Sector-wide market analysis: dominance, liquidity, on-chain flows, whale activity, and exchange in/outflows.
The two flows run in opposite directions at the same moment: Saylor funds an S&P 500 chase by trimming the BTC treasury, while Tom Lee's Bitmine quietly crosses 5.7M ETH on its balance sheet.
Ki Young Ju's data shows each bull cycle now absorbs more capital for less upside, with ETFs bleeding $10B since May and BTC down 50% from its October peak near $126K.
Strategy's first major sell in months landed the same week stablecoin supply shrank for the second week running, while Bitmine kept stacking ETH through the cooldown.
Four wallets are up 104%+ on leveraged DEXE longs at Aster, an early signal worth tracking as the token grinds higher on thin, concentrated flow.
Trump family-backed American Bitcoin crosses 8,000 BTC as it leans into a Hut 8 partnership, even as its stock has shed more than 60% year to date.
A sitting US president publicly backing Bitcoin adoption is the rare endorsement that reframes the asset from speculative bet to strategic reserve candidate in the same sentence.
The leadership change lands while AVAX trades back near its launch-era levels, exposing how thinly staffed the treasury-pivot trade still is.
Visa's onchain dashboard puts USDC near triple USDT's share and total adjusted volume past $8.8T in H1 2026, with Standard Chartered and BNY now building around Circle's rails.
The headline is the $8.32B Q2 loss, but the more consequential read is that Strategy appears willing to sell into a weak tape to defend STRC's 12% dividend, removing the largest corporate bid from a…
1.1K $BTC (≈70.5M) moved from unknown wallet to #Coinbase.
2.3K $BTC (≈140.2M) moved from Coinbase Institutional to unknown new wallet.
100.1M $USDC (≈100.1M) moved from Galaxy Digital to unknown wallet.
1K $BTC (≈61.5M) moved from unknown wallet to #Coinbase.
2.2K $BTC (≈138.1M) moved from unknown wallet to Coinbase Institutional.
826 $BTC (≈51.8M) moved from Coinbase Institutional to unknown wallet.
1.1K $BTC (≈67.4M) moved from unknown wallet to Coinbase Institutional.
1.2K $BTC (≈76M) moved from #Coinbase to unknown wallet.
The schedule spans everything from a $757M single-line cliff to routine mid-cap emissions, with $JTO and $APT the only large-cap names in the mix.
Matt Cole argues the panic around Bitcoin treasury companies is misplaced, framing Strategy's selling as a founder-led rotation rather than a vote against the asset.
Spot selling has cooled, futures open interest is rising, and ETF outflows are drying up. The Glassnode Week 28 pulse says the structure looks resilient, with a hot-capital overlay that could shake…
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