Institutional Bitcoin research for serious investors • On-chain • Futures • ETFs • Macro • 10 min/week • Zero guesswork.
Gold sets new record on soft Fed expectations and weak dollar, bitcoin holds Cost Basis of short-term holders and battles nearby resistance levels. TL;DR Gold reached new records
Liquidity supports BTC, inflows remain steady, and LTH are not hindering growth yet. TL;DR Bullish backdrop: liquidity and on-chain inflows support a pull toward fair value with increased
Fear & Greed 30DMA = 49.4%, index itself in Fear, Fear & Greed 90DMA = 61.6% still above median but turning down. MVRV Z-Score (365D) = −0.3 - no overheating,
With a Futures - Spot basis = 0.43%, Bitcoin is sustained by spot demand rather than leverage. TL;DR Low derivative "temperature" (basis = 0.43%, pressure = 10) keeps Bitcoin
