Crypto-Native Institutional Research | Subsidiary NASDAQ: DEFT | Free newsletter: reflexivityresearch.com/news…

Joined August 2022
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RT @DEFTIndex: 🏆 $WLD (@tfh_technology) topped the DVIO Index Weekly Weight Change Ranking for June 1–5, 2026. Each week, we publish an in…
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RT @DEFTIndex: 🏆 $XLM (@StellarOrg ) topped the DVIO Index Weekly Weight Change Ranking for May 23–29, 2026 Each week, we publish an in-de…
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Reflexivity Research retweeted
🏆 $AKT (@akashnet) topped the DVIO Index Weekly Weight Change Ranking for May 16–22 2026 Each week, we publish an in-depth report on the asset with the largest weight change in the DVIO Index rebalancing, featuring market data, project developments, and the key trends and risks to watch in the week ahead. 🔍This week’s focus: Akash’s Burn-Mint Equilibrium (BME), the mechanism designed to turn on-chain compute deployments into AKT buy pressure with potentially deflationary effects, and what the in-window signal says about the AI compute thesis. ETP details, ISINs, and DVIO Index details are available below. 👇 @DeFiTechGlobal | @ValourFunds | @DigitalStillman
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RT @DEFTIndex: $QNT (@quantnetwork) topped the DVIO Index Weekly Weight Change Ranking for May 9–15, 2026 Each week, we publish an in-de…
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Reflexivity Research retweeted
Apr 28
📰Hot off the press The real competition isn’t Banks vs Crypto. It’s legacy rails vs programmable settlement. The latest @reflexivityres report examines why Tokenized Deposits and Prividiums are the banking system’s path onchain.
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.@LayerTwoLabs is raising toward an August 2026 fork activating BIP 300/301 (Drivechain). BIP 300 was proposed in 2015 and has never activated on Bitcoin. Our brief comprehensively covers tokenomics, 4 outcome scenarios, and more: reflexivity.dev/reports/ecas…
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HIP-3 has reached $154 billion in cumulative volume across all deployers since launching on mainnet. MoM growth: $0.8B → $4.2B → $8.1B → $24.8B → $40.3B → $68.5B
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H/t @hydromancerxyz for the data, and the HIP-3 deployers for the success of their respective markets: @tradexyz, @Dreamcash, @hyenatrade, @felixprotocol, @Kinetiq_xyz, @ventuals and one of the newest entrants @tradeparagon
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This week's newsletter spotlight features @JupiterExchange as they roll out Pre-IPO trading enabled by @PreStocks
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This week, Hyperliquid has crossed ~$4 Trillion in cumulative perp volume while today the Assistance Fund has reached $1B in total buybacks, burning 41.71M HYPE (4.17% of supply) forever.
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Check out our full weekly newsletter here for free: open.substack.com/pub/reflex…

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This week, @tethergold took the spotlight in our newsletter as we covered how XAU₮ is enabling the first-ever gold dividend distribution by a public gold company. To read more about XAU₮, check out our research piece for Valour below
Gold is becoming strategic again. Central banks are buying. Sovereigns are hoarding. And one of the largest digital-asset companies in the world now holds over half a million ounces of physical gold. This is @Tether_to Gold (XAU₮), and there's now a regulated ETP for it. Insights from @ReflexivityRes for Valour. Thread:
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Our full weekly newletter can be found here: reflexivityresearch.substack…

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This week, @LayerZero_Core held the spotlight in our weekly newsletter as we took a closer look at Zero: The Decentralized Multi-Core World Computer
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Take a look at the full weekly newletter here: open.substack.com/pub/reflex…

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Reflexivity Research retweeted
📊 Introducing the DEFT Valour Investment Opportunity Index (DVIO) Weekly Report We are pleased to release the first edition of our weekly intelligence report tracking how institutional capital is being allocated across digital assets. The DVIO Index monitors 50 digital assets within @ValourFunds' regulated ETP ecosystem, with weights updated weekly based on assets under management and capital flow momentum. The result is a transparent, rules-based view of where regulated investor capital is actually moving, reflecting real institutional positioning rather than purely price-driven allocation. Key insights from this week’s report (February 6, 2026): 🔹 @Bitcoin continues to dominate institutional capital allocation, accounting for more than 50% of total weekly inflows. 🔹 The DVIO Altcoin Barometer (DAB) indicates a rotation toward #Bitcoin, suggesting a consolidation in investor positioning. 🔹#HYPE recorded strong positive momentum, ranking among the top assets for both weekly price performance and net inflows, signaling increasing investor conviction. 🔹 Weekly index rebalancing resulted in @iota being added to the Index, reflecting evolving capital allocation trends across the Valour ETP ecosystem. The DVIO Weekly Report provides: 🔹 Detailed capital flow analysis 🔹 Price–flow divergence indicators ⁠⁠🔹Institutional accumulation and distribution signals ⁠⁠🔹 A Watchlist tracking emerging assets outside the Top 50 for early-stage momentum signals DVIO is designed to deliver the institutional clarity digital asset markets have long needed, translating Web3 complexity into structured, decision-ready intelligence that asset managers and professional investors can analyze, interpret, and act upon. To learn more about the DVIO Index, its insights framework, and how Valour’s regulated ETP ecosystem can support digital asset portfolio strategy, risk management, and allocation decisions, please contact @forson. 📩 #DeFiTechnologies #Valour #DigitalAssets #InstitutionalFinance #DVIO #AssetAllocation #CryptoETPs @reflexivityres @DigitalStillman @HyperliquidX
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