Top Results187 results
April Showers… May Flowers? - Macro & Markets May 2025
Bitcoin ETFs absorbed more than $3 billion in net inflows during May, driving BTC back above $109,000...Between May 3 and May 23, miners consistently added to holdings, with inflows peaking mid-month....Ethereum ETFs showed early signs of rotation, with nearly $500 million in inflows as investors began...
25 Min
Macro & Markets
Jun 2025
Macro Signal Monday: BTC Sentiment, Flows, and Macro Align as Market Eyes Breakout (06/16/2025)
TLDR Hope Metric Score: 58.1 (Neutral-Cautious Optimism) BTC ETF Inflows: +$1.37B last week ETH...ETF Inflows: +$528.12M (significant surge in institutional interest) Institutional Accumulation: Strategy...Bitcoin ETFs saw a major resurgence in demand with $1.37B in net inflows, while Ethereum ETFs posted...
6 Min
Macro & Markets
Jun 2025
Hope Metric : Macro Signal Monday (05-19-2025)
. 👉 TLDR: BTC sentiment holds steady in neutral territory (HM Score: 54.2) ETF inflows are down for...Key Takeaways ETF Momentum Slows Further: Net inflows dropped to $608.4M last week (–33.9% WoW).
4 Min
Macro & Markets
May 2025
The Public Crypto Accumulator Era - Part 1
...their launch in January 2024, ETFs like BlackRock’s IBIT and Fidelity’s FBTC attracted billions in inflows...Sustained inflows into spot ETFs have provided a persistent source of bid pressure, even amid broader...
31 Min
Macro & Markets
Jun 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...potential liquidity re-entry may become an important structural liquidity timing signal for crypto capital inflows...
7 Min
Macro & Markets
Jun 2025
Hope Metric : Macro Signal Monday (06-09-2025)
In contrast, Ethereum ETFs logged $281 million in net inflows, extending their rotation trend into a...BTC / ETH ETF Flow Context BTC spot ETFs saw strong inflows in May, totaling $5.23B, but the momentum...In contrast, ETH ETFs have logged consistent inflows for two weeks in a row, including +$281M last week...
6 Min
Macro & Markets
Jun 2025
The Year Ahead for Markets 2025
Price drives attention — which also turbocharges FOMO and capital inflows....The iShares Bitcoin Trust ETF (IBIT) has seen the 3rd largest inflows this year across all ETFs — the...We think two major trends will drive this shift: structural inflows futuristic narratives The first...
90 Min
Macro & Markets
Dec 2024
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
Recently, the total net inflows across all ETFs have surpassed $36B. ...
22 Min
Infrastructure
Apr 2025
Macro Signal Monday: BTC Holds the Range and Geopolitics Takes Center Stage (06/23/2025)
On the crypto side, BTC ETF inflows came in strong again at $1.02B, marking the second straight week...Instead, we’re seeing the opposite: ETF inflows remain strong (+$1.02B last week), sentiment (HM) is...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
ZKsync & The Elastic Network Endgame
Since the approval on January 10, total cumulative net inflows for the 11 Bitcoin Spot ETFs have exceeded...With Bitcoin ETF inflows exceeding $30B and major players like BlackRock embracing blockchain technology...
39 Min
Infrastructure
Jan 2025
An Ode To Bitcoin
We then extended this analysis to include capital inflows from other potential sources, like individual...
12 Min
Other
Dec 2024
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....This framing has brought legitimacy, inflows, and alignment but it may also obscure the very thing that...
10 Min
Macro & Markets
Jul 2025
To Liquidity and Beyond - 6 charts that explain why BTC is coiled for a breakout
Unlike central bank liquidity, which is still restricted, stablecoin growth reflects actual inflows into...
5 Min
Macro & Markets
Jun 2025
BTC Coming Home? - Market Update 3/24/2025
...skew to sell side near resistance ETF Flows Bitcoin ETF flows showing consecutive days of modest inflows...
3 Min
Macro & Markets
Mar 2025
Sui Network: Demystifying the Monolithic Contender
While there is MEV potential on Sui, it requires more sought-after DeFi assets that encourage more inflows...Bringing Liquidity to Sui Based on Artemis’s Ecosystem Flow tool, we can see that Sui has had massive inflows...
43 Min
Layer 1 / L1
Dec 2024
Hope Metric : Macro Signal Monday (05-12-2025)
Spot BTC ETFs See $5.8B Inflows Over 3 Weeks: A three-week inflow streak into U.S. spot Bitcoin ETFs...
3 Min
Macro & Markets
May 2025
The Fat App Thesis: An Inflection Point in Value Accrual
Even though this model risks overreliance on inflows, it can still produce REV, especially when token...
43 Min
Layer 1 / L1
Apr 2025
Market Musings - No Pain, No Gain
Since then, we have seen a small uptick in net inflows, but nothing really to write home about....the BTC ETF launch – an initial period of net outflows before stabilization and eventually sustained inflows...
10 Min
Macro & Markets
Aug 2024
Delphi's Market Matters - June 2025
...with the whole war and uh, the escalation between Iran and Israel, we still saw [00:09:45] 400 mil of inflows...I think it clocked in around 503rd, [00:10:00] 520 mil of inflows for E.
64 Min
Macro & Markets
Jun 2025
Market Musings - Game Time For Crypto Markets
Speaking of confluence, we can add ETF appetite to the list as daily inflows continue to show immense...
16 Min
Macro & Markets
Oct 2024