For months, ETF creations acted as a steady bid for Bitcoin. From May 15 to June 3, redemptions reached ~$4.37B.
The ETF daily print serves as a high-signal indicator for institutional risk appetite: it converts macro positioning into observable spot-market pressure.

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IntoTheBlock

8h ago

Institutions hold 86.4% of their treasuries in Bitcoin, well above its weight in the broader market.
Treasury allocators are more conservative than the market they operate in, and they treat Bitcoin as the reserve asset of onchain capital.
Data via @CTTbyBen.

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IntoTheBlock

06-06 14:10

Concentration in DeFi varies by category.
Liquid staking is the most concentrated, lending stays high but stable, and DEXs remain the most fragmented.
Data reflects where network effects and liquidity accumulate, mapping where capital has already chosen to stay.

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IntoTheBlock

06-06 14:06

US spot Bitcoin ETFs closed May with roughly $2.43B in net outflows, the weakest monthly print of 2026. April had delivered $1.97B in net inflows.
The same regulated vehicles that absorb capital in risk-on conditions release it just as quickly when the macro backdrop turns.

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IntoTheBlock

06-05 06:01

Institutional crypto treasuries hold $169.1B, which is 7.4% of the total crypto market.
That is a clear measure of how early institutional adoption remains, and how much capital has yet to move onchain.
Data via @CTTbyBen.

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IntoTheBlock

06-04 10:06

Lending is the credit layer of the on-chain economy. It holds around half of all DeFi TVL and stays steady through every market cycle. The top five protocols control ~80% of the category.
The category that funds everything else is the one capital trusts first.
More data on

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IntoTheBlock

06-01 14:02

A crypto tail event can unfold inside a single block. Many institutional risk processes were never designed to operate on that cadence.
How do you build models that keep up? Discover it with Patrick Loughran on our upcoming webinar.
📅 June 17 at 12pm ET.
Secure your spot. Register now:

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IntoTheBlock

05-31 15:45

Stablecoins listed on CoinGecko have grown from <50 in 2018 to nearly 400 in 2025, with issuance still accelerating.
The credit infrastructure to deploy that capital with discipline needs to scale alongside it.
Read more:

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IntoTheBlock

05-30 15:39

Lending sees the highest count of DeFi exploits because it integrates the most components: oracles, liquidations, collateral, external markets.
Bridges produce fewer events but the highest loss per event by a significant margin.

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IntoTheBlock

05-29 20:04

Most DeFi exploits still originate on chain, though off-chain and hybrid incidents have grown visibly.
A formally verified contract can be drained if the wallet controlling it is compromised through phishing or a malicious dependency.

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IntoTheBlock

05-28 14:07

How do you model what you cannot see?
Certain risks, such as hidden leverage and reflexivity, can quickly turn minor risks into systemic ones.
Patrick Loughran explains it on June 17 at 12pm ET.

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IntoTheBlock

05-26 18:05

While risk models from TradFi share concepts with digital assets, critical onchain dynamics often go unaccounted for.
Where do these models hold? Where do they break? Patrick Loughran covers both on June 17 at 12pm ET.

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IntoTheBlock

05-26 12:51

Bitcoin ETFs saw their largest weekly outflows since late January, when a similar bout of ETF weakness coincided with BTC falling from $89k to roughly $62k

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05-25 14:12

40+ DeFi protocols.
12+ blockchains.
One analytical view.
The data fragmentation problem in DeFi vault research is a real cost for institutional teams and end users alike.
Smart Yield consolidates it.
Explore the real DeFi:

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IntoTheBlock

05-24 16:02

Tempo currently holds $18.3M in on-chain stablecoins. Only $7.4M is deployed in DeFi. The remainder sits idle in wallets and payment settlement rails.
The Morpho integration is built to close that gap. Where that capital routes next is the more interesting question.
Read more:

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