis
Financial Markets and Investment Strategies
Original source
Jan 1, 2022¡Quantitative Finance
18 cites
Weighted variance swaps hedge against impermanent loss

Masaaki Fukasawa, Basile Maire, Marcus Wunsch

Impermanent Loss in Decentralized Finance can be hedged with weighted variance swaps

Open access
2 source records
Banking stability, regulation, efficiency
Insurance and Financial Risk Management
Financial Markets and Investment Strategies
Original source
Jan 1, 2022¡Quantitative Finance
18 cites
Delta hedging bitcoin options with a smile

Carol Alexander, Arben Imeraj

We analyse robust dynamic delta hedging of bitcoin options using a set of smile-implied and other smile-adjusted deltas that are either model-free, in the sense that they are the same for every scale-invariant stochastic and/or local volatility model, or they are based on simple regime-dependent parameterisations of local volatility. These deltas are popular with option market makers in traditional assets because they are very easy to implement. Previous empirical research on dynamic delta hedging is based solely on equity index options, but analysis of our unique data on hourly historical bitcoin option prices reveals that bitcoin implied volatility curves behave very differently from those of equity index options. For call and put options with a wide range of moneyness and with synthetic constant maturities of 10, 20 and 30 days, we compare the dynamic hedging performance of different smile-adjusted deltas over two one-year periods. We also examine the use of the perpetual contract rather than the standard futures as hedging instrument because the basis risk for the perpetual is very much smaller than it is for calendar futures. Results are presented as testable statistics of hedging error variance ratios. In certain periods the use of smile-implied hedge ratios can significantly out-perform the simple Black–Scholes delta hedge, especially when using the perpetual swap as hedging instrument, where efficiency gains can exceed 30% for out-of-the-money puts, and reach an average of 15% when hedging short-term out-of-the money calls during periods when the implied volatility curve slopes upwards. The advantage of using the perpetual contract is especially evident during 2021, for the longer-term contracts for which the basis is still rather large.

Open access
2 source records
Stochastic processes and financial applications
Market Dynamics and Volatility
Financial Risk and Volatility Modeling
Original source
Jan 1, 2022¡Journal of Forecasting
38 cites
A comparison of methods for forecasting value at risk and expected shortfall of cryptocurrencies

Carlos TrucĂ­os, James W. Taylor

Abstract Several procedures to forecast daily risk measures in cryptocurrency markets have been recently implemented in the literature. Among them, long‐memory processes, procedures taking into account the presence of extreme observations, procedures that include more than a single regime, and quantile regression‐based models have performed substantially better than standard methods in terms of forecasting risk measures. Those procedures are revisited in this paper, and their value at risk and expected shortfall forecasting performance are evaluated using recent Bitcoin and Ethereum data that include periods of turbulence due to the COVID‐19 pandemic, the third halving of Bitcoin, and the Lexia class action. Additionally, in order to mitigate the influence of model misspecification and enhance the forecasting performance obtained by individual models, we evaluate the use of several forecast combining strategies. Our results, based on a comprehensive backtesting exercise, reveal that, for Bitcoin, there is no single procedure outperforming all other models, but for Ethereum, there is evidence showing that the GAS model is a suitable alternative for forecasting both risk measures. We found that the combining methods were not able to outperform the better of the individual models.

Open access
2 source records
Financial Risk and Volatility Modeling
Market Dynamics and Volatility
Complex Systems and Time Series Analysis
Original source
Jan 1, 2022¡Mathematical Finance
3 cites
Trading under the proof‐of‐stake protocol – A continuous‐time control approach

