Markets
ETF Net Inflows Can Mask Concentrated Bitcoin Demand
Bitcoin ETF net inflows can conceal fund-level concentration. A $118.8M session shows why analysts should inspect creations, redemptions, and breadth.
Category
Markets
26 posts
Markets
SEC Crypto Custody Proposal Makes Availability a Control Test
The SEC’s proposed crypto custody rules make custodian availability a control test for advisers, with conditional self-custody and trust-company pathways.
Markets
Crypto Market Tape Measures Dispersion More Than Conviction
Crypto market data shows a quiet, uneven tape while banking and regulatory infrastructure moves from proposals toward implementation.
Markets
Tokenized Treasuries Are Becoming Settlement Infrastructure
Tokenized Treasury funds are moving beyond yield access toward collateral and settlement infrastructure. Here is what the data shows.
Research
NUPL Shows Bitcoin Has Recovered Hope Without Reaching Euphoria
Bitcoin NUPL is in the optimism range, but the metric still shows a market rebuilding confidence rather than pricing in euphoria.
Markets
Chainlink’s Divergence Makes a Soft Crypto Tape Harder to Read
Nine of ten major crypto assets fell while Chainlink rose 7.77%. A data-led read on breadth, concentration, and what one outlier means.
Markets
Rates and Liquidity Are Pulling Crypto in Opposite Directions
Rates and liquidity are sending mixed signals for crypto as Treasury support meets a firm yield curve. See the data and a worked example.
Markets
Crypto Infrastructure Is Shifting From Speed Claims to Measurable Finality
Crypto infrastructure is entering a measurement phase as Solana, Ethereum, and cross-chain systems turn speed and security into testable design choices.
Research
Market Cap Weighting Can Hide Crypto Concentration
A live crypto basket shows how market-cap weighting concentrates exposure and why explicit limits and rebalancing rules matter.
Markets
Institutional Crypto Flows Are Moving Into Market Plumbing
Institutional crypto flows are moving beyond ETF headlines into custody, tokenized securities, and measurable market infrastructure.
Markets
Stablecoins Are Becoming Market Structure
Stablecoins are moving from trading rails to regulated payments infrastructure. A data-led weekly crypto wrap with what to watch next.
Markets
Crypto Markets Rise While Policy and Infrastructure Advance on Separate Tracks
Crypto markets are broadly higher as U.S. policy work, custody infrastructure, and network upgrades advance at different speeds.