Stablecoins
DeFi
Why Solana plunged 9% just as Wall Street funds circled $2.25 billion
Solana fell from $206 to $187 even as Pantera prepared a massive fundraise targeting its ecosystem.
Research
The hidden signal in Bitcoin’s 439k daily transactions and falling big trades
Price moves have outpaced on-chain transfer value, pointing to concentrated buyers or off-chain settlement.
ETFs
Six-day outflow streak hits Bitcoin ETFs, ETH turns positive
Nearly $1.3 billion left Bitcoin ETFs last week, as Ethereum funds saw $625 million in new demand.
Derivatives
$642M in longs wiped out as Bitcoin drops to lowest price since July
A relatively modest price drawdown forced one of the largest long wipeouts in weeks.
Bitcoin
Bitcoin treasury companies: Hedge or house of cards?
Companies now hold over 5% of Bitcoin's supply, turning their balance sheets into high-stakes bets on digital gold.
Research
Bitcoin SOPR shows consistent profit realization despite price pullback
SOPR data confirms spending has consistently occurred in profit, with short-term holders straddling the breakeven line.
Bitcoin
Why Bitcoin’s realized cap spiked as price fell to $112k
Older low-basis coins moved, lifting realized cap as spot price dropped.
Derivatives
Market saw $449M in liquidations as ETH dropped nearly 6%
Longs bear brunt of crypto market shakeout with $362.34 million in losses.
Research
High betas, low correlations: miners break from Bitcoin patterns
Despite explosive short-term rallies, most miners carry drawdowns far deeper than BTC.
Research
Coinbase held the majority of USD trading volume as BTC spiked to $122k
55% liquidity concentration gives Coinbase an edge in USD price discovery.
Derivatives
Shorts rekt as BTC spike to $122k triggers $333M in liquidations
A $333.56 million, short-heavy liquidation day followed Bitcoin grinding 2% higher to $122,000.
Research
Record compression in implied volatility sets up next big move for Bitcoin
Bitcoin’s implied volatility just touched its all-time low while it trades near $115,000, creating a rare moment of calm at the top.
