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The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
The Path to DeFi’s ETF Moment: The Rise of Morpho, Curators, and Mullets The state of DeFi today suggests...ETF....ETF assets. More recently, we in crypto have felt the ETF effect too. ...Since launching in January 2024, U.S. spot Bitcoin ETFs have attracted over $92B in AUM, now holding...
26 Min
DeFi
Apr 2025
An Ode To Bitcoin
Later in life, Bitcoin was deemed the future of finance. Today, Bitcoin is digital gold....flips Amazon At $107,280 Bitcoin flips Google At $156,700 Bitcoin flips Microsoft At $170,900 Bitcoin...iShares Bitcoin ETF (IBIT) has now surpassed iShares Gold ETF (IAU) in assets… Did this in 10mos....Bitcoin offers a life raft.
12 Min
Other
Dec 2024
Kraken Announces stocks and ETF trading with zero commissions
Announced this morning: https://x.com/krakenfx/status/1911770230163898541 Kraken is now offering over 11,000 stocks and ETFs: https://www.kraken.com/stocks Signals a shift for Kraken, differentiating...
1 Min
Asset Management
Apr 2025
Bitcoin vs Banks: The Correlation That Shouldn't Exist (But Does)
But today, ETF inflows, macro-driven allocators, and institutional models are playing a larger role....Why Are Bank Stocks and Bitcoin Moving Together?...One way to capture this move is through XLF, the Financial Select Sector ETF....For Bitcoin, the implications are more psychological than fundamental....Bitcoin flips that on its head.
10 Min
Macro & Markets
Jul 2025
April Showers… May Flowers? - Macro & Markets May 2025
ETF Flows: Bitcoin Demand Resurges, Ethereum Sees Early Rotation As shown in the daily chart, flows were...These surges coincided with upward moves in BTC price, reinforcing the reflexive relationship between ETF...Ethereum ETF flows remained modest but constructive throughout May....The contrast between BTC and ETH ETF demand remains significant.
25 Min
Macro & Markets
Jun 2025
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
Below is the visualization of net flows for all 11 Bitcoin Spot ETFs since their inception in January...During the late 2024 runup when Bitcoin broke $100,000, IBIT – Blackrock’s iShares Bitcoin Trust – became...the most successful ETF launch ever, hitting 50B in AUM within just 11 months.
22 Min
Infrastructure
Apr 2025
Market Musings - Bitcoin Battles ETF Outflows
BTC Spot ETF Flows — The Institutions Are Coming…Or Are They?...With the introduction of the Bitcoin Spot ETFs in January 2024, this goal has finally become a reality...ETF products printing some disappointing numbers....Source: token.unlock.apps What We’re Reading Once Again, Bitcoin Is Behaving Like It Should (Alpha Feed...
6 Min
Macro & Markets
May 2024
The Public Crypto Accumulator Era - Part 1
Blueprint The Rise of Public Crypto Accumulators Crypto is no longer just a speculative asset class or ETF...But this is no longer a Bitcoin-only play....What began as a Bitcoin-centric model is now evolving....Beyond Bitcoin, The Multi-Asset Expansion The public accumulator model is no longer exclusive to Bitcoin...
31 Min
Macro & Markets
Jun 2025
Market Musings - Uncertainty Permeates The Market
...with Trump’s crypto executive order falling short of market expectations with respect to a strategic bitcoin...pic.twitter.com/dIwnS6hnTS — jason 🎢 (@3xliquidated) February 5, 2025 On top of all of this, BTC ETF...We see a similar (but worse) situation within ETH ETF flows as well....There is bitcoin, and then there is everything else, crypto ex-BTC.
13 Min
Macro & Markets
Feb 2025
The Year Ahead for Markets 2025
Look no further than the trend in BTC ETF flows this year....The iShares Bitcoin Trust ETF (IBIT) has seen the 3rd largest inflows this year across all ETFs — the...At $91,150 Bitcoin flips Saudi Aramco At $109,650 Bitcoin flips Amazon At $107,280 Bitcoin flips Google...
