BTC Spot ETFs — Return of the King (IBIT) Reminder, Delphi’s BTC Spot ETF Flow Tracker can be found here...in our second edition of Market Musings, we began to notice the first signs of BTC price & ETF flow...And with these positive flows, BTC rallied, pushing towards range high territory around $70K-$72K.

Part three of this series, Volatility, Order Flow, & the Inelastic Market Hypothesis, focused on...If markets are reflexive and inelastic in nature, and if order flow mechanics are the determining factor...Footprint charts are NOT strategies, but alternative ways to view volume and price (order flow) data.

High price sensitivity to capital flows has significant consequences too....aggregate capital flows across or within asset classes....Given this new, order flow-driven theory of price impact, how do asset prices actually move?...This is known as the price impact of order flow....This gives more credence to the order flow-driven theory of inelastic markets.

From April 2024 onward, Railgun has processed a monthly average of around $170M in private flows....This significant uptick in onchain flows is indicative of a consistent and growing demand for Private...Below is the visualization of net flows for all 11 Bitcoin Spot ETFs since their inception in January...

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...Remember, April and May was largely dominated by isolated large flows into IBIT or FBTC.

BAYC Floor Price is Catching Up to CryptoPunks’ Bored Ape Yacht Club (BAYC) has been outperforming CryptoPunks since the middle […]...

The visualization below illustrates value flowing across the bridge by asset over the 23 days since launch...All of the value that flowed to Avalanche can be seen on the right hand side....With the recent launch of its cross-chain bridge, ~$200m has flowed back and forth between Ethereum &...

The visualization below illustrates value flowing across the bridge by asset over the 23 days since launch...All of the value that flowed to Avalanche can be seen on the right hand side....With the recent launch of its cross-chain bridge, ~$200m has flowed back and forth between Ethereum &...

...with big traditional names such as USV, Samsung Ventures, a16z, Venrock, and Warner Music Group. 2) Flow—a...Flow describes itself as “the blockchain for open worlds”, and looks to deliver a fast, decentralized...Flow applies pipelining to blockchains by separating the jobs of a validator node into four different...

If the rhythm holds, early October could bring a liquidity reset that translates into stronger BTC flows...We should expect a flow back into the RRP from here to early October.

Macro Signal Monday sets the tone for BTC capital flows at the start of the week....Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context...Watch flows + RRP behavior. The Round Up Markets opened the week on firmer footing....ETF flows are the clearest confirmation.

Analyzing addresses in profit, exchange flows, and Bitcoin's hash rate.

🚨 In Case You Missed It a16z invests $350 million in Flow, a real estate start-up by Adam Neumann of...🚨 In Case You Missed It a16z invests $350 million in Flow, a real estate start-up by Adam Neumann of...

ETF Flow Overview: Strength in Majors, Stumbles in Alts The current wave of crypto ETF flows reflects...The consistency of these flows suggests renewed conviction rather than opportunistic rebalancing....This flow regime helped ETH stabilize above $2,500, even as price momentum cooled....Day 1 flows totaled just $11.4M, with only $0.6M in seed capital.

Chart of The Week – Risk On, Risk Off Sentiment in crypto ebbs and flows like a tide rolling in and out...At a high level, capital continues to flow out of BTC markets as investors grapple with a murky macro...If these trends persist, capital will likely continue to flow out of BTC markets in search of higher...

...kingmaker, becoming one of crypto’s most profitable businesses while redirecting billions in trading flows...In other words: Raydium made more total fees than Pump, largely because Pump fed them the flow....its launchpad would migrate their liquidity to PumpSwap, Pump’s own AMM, cutting Raydium out of the flow...

If the queries are [01:18:00] all, uh, mixed, uh, together, uh, and if you can’t do any flow on the queries...Join Kevin Kelly from Delphi Digital as he hosts Guilhem Chaumont, CEO and co-founder of Flow Desks,...Flow Desks has established itself as a full-service digital asset trading and technology firm, pioneering...

) Maple Finance woes (12:43) On-chain update (23:33) DAO treasuries ranked (35:35) Analyzing bridge flows...Finance's troubles, what on-chain metrics say about the markets, DAO treasury ranks, how insightful bridge flows...

DeFi’s Secret Cash Flow Machine In Sept. 2020, Metamask announced its native swapping feature that...DeFi’s Secret Cash Flow Machine In Sept. 2020, Metamask announced its native swapping feature that gets...

...a simple one-token system quickly evolved into a multi-layered structure designed to regulate value flows...value; however, over time, Wemade introduced HYDRA and EXDRA to enhance token live ops and capital flow...By increasing economic flows through WEMIX (drawing inspiration from the Mythical Games playbook), rather...