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As part of our Outlook 2025, we focus on #bitcoin’s record-breaking inflows. As of the end of November, this year’s inflows have reached US$37bn! What does this mean as price surges remain elusive? You can read this article and more in our Outlook 2025 👉 coinshares.com/us/resources/r…

“Tokenomics is an onion.” Mohamed Ezeldin @Mo_Ezz14 At @animocabrands, Mohamed designs token economies around one core principle: incentives. Supply and demand is just the outer layer. The real work is aligning holders, builders, users and liquidity over time. What comes next for tokenised economies: coinshares.com/insights/the-n…

Institutional adoption of @Bitcoin is accelerating. Our analysis of Q4 2025 shows growing exposure to spot Bitcoin ETFs from endowments, pensions, and governments, while hedge funds, asset managers, and wealth advisors have trimmed theirs. The data reveals who is allocating and how institutional positioning is evolving. Read @bc1matt’s full report: coinshares.com/insights/resea…

One of the fastest-rising protocols in DeFi, @Morpho is now the #2 lending infrastructure with $6.68B on-chain. Its hybrid model is winning over the industry, powering new lending products at Coinbase, Crypto.com, Cronos and even SocGen’s SG-FORGE. A Paris project that’s becoming core infrastructure for decentralised credit. More here: coinshares.com/insights/knowl…

@Bitcoin @ethereum @solana @Ripple Learn more in our full report: coinshares.com/insights/resea…

Digital asset investment products recorded US$619M in inflows last week. @Bitcoin, accounted for the majority of inflows, totalling US$521M. A select group of altcoins also saw inflows, most notably @ethereum at US$88.5M and @solana at US$14.6M. XRP (@Ripple), however, saw outflows totalling US$30.3m. USA: + US$646M GER: - US$14.8M CHE: - US$14.5M CAN: - US$3.6M

Bitcoin held firm as geopolitical tensions escalated. While traditional markets weakened, @Bitcoin rose about 7% and held above $70K. After months of whale selling and leverage reset, the market structure was cleaner and $1B+ of inflows returned. Is Bitcoin starting to behave like a macro hedge? More here: coinshares.com/insights/resea…

Bitcoin rallied while geopolitics escalated. As tensions around Iran burst and oil surged, @Bitcoin is not acting as a liquidity outlet, it attracts capital. $1.5B of ETF inflows followed the escalation. Leverage has already reset. Whale selling has slowed. The market structure is cleaner. The marginal buyers are ready. What the data tells us - a report by @jbutterfill: coinshares.com/insights/resea…

Institutional staking is scaling fast. With clearer rules, better infrastructure and dedicated providers, staking is becoming a viable yield strategy for asset managers, banks and sovereign players, reshaping DeFi from the inside. More here: coinshares.com/insights/knowl…

@Bitcoin @ethereum @solana @chainlink Learn more in our full report: coinshares.com/insights/resea…

Digital asset investment products recorded US$1.1B in inflows last week. @Bitcoin was the primary beneficiary, seeing inflows of US$881M. @ethereum also saw inflows totalling US$117M, the largest since mid-January. Conversely, @solana saw US$53.8M inflows. @chainlink saw minor inflows of US$3.4M, while there were not notable outflows. USA: + US$957.2M CAN: + US$34.1M GER: + US$31.7M CHE: + US$28.4M HK: + US$6.8M

Whale distribution, ETF outflows and hawkish Fed signals continue to weigh on markets. Yet leverage has reset, RSI is deeply oversold, and flows are nearing capitulation territory. Consolidation may persist. But the foundations for the next phase are quietly forming. More here: coinshares.com/insights/resea…

The next economy will be defined by AI agents transacting at machine speed. The problem? Traditional payment rails were built assuming a human at every step. A $0.20 card fee on a $0.003 micro-transaction isn't friction — it's 6,600% overhead. Programmable settlement is a structural requirement: crypto solves this. @jmmognetti on why the timing of today's doubt is almost perfectly wrong. Read the full editorial on The Node → coinshares.com/insights/the-n…

“We’re building something that can ultimately host all of finance. @HyperliquidX is a blockchain, not just an exchange.” Jeff Yan (@chameleon_jeff), Hyperliquid co-founder. One of the most talked-about projects in DeFi and it’s no longer “just” a DEX. - Built without VC money - $231B+ in deposits - 820k+ users - Top-20 token via $HYPE But risks remain, read the full breakdown for more👇 coinshares.com/insights/knowl…

@Bitcoin @C_Bendiksen @jbutterfill @P3b7_ @adam3us Read the full analysis: coinshares.com/insights/resea…

Quantum computers won't break @Bitcoin anytime soon, but the conversation matters. Our latest research by @C_Bendiksen and @jbutterfill, with contributions from Charles Guillemet (@P3b7_) and Adam Back (@adam3us), breaks down the real timeline, the actual risks, and why institutional investors can rest easy. Spoiler: We're talking decades, not years. And Bitcoin has built-in defences.

@Bitcoin @ethereum @Ripple Learn more in our full report: coinshares.com/insights/resea…

Digital asset investment products recorded US$288M in outflows last week. @Bitcoin remains the key proponent of this negative sentiment, seeing US$215M in outflows. @ethereum saw the second largest outflows totalling US$36.5M. Minor inflows were seen in XRP @Ripple (US$3.5M), @solana (US$3.3M) and @chainlink (US$1.2M). USA: - US$346.7M CHE: + US$19.5M CAN: + US$16.8M GER: + US$16.2M

Fed minutes confirmed a hawkish hold. The CLARITY Act is stuck. Here's what this week's macro and legislative developments actually mean for crypto. 🧵 Read the full Market Update on coinshares.com/insights/resea…

Blockchain is no longer the headline, it’s the rail. It now powers prediction markets, tokenised collectibles, games and institutional funds, often invisibly beneath familiar apps. From niche experiments to mainstream infrastructure. More details: coinshares.com/insights/knowl…

@Bitcoin @ethereum @Ripple @solana @chainlink Learn more in our full report: coinshares.com/insights/resea…

Digital asset investment products recorded US$173M in outflows last week. @Bitcoin saw the weakest sentiment, with US$133M in outflows. @ethereum also suffered, with US$85.1M in outflows. Sentiment remained buoyant for XRP (@Ripple), @solana and @chainlink, which saw inflows of US$33.4M, US$31M and US$1.1M respectively. USA: - US$403.2M GER: + US$114.8M CAN: + US$46.3M CHE: + US$36.8M BRA: + US$14M AUS: + US$9.8M