Capital Markets Bitcoin ETF Complex Posts $70.5M Outflow Against $101B AUM Base Read essay → The wrapper is sticky, the marginal flow is not, and the difference matters for anyone using Bitcoin as collateral.
Capital Markets Institutional capital rotates from Bitcoin into XRP and Solana funds Read essay → Institutional allocators are not leaving digital assets. They are getting more specific about which infrastructure they want to own.
Capital Markets Jane Street's ETH pivot signals institutional rotation out of Bitcoin ETFs Read essay → When the most sophisticated ETF liquidity provider in the world separates Bitcoin and Ether into two distinct positions, the era of monolithic crypto allocation is ending.
Capital Markets Institutional Bitcoin ETF Inflows Signal Structural Re-Allocation to Digital Assets Read essay → Institutional allocation desks have moved from exploring Bitcoin ETFs to running systematic policy-driven exposure, and that changes the demand profile for the entire digital asset market.