Wenpin Tang, David Yao

Abstract We develop a continuous‐time control approach to optimal trading in a Proof‐of‐Stake (PoS) blockchain, formulated as a consumption‐investment problem that aims to strike the optimal balance between a participant's (or agent's) utility from holding/trading stakes and utility from consumption. We present solutions via dynamic programming and the Hamilton–Jacobi–Bellman (HJB) equations. When the utility functions are linear or convex, we derive close‐form solutions and show that the bang‐bang strategy is optimal (i.e., always buy or sell at full capacity). Furthermore, we bring out the explicit connection between the rate of return in trading/holding stakes and the participant's risk‐adjusted valuation of the stakes. In particular, we show when a participant is risk‐neutral or risk‐seeking, corresponding to the risk‐adjusted valuation being a martingale or a sub‐martingale, the optimal strategy must be to either buy all the time, sell all the time, or first buy then sell, and with both buying and selling executed at full capacity. We also propose a risk‐control version of the consumption‐investment problem; and for a special case, the “stake‐parity” problem, we show a mean‐reverting strategy is optimal.

Open access
5 source records
Blockchain Technology Applications and Security
Supply Chain and Inventory Management
Economic theories and models
Original source
Jan 1, 2022¡SSRN Electronic Journal
1 cites
Positive Risk-Free Interest Rates in Decentralized Finance

Ben Charoenwong, Robert M. Kirby, Jonathan Reiter

Decentralized Finance (DeFi) aims to use advancements in both computation and cryptography to tackle standard economic problems. It must, therefore, operate within the intersection of constraints required by both the computer science and economic domains. We explore a foundational question at the junction of those fields: is it possible to synthesize variable market-clearing risk-free yield for native tokens via smart contracts? We show using a stylized model representing a large class of existing decentralized consensus algorithms that this is not possible. This places strong bounds on what decentralized financial products can be built and constrains the shape of future developments in DeFi. Among other limitations, our results reveal that markets in DeFi are incomplete.

Open access
2 source records
Economic theories and models
Banking stability, regulation, efficiency
Stochastic processes and financial applications
Original source
Dec 1, 2021¡Journal of digital banking.
0 cites
Unregulated digital exchanges as bottleneck

Mattia L. Rattaggi, Luca Schenk

Since the creation of Bitcoin in 2009, digital exchanges have demonstrated that global, 24/7 and disintermediated trading is possible. By trading digital currencies, they have grown to a size impossible to ignore. To allow digital exchanges to enter the multitrillion market of securities trading and business, technology and regulators need to work hand in hand. Together, they are in a position to solve the challenges of a steep learning curve and build an efficient, convenient and, most importantly, trustable environment that can protect investors. Regulators face the challenge of channelling the path but are potentially also among the biggest beneficiaries of the inevitable transition from traditional stock exchanges to digital asset exchanges, since compliance may be ensured by design. While ensuring personal data protection and jurisdiction particularities, global standardisation and distributed ledger technology (DLT) can effectively forestall trading errors and market abuse instead of leaving them to be discovered. To generate the necessary trust for market participants to adopt, digital exchanges will have to be regulated, licensed and supervised in the same way that traditional stock exchanges are today, while safeguarding and leveraging the technological benefits that DLT carry.

Stochastic processes and financial applications
Economic theories and models
Original source
Oct 13, 2021¡Mathematics
25 cites
Detecting Jump Risk and Jump-Diffusion Model for Bitcoin Options Pricing and Hedging

Kuo‐Shing Chen, Yu‐Chuan Huang

In this paper, we conduct a fast calibration in the jump-diffusion model to capture the Bitcoin price dynamics, as well as the behavior of some components affecting the price itself, such as the risk of pitfalls and its ambiguous effect on the evolution of Bitcoin’s price. In addition, in our study of the Bitcoin option pricing, we find that the inclusion of jumps in returns and volatilities are significant in the historical time series of Bitcoin prices. The benefits of incorporating these jumps flow over into option pricing, as well as adequately capture the volatility smile in option prices. To the best of our knowledge, this is the first work to analyze the phenomenon of price jump risk and to interpret Bitcoin option valuation as “exceptionally ambiguous”. Crucially, using hedging options for the Bitcoin market, we also prove some important properties: Bitcoin options follow a convex, but not strictly convex function. This property provides adequate risk assessment for convex risk measure.

Open access
Stochastic processes and financial applications
Complex Systems and Time Series Analysis
Financial Risk and Volatility Modeling
Original source