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Access comprehensive coverage of the digital asset market, including market trends, emerging technologies, and investment strategies.
Our customizable dashboard provides you with an overview of the key performance indicators that matter most to you.
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Dashboard
Our customizable dashboard provides you with a real-time view of the key performance indicators that matter most to you. Easily track your investments, monitor market trends, and stay informed about the latest developments in the digital asset space.
Key features
Learn more about our dashboard and how it can benefit your investment process.
Indices
Our proprietary indexes offer a unique perspective on the digital asset market, providing valuable insights into emerging trends and investment opportunities.
Our indices include
Track the overall performance of the digital asset market.
Focus on specific segments, such as decentralized finance (DeFi), enterprise blockchain, and more.
Track emerging trends and technologies within the digital asset space.
Key Takeaways:
Strategy hinted at a new BTC purchase after a week-long pause, while MetaPlanet added another $96M worth of Bitcoin to its reserves. The market is clearly heating up — ICOs are selling out at record speed, and capital inflows appear unstoppable. These are the moments where serious profits can be made — but they also separate the disciplined investors from those who end up holding the bag during sharp reversals.
Volatility will offer great opportunities, but being ready to protect profits the moment momentum stalls will be key.
ETF inflows remain strong, supporting the rally:
This ongoing wave of institutional inflows confirms the strong momentum behind the rally. But history shows momentum can quickly reverse once buying pressure weakens — making risk management essential in the days ahead.
Market breaks out on renewed strength:
Bitcoin led the weekend rally, breaking well above its previous ATH. Altcoins lagged but still delivered positive returns, confirming the logic behind our BTC overweight. With inflation expectations rising, any positive surprise from upcoming macro data could further fuel the rally.
Momentum remains strong, but we’re approaching levels where profit-taking and momentum exhaustion could emerge. We maintain an elevated exposure while monitoring for signs of inflow fatigue. We're prepared to scale back quickly if institutional activity slows.
Positioning:
• Cash: 15% – Increased to take profits and manage volatility
• BTC: 68% – Core holding; leading the current cycle
• ETH: 12% – Trimmed post-breakout; watching for relative strength
• SOL: 5% – Held for upside beta; may lag in BTC-led rallies
