This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me. As always, this report is powered by the world-class crypto data of @coinmetrics and @talostrading, to whom we are grateful for their partnership. This week we include an updated look at digital asset bank charter applications, and feature some additional insights from the @CIG_Crypto proprietary monthly survey of crypto fund managers. Away from that, we continue to focus on $BTC, $ETH, and $SOL.

This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me. As always, this report is powered by the world-class crypto data of @coinmetrics and @talostrading, to whom we are grateful for their partnership. This week we feature some additional insights from the @CIG_Crypto proprietary monthly survey of crypto fund managers. Away from that, we continue to focus on $BTC, $ETH, and $SOL.

This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me. As always, this report is powered by the world-class crypto data of @coinmetrics and @talostrading, to whom we are grateful for their partnership. This week we feature some additional insights from the @CIG_Crypto proprietary monthly survey of crypto fund managers. Away from that, we continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies.

This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me. As always, this report is powered by the world-class crypto data of @coinmetrics and @talostrading, to whom we are grateful for their partnership. This week we features some additional insights from the @CIG_Crypto proprietary monthly survey of crypto fund managers. Away from that, we continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies.

This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me. As always, this report is powered by the world-class crypto data of @coinmetrics, to whom we are grateful for their partnership. This week we features some additional insights from the @CIG_Crypto proprietary monthly survey of crypto fund managers. Away from that, we continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies. Thanks are due to colleagues Michele Lieber, Mike Sam Hilton, Daenielle Gonzales, Jordan Ehrlich, and Max Wheeler without whom this series could not exist.

This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me. This week we features some additional insights from the @CIG_Crypto proprietary monthly survey of crypto fund managers. Away from that, we continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies. As always, this report is powered by the world-class crypto data of @coinmetrics, to whom we are grateful for their partnership.

This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me. The major tokens were flat-to-up slightly on the week and climbing back within striking range of their highs. Leading treasury companies such as @MicroStrategy $MSTR and @BitMNR $BMNR enjoyed sharp bounces as a result. Away from that, we continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies. We are grateful to our partners at @coinmetrics, on whose world-class crypto data we confidently rely.

This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me. Treasury companies continue evolving into crypto-native merchant banks, as evidenced not just by @saylor's comments at the Wainwright conference but by investments in other companies by @nakamoto and @BitMNR . Away from that, we continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies. We are grateful to our partners at @coinmetrics, on whose world-class crypto data we confidently rely.

This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me. Treasury companies continue stacking and evolving despite significant mNAV compression, and this afternoon we get a decision on Strategy's first opportunity to be added to the S&P 500. Away from that, we expand our conference calendar to cover more events across a wider range of blockchains, and continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies. Thanks are due to colleagues Michele Lieber, Mike Sam Hilton, Daenielle Gonzales, Jordan Ehrlich, and Max Wheeler without whom this series could not exist. We also are grateful to our partners at @coinmetrics, on whose world-class crypto data we confidently rely.