An AI-driven investment research platform for crypto.

Joined June 2019
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$TMAI migration claims are open. Eligible Base TMAI holders can now claim Solana TMAI 1:1 through the official Token Metrics migration portal.
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"You can't just go from experiments to experiments anymore." Bitcoin and Ethereum now capture 70% of crypto fees while altcoins bleed. That fee gap typically drains altcoin liquidity for weeks, pushing retail money straight into BTC and ETH ETFs. (via @theempirepod)
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"It's a bull market if you're in prediction markets, it's a bull market if you're in perps, it's a bull market if you're in stablecoins." From Ryan Watkins, a guest on Empire: Bitcoin is flat while billions flow into perpetual futures and stablecoins. Majors and altcoins typically lag while liquidity stays trapped in those markets until spot demand returns. (via @theempirepod)
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Kraken launches crypto perps trading for US users. Available on Kraken Pro following Bitnomial acquisition.
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Bitmine Immersion Technologies now holds 5.62M ETH worth $9.7B. The company is the largest corporate ether holder globally.
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Bangko Sentral ng Pilipinas bans privacy coins from crypto exchanges. New rules require strict due diligence before listing any tokens.
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Strategy bought another $100M of $BTC. Now holds over 846,000 BTC worth $56B.
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"Leverage offshore, you see 250X, sometimes beyond that even." Offshore crypto leverage hits 250X, which is exactly why Bitcoin ETF buyers stay on the sidelines. When that leverage unwinds, it drains stablecoin liquidity and triggers the crashes that keep institutions out. (via @ChairmanSelig)
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Donald Trump's Iran peace deal sends $BTC to $66k. It's Bitcoin's highest level in 12 days as oil prices drop 5%.
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"If I lay that to where we think Bitcoin fair value should be, which is around $250k, the 2021 high average would get you to $22k Ethereum." AI needs $22k ETH to pay for real network compute. That $22k target only works if gas fees and staking yields climb together, which typically pulls institutional capital into ETH first. (via @CoinDesk)
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Joseph Chalom, a guest on The Rollup, says: $50B in tokenized real-world assets is quietly moving onto Ethereum. This steady flow could pull institutional capital into ETH staking, changing how long-term holders view the network. "I think people don't understand that we're at a step function moment." (via @therollupco)
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Bitcoin ETFs snapped a five-day outflow streak with $86M in net inflows on Friday.
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"What's unique here is that if you use unrealized capital gains to pay a credit dividend, the dividend becomes tax-deferred." From Michael Saylor, a guest on CoinDesk: Bitcoin just became collateral for tax-deferred income, and wealth managers are ditching speculation for steady yield. This shifts BTC from a speculative trade into a credit layer, pulling institutional capital into long-term yield. (via @CoinDesk)
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DeFi lending protocol Morpho raised $175M from top VC firms to build credit infrastructure for banks.
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Token Metrics signals show increasing institutional interest in DeFi credit protocols. Watch for major bank partnerships to be announced within the next 3-6 months as Morpho deploys its infrastructure.
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