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Dashboard
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Indices
Our proprietary indexes offer a unique perspective on the digital asset market, providing valuable insights into emerging trends and investment opportunities.
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Track the overall performance of the digital asset market.
Focus on specific segments, such as decentralized finance (DeFi), enterprise blockchain, and more.
Track emerging trends and technologies within the digital asset space.
Key Takeaways:
Strategy disclosed another major BTC purchase last week, acquiring $531M of Bitcoin. This pushes its total holdings to 597,325 BTC, or nearly 3% of the total Bitcoin supply. Such sustained accumulation by treasury companies reinforces long-term support for Bitcoin, giving retail investors confidence in future exit liquidity—even as sovereign adoption has yet to begin in earnest.
However, ETF inflows show signs of fatigue:
This suggests a cooling in short-term institutional enthusiasm, even as market activity remains elevated, raising doubts about Bitcoin’s ability to break $110K without new catalysts.
Price action confirms this fading momentum:
Solana’s relative strength amid broader weakness validates our altcoin overweight, showing resilience even as BTC and ETH pulled back.
While short-term momentum has faded, medium-term signals remain bullish, especially with corporate treasuries accelerating their accumulation pace. We slightly reduced exposure to protect capital but remain constructive—especially on altcoins with room to catch up.
Positioning:
