CeFi lending had its first contraction since Q3 2024, down 6% QoQ to $ 23.3B.
Tether still owns 68% of the market despite a 7% pullback. Nexo, Maple, and Coinbase were the only lenders that actually grew.
Galaxy (-21%) and Ledn (-19%) took the brunt of the deleverage.
👉 Full report.
@cryptoquant_official
Tether still owns 68% of the market despite a 7% pullback. Nexo, Maple, and Coinbase were the only lenders that actually grew.
Galaxy (-21%) and Ledn (-19%) took the brunt of the deleverage.
@cryptoquant_official
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Bitcoin is testing $60K support, and exchange deposits are flashing warning signs.
BTC inflows jumped above 50K/day, ETH inflows spiked above 1.25M, and altcoin deposits hit a two-month high.
Whales appear to be leading the move.
Incoming volatility.
👉 Get the data.
@cryptoquant_official
BTC inflows jumped above 50K/day, ETH inflows spiked above 1.25M, and altcoin deposits hit a two-month high.
Whales appear to be leading the move.
Incoming volatility.
@cryptoquant_official
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Altcoin Sell Pressure Broke to a Fresh Multi-Year Low
“The cumulative buy/sell volume diff (alts ex BTC/ETH) hit a 5-year extreme in June. Now it's gone even lower.” – Read More
By IT Tech | @cryptoquant_official
“The cumulative buy/sell volume diff (alts ex BTC/ETH) hit a 5-year extreme in June. Now it's gone even lower.” – Read More
By IT Tech | @cryptoquant_official
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One exchange did $53.8B in TradFi equity perps last month. 80% of the entire market.
Binance built it on SpaceX perps, now the most-traded TradFi contract on any crypto exchange.
Pre-IPO access, 24/7, no broker in the way.
👉 See the research.
@cryptoquant_official
Binance built it on SpaceX perps, now the most-traded TradFi contract on any crypto exchange.
Pre-IPO access, 24/7, no broker in the way.
@cryptoquant_official
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Crypto Liquidity Continues To Dry Up
“USDC and USDT market cap are down -3.6% and -2% respectively over the past 30 days. Overall, we can see that this slowdown has now been in place since November 2025.” – Read More
By Darkfost | @cryptoquant_official
“USDC and USDT market cap are down -3.6% and -2% respectively over the past 30 days. Overall, we can see that this slowdown has now been in place since November 2025.” – Read More
By Darkfost | @cryptoquant_official
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Four Bitcoin Bottoms, One Signal: the 100-Day NUPL Below Zero
“Either the 100-day EMA crosses zero as it did at every prior bottom, or this becomes the first cycle to bottom without it, which would fit the shallower-each-time trend.” – Read More
By thechessONCHAIN | @cryptoquant_official
“Either the 100-day EMA crosses zero as it did at every prior bottom, or this becomes the first cycle to bottom without it, which would fit the shallower-each-time trend.” – Read More
By thechessONCHAIN | @cryptoquant_official
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40% of Altcoins Are Trading Around Their All Time Low
“The altcoin market has now reached an extreme level of underperformance… It’s now essential to carefully select the projects you choose to be exposed to, and stay highly selective.” – Read More
By Darkfost | @cryptoquant_official
“The altcoin market has now reached an extreme level of underperformance… It’s now essential to carefully select the projects you choose to be exposed to, and stay highly selective.” – Read More
By Darkfost | @cryptoquant_official
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Bitcoin tends to rally in July, even in bear markets.
In 2018 and 2022, BTC gained +20% and +17% in July despite weak broader trends.
With Bitcoin entering this July fresh off a $57.7K bear-market low, seasonality now skews near-term risk toward more upside
👉 See the details.
@cryptoquant_official
In 2018 and 2022, BTC gained +20% and +17% in July despite weak broader trends.
With Bitcoin entering this July fresh off a $57.7K bear-market low, seasonality now skews near-term risk toward more upside
@cryptoquant_official
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Bitcoin Demand Staged One of Its Sharpest Recoveries This Year
“Historically, the strongest and most sustainable rallies begin when both futures and spot demand move higher together.” – Read More
By IT Tech | @cryptoquant_official
“Historically, the strongest and most sustainable rallies begin when both futures and spot demand move higher together.” – Read More
By IT Tech | @cryptoquant_official
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Strategy's Cost Basis vs. Binance's: Who's really underwater on Bitcoin?
“By comparison, all the BTC sitting on Binance carries an estimated realized price of around $60 900, a level well below Strategy's [$75,476] own.” – Read More
By Darkfost | @cryptoquant_official
“By comparison, all the BTC sitting on Binance carries an estimated realized price of around $60 900, a level well below Strategy's [$75,476] own.” – Read More
By Darkfost | @cryptoquant_official
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Charles Edwards thinks Bitcoin has real downside the market is completely ignoring, from a risk almost nobody's pricing: quantum.
He also breaks down why 200+ treasury companies are a "ball and chain" on crypto, why the four-year cycle might be a coincidence this time, and why Saylor's 12% yield model is structurally broken.
Unbiased Ep. 3 is out now.
Watch Now on YouTube
Also listen on Spotify, Apple Podcasts, and more.
@cryptoquant_official
He also breaks down why 200+ treasury companies are a "ball and chain" on crypto, why the four-year cycle might be a coincidence this time, and why Saylor's 12% yield model is structurally broken.
Unbiased Ep. 3 is out now.
Watch Now on YouTube
Also listen on Spotify, Apple Podcasts, and more.
@cryptoquant_official
YouTube
Bitcoin's Quantum Threat & Why DATs Are a "Ball and Chain" | Unbiased Ep. 3 ft. Charles Edwards
In the third episode of the CryptoQuant Unbiased podcast, host Ben Sizelove and Julio Moreno sit down with Charles Edwards, founder of Capriole Investments, for a data-driven breakdown of where Bitcoin stands right now — and why this cycle looks nothing like…
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Binance Monthly Futures Volume Reaches $1.6T, Highest Level This Year
“Derivatives trading on Binance hasn't lost momentum. The jump in futures volume suggests that despite all factors, traders are still actively taking positions on the Binance futures market.” – Read More
By maartunn | @cryptoquant_official
“Derivatives trading on Binance hasn't lost momentum. The jump in futures volume suggests that despite all factors, traders are still actively taking positions on the Binance futures market.” – Read More
By maartunn | @cryptoquant_official
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One of the cleanest MCP use cases we've seen:
CryptoQuant MCP → n8n → Telegram
Runs hourly. Alerts only on meaningful BTC flow extremes.
No dashboard refreshing. Just signal when it matters.
👉 Get the template here.
@cryptoquant_official
CryptoQuant MCP → n8n → Telegram
Runs hourly. Alerts only on meaningful BTC flow extremes.
No dashboard refreshing. Just signal when it matters.
@cryptoquant_official
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