BRN

Independent insights
for the digital assets investor

Ride the upside with BRN's Daily View

Our view of the market for the day delivered daily, directly to your inbox.

Pie
Table

Trusted by

Franklin Templeton
Independent Reserve
Copper
EmpoweryourinvestmentdecisionswithBRN
Proprietary Indices Icon

Proprietary Indices

Gain a unique perspective on the digital asset market, with valuable insights into emerging trends and investment opportunities.

Proprietary Indices
Actively Managed Strategies Icon

Actively Managed Strategies

Benefit from our expertise in developing and implementing actively managed strategies that align with your investment objectives.

Actively Managed Strategies
In-Depth Research & Analysis Icon

In-Depth Research & Analysis

Access comprehensive coverage of the digital asset market, including market trends, emerging technologies, and investment strategies.

In-Depth Research & Analysis
Dashboard Icon

Dashboard

Our customizable dashboard provides you with an overview of the key performance indicators that matter most to you.

Dashboard
Alert Icon

Alert

Stay up-to-date with the latest market news and updates as well as BRN's take on all the movements.

Alert
Research & Alerts

Research & Alerts

Empower your investment decisions with BRN's institutional-grade digital asset research platform. Stay on top and ahead with BRN's daily market view every morning.

Contact us today to learn more.

Data Market

Dashboard

Your Personalized View of the Digital Asset Market

Our customizable dashboard provides you with a real-time view of the key performance indicators that matter most to you. Easily track your investments, monitor market trends, and stay informed about the latest developments in the digital asset space.

Key features

Customizable Layout

+

Up-to-date data

+

Advanced charting tools

+

Integration with other systems

+

Learn more about our dashboard and how it can benefit your investment process.

Indices

Track the Performance of Key Digital Asset Segments with Our Proprietary Indexes

Our proprietary indexes offer a unique perspective on the digital asset market, providing valuable insights into emerging trends and investment opportunities.

Indices View

Our indices include

Broad-based indices

Broad-based indices

Track the overall performance of the digital asset market.

Sector-specific indices

Sector-specific indices

Focus on specific segments, such as decentralized finance (DeFi), enterprise blockchain, and more.

Thematic indices

Thematic indices

Track emerging trends and technologies within the digital asset space.

Media

|
April 25th, 2025

Digital Assets Stall Below Weekly Highs - Why Retail Profit-Taking Could Create a Dip

  • Digital assets remain broadly stable after a brief dip
  • ETF inflows halved from recent highs, yet remain constructive
  • Corporate buying accelerates — new institutional players enter the scene

Digital assets traded sideways after a small dip early in the day, with a strong rebound during U.S. trading hours. Bitcoin reclaimed its weekly high at $93,500, while both ETH and SOL remain below their recent peaks. This validates our current positioning — reduced exposure with a continued overweight in Bitcoin.

ETF inflows are beginning to normalize after two consecutive days approaching the $1B mark. Yesterday, Bitcoin ETFs saw $442M in net inflows, and Ethereum ETFs added $63.5M. While lower than the prior sessions, these numbers still confirm strong institutional appetite and reflect healthy demand rotation as retail participants take profits and adopt a more cautious stance.

Beyond ETFs, corporate buying continues to gain traction. Strategy and MetaPlanet are both in active accumulation mode, with MetaPlanet crossing the 5,000 BTC milestone. A major development came with the launch of TwentyOne, a new BTC-focused entity backed by SoftBank, Tether, and Cantor Fitzgerald. TwentyOne already holds 42,000 BTC and has made clear its ambition to replicate Strategy’s model reinforcing the long-term corporate demand. While this may dilute individual firms’ market cap/BTC holding ratios, it strengthens the case for sustained institutional accumulation and price support at higher levels.

After a nearly uninterrupted rally, it’s logical to see ETF flows and price momentum ease. Market internals now suggest a consolidation phase — our base case remains an accumulation between $90K–$95K, with potential pullbacks to $87K, ahead of a potential breakout toward $100K+ in the coming weeks.

Strategy & Positioning:

  • We’re holding current exposure while waiting for more favorable entry points:
  • Low overall exposure to digital assets, with 60% cash
  • Overweight Bitcoin – Holding weekly highs and attracting both ETF and corporate flows
  • Neutral Solana – Structural support remains, but still volatile short term
  • Underweight Ethereum – Strong rally likely to fade near term; long-term upside intact
BRN Logo

Join the growing community of institutional investors who rely on BRN for their digital asset research needs. Book your demo today.

Loading