Solana spot ETFs had their strongest stretch on record.

$138M of net inflows over 10 days, including a single-day high of $47M on Tuesday.

Leading the pack is @Bitwise's BSOL, now holding 9.3 million $SOL and crossing $1B in AUM – the first Solana ETF to get there.

Live Solana ETF flow, balance, and volume charts

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$BTC and equities are decoupling.

Correlation with the S&P is approaching its lowest point in almost 2 years.

The tight equity relationship that defined much of the recent downtrend is fading. https://twitter.com/glassnode/status/2092605995356966938

The blockchain trilemma: a network can strengthen two of decentralization, security, and scalability, usually at a cost to the third.

Read our joint report with @ARKInvest on how Bitcoin, Ethereum, and Solana compare.

#BTC spot ETFs recorded their highest monthly inflows since July 2025.

They pulled in ~$3.5 billion in August.

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Bitcoin has stalled below long-term overhead supply.

The trading range is well-defined by two cost basis clusters.

Liquidation clusters also provide significant confluence.

Read our latest Week On Chain Article

The signal that marked the $126K $BTC top is Risk-On again.

After the Bitcoin Vector Signal flipped risk off in October 2025, BTC drew down 54%.

It flipped long again as BTC broke above 70k. Sign up below 👇

https://glassno.de/btc-vector

The median altcoin is 58% below its price at the BTC high.

The privacy sector is 213% above it, and not only because of $ZEC.

Read the full article: https://x.com/i/article/2096912210077380609

#BTC is trading like a different asset than it was in March.

Back then its 90d correlation with the Nasdaq-100 was 0.57 and with gold 0.21.

Today the readings are swapped: 0.22 NDX and 0.57 gold. https://twitter.com/n3ocortex/status/2095871699103179145

BTC volatility is currently historically low.

However, the strongest driver of low vol is not market cap.

It is who holds the coins.

Long-term holder supply explains more of realized vol than market cap, open interest, or turnover.

Bitcoin ETFs took in $643M last Thursday.

That is the biggest single-day inflow since January.

It follows the strongest month ETFs have had all year.