Bitcoin drives Morgan Stanley fund’s strategy with key positions in IBIT and MicroStrategy
MicroStrategy ranks fourth in Morgan Stanley's Bitcoin-heavy fund with 4.0% weighting.
James Van Straten 1 min read Insights
Data-led research on the narratives, flows, and on-chain signals moving crypto markets.
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James Van Straten 1 min read Latest insights
Bitcoin
Coinbase custodies 2.27 million BTC, representing 10.83% of Bitcoin’s supply
Coinbase Prime Custody secures 137,947 BTC for institutional clients.
ETFs
Bitcoin ETFs record lowest outflow in six-day streak
Cumulative Ethereum ETF outflows hit $562.3 million, Bitcoin ETFs still bleeding.
Highlight
Bitcoin’s entity-adjusted NUPL signals heightened market uncertainty below $60k
Historical patterns resurface as Bitcoin’s entity-adjusted NUPL declines.
Highlight
Bitcoin whale holdings steady at 1,600 entities, post-ETF surge stabilizes price
Bitcoin whales see cautious sentiment amid market stabilization.
Highlight
Bitcoin’s 2024 hodler net position change mirrors historical cycles, signals potential price stabilization
Bitcoin price decline in 2024 followed by hodler accumulation surge.
Crypto Equities
August production update: Marathon Digital Holdings holds 25,945 BTC
Public Bitcoin miners face a challenging August: Marathon, CleanSpark, and others report declines in monthly production.
Alpha
Will Bitcoin repeat last October’s rally? Short-term holders face critical juncture
Short-term Bitcoin holders face significant unrealized losses amid bearish market trends.
Bitcoin
Nvidia shares nosedive, erasing market value close to Ethereum’s entire market cap
Global market sell-offs intensify amid Nvidia's record one-day decline.
ETFs
Bitcoin ETFs see $287.8 million outflow, largest since May 1
Fidelity's FBTC and Grayscale's GBTC hardest hit in latest Bitcoin ETF outflows.
Highlight
Ethereum address profitability declines as bearish trend continues
Ethereum's profitable addresses drop from 90% to 65% amid 2024 market downturn.
Bitcoin
Bitcoin and Ethereum see consistent declines ahead of September’s historical woes
U.S. market opening hours show historical bearish trends for BTC on Tuesdays.
Bitcoin
Bitcoin’s Sharpe ratio surpasses Ethereum’s for first time since July 2022
Bitcoin Cash and Litecoin lag with lower Sharpe ratios, reflecting increased risk.
