Crypto Positioning

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…

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…

Stablecoins are not just “digital dollars” — they are the heartbeat of on-chain liquidity . When billions of USDT or USDC flow into exchanges, risk appetite often returns to the crypto market. Conversely, when stablecoins are withdrawn or supplies contract, it usually…

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 ≈…

Doberman VC — Research Note Topic: Stablecoin Flows — Q3 2025 (Jul 1–Sep 30, 2025) Date: September 27, 2025 Executive Summary Stablecoin supply surged to new all-time highs, led by USDT and USDC, while DEX competition shifted liquidity share from Uniswap/Curve to…

[ETH] What happened: Highest outflows from spot ETH ETFs in June, with $11.3 million net outflows recorded on Friday. Why it matters: Hold your ETH position in the short term to monitor the impact of institutional outflows and technical price levels. 🎯…

[Bitcoin] What happened: Bitcoin and Ether are struggling with the options expiry imminent. $17 billion worth of bitcoin options expire tomorrow, putting short-term pressure on the price. Why it matters: Watch the market closely due to the potential short-term price impact of…