90 Min
Macro & Markets
Dec 2024
Market Musings - ETF Flows Shine As BTC Flirts With Range Highs
BTC Spot ETFs — Summer Starts With Massive ETF Flows Reminder, Delphi’s BTC Spot ETF Flow Tracker can...With summer kicking off, first week ETF flows for June came in hot, well out-pacing expectations and...In total, the first week of June saw BTC spot ETF products receive just over $1.8Bn in new net flows....What is Bitcoin?
9 Min
Macro & Markets
Jun 2024
Market Musings - New Year, More Volatility
Will Trump sign an EO establishing a strategic bitcoin reserve? What about AI and tech?...In the case of crypto, markets were effectively pricing in a strategic bitcoin reserve and regulatory...Bitcoin futures basis fell to negative terrain for the first time since August 2023, while notional OI...
13 Min
Macro & Markets
Jan 2025
Macro Signal Monday: BTC Sentiment, Flows, and Macro Align as Market Eyes Breakout (06/16/2025)
Bitcoin ETFs saw a major resurgence in demand with $1.37B in net inflows, while Ethereum ETFs posted...BTC / ETH ETF Flow Context ETF flows returned in force last week, marking a potential shift in capital...After two weeks of net BTC outflows, Bitcoin ETFs posted $1.37B in inflows, a sharp reversal from the...ETF flows are the clearest confirmation.
6 Min
Macro & Markets
Jun 2025
Macro Signal Monday: BTC Holds the Range and Geopolitics Takes Center Stage (06/23/2025)
While Bitcoin briefly pulled back from $110K to the low $100Ks during the height of the headlines, this...For Bitcoin, this backdrop is key....BTC / ETH ETF Flow Context ETF flows remain a focal point for gauging institutional sentiment  and last...Bitcoin ETFs pulled in $1.02B in net inflows for the week ending June 21, maintaining the $1B+ pace seen...
9 Min
Macro & Markets
Jun 2025
Sui's Q1 Wrapped: BitcoinFi, MEV, and Scaling
BTCfi has recently become an emerging niche on Sui, bringing lending, staking, and yield primitives to Bitcoin...We’ve also noticed increased institutional interest, with the Canary Capital ETF S-1 filing in Q1 2025...
13 Min
Infrastructure
Apr 2025
Hope Metric : Macro Signal Monday (06-02-2025)
TLDR Hope Metric Score: 50.2 (Neutral) BTC ETF inflows slowed towards end of month, but May closed...with $5.23B in net ETF inflows Institutional BTC buying remains active (Reitar, Strategy, Metaplanet...Whether June repeats that pattern will be key for flow-sensitive assets like Bitcoin.  ...
7 Min
Macro & Markets
Jun 2025
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
I am of course talking about Satoshi Nakamoto’s whitepaper, Bitcoin: A Peer-to-Peer Electronic Cash System...It is hard to overemphasize just how important these ideas are, and I subscribe to the notion that “Bitcoin...ETF flows continue to exhibit an insatiable demand for the orange coin.
14 Min
Macro & Markets
Oct 2024
Hope Metric : Macro Signal Monday (05-12-2025)
While no ETF flows were reported today (standard for Monday due to weekend lag), institutional BTC accumulation...Signal 4: Institutional BTC Actions – Neutral No ETF inflow reported for the current day....Monday’s ETF flow data will be captured in Tuesday’s signal scan.
3 Min
Macro & Markets
May 2025
Market Musings - Game Time For Crypto Markets
I think it is important to make an important distinction before venturing further into this topic – Bitcoin...Speaking of confluence, we can add ETF appetite to the list as daily inflows continue to show immense...Over the last few days, we have seen an additional billion dollars of capital flow into BTC ETF products...
16 Min
Macro & Markets
Oct 2024
Exploring Base's Role in the Growing Onchain Economy
*Included major networks: Bitcoin, Ethereum, Solana, Arbitrum, Avax, Base, Binance Smart Chain (BSC),...These major networks include Bitcoin, Ethereum, Solana, Arbitrum, Avax, Base, Binance Smart Chain (BSC...Bitcoin and Ethereum Spot ETFs were approved in January and June 2024, but have already seen massive...
35 Min
Layer 2 / L2
Nov 2024