Guides & How-To
The CME Bitcoin Futures basis has become one of the most reliable institutional signals for crypto markets. For traders, analysts, and funds, it acts as a bridge between traditional futures pricing and spot market sentiment. What is CME Futures Basis? The basis is the difference between the price of CME
Guides & How-To
The ETH/BTC ratio is one of the most underrated yet powerful signals in crypto research. While traders often focus on Bitcoin dominance or price alone, the ETH/BTC pair provides a direct lens into capital rotation between Bitcoin, Ethereum, and Layer-2 ecosystems. When monitored correctly, this ratio can serve
Guides & How-To
OSINT (open-source intelligence) has become the backbone of modern crypto research. Analysts, traders, and funds increasingly rely on public data to identify flows, trace wallets, monitor stablecoins, and anticipate market rotations before price reacts. In this 2025 edition, we review the best OSINT tools for crypto research, grouped into categories:
Research
Doberman VC — Research Note Topic: Comparative Analysis — OpenAI GPT-5 vs Anthropic Claude 4.5 Date: October 3, 2025 Executive Summary * Claude 4.5 dominates coding benchmarks (82.1% SWE-bench vs 74.9% GPT-5), establishing itself as the premier model for software engineering tasks, autonomous agents, and sustained workflows (30+ hour
Research
Doberman VC — Research Note Topic: Federal Reserve Rate Decisions — Trading Signals & Cross-Asset Positioning Around FOMC Meetings Date: October 2, 2025 Executive Summary * Market consensus for the October 28–29 FOMC is a –25bps cut, with OIS/fed funds futures showing >90% probability; a –50bps tail scenario remains in
Research
Doberman VC — Research Note Topic: Spot Bitcoin ETF Flows as Trading Signals & Capital Rotation Triggers Date: September 30, 2025 Executive Summary * ETF flows drive price discovery: Daily Bitcoin ETF flows show strong 48-72h correlation with BTC price action (R² ≈ 0.65), with $250M+ single-day moves reliably preceding directional shifts.
Research
Stablecoins hit $253B in Q3 2025. Binance captured 59% of CEX inflows, MiCA reshaped liquidity, and whales rotated into L2s and DeFi. Read full Doberman VC Research Note.
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