Institutional Flows

Renewed US spot-BTC ETF inflows, dovish macro expectations and cleaner market plumbing have tilted the odds toward Bitcoin testing six figures in early 2026. Traders should weigh entry scales, hedges and concentration risks from large institutional holders like MSTR.

The Dec. 22–24 Deribit year‑end options expiry, a bullish 0.38 put‑call ratio and $27bn of notional open interest will collide with nearly $497m in weekly spot ETF outflows and rising margin longs to create concentrated year‑end volatility. This piece parses the expiry skew, liquidity clusters around $90K, institutional cues and practical hedges for traders and treasury managers.

A U.S. spot XRP ETF plunged after launch even as private buyers, regulated listings and on‑chain supply moves point to growing institutional demand. This piece reconciles the apparent contradiction and outlines what allocators should watch next.

Recent institutional moves — Cantor Fitzgerald's Solana ETF stake, x402's payment-volume spike, and Kalshi’s tokenized contracts on Solana — suggest growing interest from regulated players. This piece evaluates whether these are durable signs of institutional adoption and higher base‑layer throughput usage for SOL.

Franklin Templeton's Form 8‑A to list a Solana ETF as SOEZ on NYSE Arca signals a new institutional on‑ramp for SOL. This analysis breaks down the filing, fee/waiver dynamics, likely inflow scenarios, and how ETF availability might interact with Solana's network fundamentals and liquidity.

A deep dive into how large ETF outflows, collapsing hashprice and shifting institutional positioning are feeding a feedback loop that amplifies Bitcoin volatility. Practical scenarios and hedging options for miners and institutional traders.

An investigative roundup of institutional behavior during the latest Bitcoin sell‑off, tracing major on‑chain movements, ETF holder dynamics, sovereign buys, and corporate plays to assess near‑term stability and conviction. Read the synthesis and tactical takeaways for analysts and institutional allocators.