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17 Jul 2024

Even just combining the 80 companies found manually in SEC filings accounts for 17% of the total bitcoin ETF holdings.

While not all can be considered institutional investors, significant numbers are included - e.g Millenium, Susquehanna, Horizon Kinetics, Jane Street Group, Schonfeld, Morgan Stanley, Point72, Farallon, tc. Viewing ETF inflows solely as retail contributions seems inappropriate. Source: Ki Young Ju

10 Jul 2024

Bitcoin rebounds to $58k after ETF investors bought the dip...

Inflows into Bitcoin spot ETF surged near $300M Source: www.zerohedge.com, Bloomberg

5 Jul 2024

JUST IN: On-chain data confirms this is the second-largest liquidation event in Bitcoin's entire history, right after the FTX collapse in November 2022.

This comes amidst news that Germany is selling $3.5B worth of seized $BTC, and Mt. Gox begins paying back $8.5B to creditors, with the majority expected to be sold. Source: WhaleWire on X

1 Jul 2024

Bitcoin miner capitulation has reached levels comparable to December 2022: 7.6% drawdown.

December 2022 marked the cycle bottom after the FTX collapse. Source: Julio Moreno, Cryptoquant

1 Jul 2024

After liquidity tailwinds in Q4 2023, the etfs launches and bitcoin halving in Q1 / early Q2, liquidity headwinds played catch-up in late Q2, pushing BTC lower

Source: Delphi Digital, Bloomberg

26 Jun 2024

BREAKING: Donald Trump is reportedly in talks to speak at the 2024 Bitcoin convention in July.

This would make Trump the first presidential candidate to speak at a crypto event. Most recently, Trump said he "will end Biden's war on crypto" at a rally in Wisconsin. Source: The Kobeissi Letter

26 Jun 2024

103K Bitcoin has been added to OTC desk wallets in the past six weeks.

The rising balance and falling market price suggest they haven't found a buyer yet. Source: Cryptoquant

25 Jun 2024

Bitcoin is back to the lower end of this range

$BTC plunges >5% as funds see most outflows over 2 weeks since ETF approval. Bitcoin investment products saw ~$600mln in outflows for a 2nd consecutive week. Source: J-C Parets, HolgerZ

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