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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.
Our indices include
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:
Momentum continues in Washington as strong bipartisan support pushes the GENIUS Act forward for presidential signature and sends the Clarity Act to the Senate. While the bills are not without flaws — particularly around consumer protection — the market is welcoming the regulatory clarity as a pivotal moment. The progress signals a maturing institutional framework, and behind-the-scenes initiatives like a Bitcoin accumulation plan appear increasingly plausible. This creates an attractive long-term opportunity for investors.
ETF Flows:
• Bitcoin: $523M – Slight drop but still elevated
• Ethereum: $602M – Following yesterday’s $727M surge
• Solana: $8M – Modest flows despite strong price action
Inflows remain extremely strong, especially for Ethereum, reinforcing its leadership in this leg of the rally. However, the pace and scale of inflows suggest the market is heating up quickly, raising the risk of volatility, especially for altcoins.
Price Action:
• Total Market Cap: ↑ 3.44% ($3.93T)
• Bitcoin: ↑ 1% ($119,670)
• Ethereum: ↑ 5% ($3,625)
• Solana: ↑ 5.25% ($182.70) – Continuing to outperform
The broad-based rally is driven by institutional flows, favorable legislation, and sustained excitement in the space — as seen in record IPO activity and high capital inflows.
Despite the sharp gains, the Fear & Greed Index sits at 71/100, suggesting investor sentiment is elevated but not yet euphoric.
Our View:
The break above $4T in total market cap marks a key milestone in crypto’s maturation. While short-term profit-taking is inevitable after such a strong run, the risk of missing further upside still outweighs the risk of a near-term reversal.
We remain overweight on altcoins, particularly Ethereum and Solana, given their outsized performance and institutional traction. However, given signs of market overheating, we maintain a 10% cash buffer to manage potential volatility ahead.
Positioning:
• Cash: 10% – Preserving flexibility as markets run hot
• BTC: 55% – Core anchor, slightly trimmed for alt rotation
• ETH: 27% – Overweight; strong inflows and leadership
• SOL: 8% – Momentum play with continued upside
