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Vitalik’s vision post triggers no ETH alpha – narratives decouple from rate‑sensitive flows

Benito Cormi2 months ago5 min read

Vitalik’s Ethereum vision did not deliver ETH alpha as narratives decouple Vitalik Buterin’s latest Ethereum vision post did not produce an obvious ETH price reaction, even…

Luffa AI valuation at $220M contrasts with AI token market cap shrinking 8%

Gapster Innes2 months ago5 min read

Luffa AI secures $220M valuation as AI token market shrinks 8% Luffa AI has secured a strategic investment that values the Web3 and AI company at…

Bitcoin ETF outflows hit $12M as spot volume lags

Cyrus Dailey2 months ago6 min read

Bitcoin ETF Outflows Hit $12M as Spot Volume Lags US spot Bitcoin ETF outflows reached $12 million on Monday, while trading activity in the underlying spot…

ETF outflows mask hyperliquid funds’ 8‑day streak – retail capitulation hides institutional rotation

Leo Nomist2 months ago4 min read

Hyperliquid ETFs draw $11M as Bitcoin, Ether funds bleed US spot Bitcoin and Ethereum ETFs posted a combined $112 million in net outflows on Monday, while…

Tom Lee’s Ethereum portfolio declines $7.35 billion in market value

Cindy Dutta2 months ago5 min read

Tom Lee’s BitMine Ethereum loss tops $6.6 billion Tom Lee’s BitMine Immersion Technologies has seen the market value of its Ethereum portfolio fall by roughly $6.6…

Bond rally signals structural shift – Bitcoin’s $65B single‑strategy allocation reflects institutional crowding

Owen Patter2 months ago5 min read

Bitcoin ETF Crowding: $65B in Assets Flags Shift Bitcoin’s $65 billion single-strategy allocation through U.S. spot ETFs has become a sign of how quickly institutional demand…

Huawei’s chip push reveals institutions quietly hedging against US tech dominance

Edulia Coinfield2 months ago6 min read

Huawei chip push tests US tech dominance in China Huawei’s latest chip push is drawing fresh attention because it underscores how quickly Chinese buyers and policymakers…

HYPE funds attract millions while BTC/ETH ETFs see $200M outflows – thematic rotation from blue‑chips

Blount Charleston2 months ago4 min read

HYPE funds draw $72M as BTC, ETH ETFs see outflows Spot funds tied to Hyperliquid’s HYPE token pulled in $72.38 million on Monday, even as bitcoin…

Retail altcoin inflows mask institutional ETF outflows – a liquidity mismatch is building

Cindy Dutta2 months ago7 min read

Retail crypto inflows diverge from ETF outflows Retail crypto inflows have remained positive in parts of the market even as spot Bitcoin and Ethereum ETF flows…

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