BREAKING: Hyperliquid is quietly outgrowing Coinbase.
Trading Volume (Notional):
• Coinbase: $1.4T
• Hyperliquid: $2.6T
That’s nearly 2x Coinbase’s volume… from an onchain exchange. And the market is noticing.
YTD Price Performance:
• Hyperliquid: +31.7%
• Coinbase: -27.0%
A +58.7% divergence in just weeks.
Final Tally: ETFs took in a record $1.48T in 2025 (nearly a $6b/day pace), which was 28% over last year's record. $VOO took in $138b, which was 18% over the record it set last year. Also, 3,525 ETFs (72% of total) took in cash. Here's the Final Leaderboard. Great job everyone.
Merry Christmas to all, including the Radical Left Scum that is doing everything possible to destroy our Country, but are failing badly. We no longer have Open Borders, Men in Women’s Sports, Transgender for Everyone, or Weak Law Enforcement. What we do have is a Record Stock Market and 401K’s, Lowest Crime numbers in decades, No Inflation, and yesterday, a 4.3 GDP, two points better than expected. Tariffs have given us Trillions of Dollars in Growth and Prosperity, and the strongest National Security we have ever had. We are respected again, perhaps like never before. God Bless America!!! President DJT
$VIX dropped to 14 today, down from 26 just a month ago.
Is volatility "too low"?
In each of the last 8 times this happened, $SPX was higher a month later.
$IBIT is the only ETF on the 2025 Flow Leaderboard with a negative return for the year. CT's knee-jerk reaction is to whine about the return but the real takeaway is that is was 6th place DESPITE the negative return (Boomers putting on a HODL clinic). Even took in more than $GLD which was up 64%. That's a really good sign long term IMO. If you can do $25b in bad year imagine the flow potential in good year.
$VIX - Back to the "take profit" line. Historically we see a bounce or reaction at this level so will see if there's a little end of the year surprise coming.
Q1 2025 Airdrops:
Jupiter → $1.5B airdrop
Meteora → $350M airdrop
Kamino S2 → $180M airdrop
Sonic → $220M airdrop
If you missed all of that, try $BASE.
The TVL is already $14B, and @jessepollak has made it very clear what you need to do to get it.
→ build
→ trade
→ baseposting
→ onboard
Do it all on @base,
+ join @baseapp, you can do all of the above there, without having to search for apps everywhere.
And finally, don't be like me, just watching in Q1 2025, act now and bridge to base.
🚨 Fundstrat’s @MarkNewtonCMT is loading up on crypto right now 👀
He’s using the current weakness as a dip-buying opportunity and sees big upside ahead:
🔹 Crypto likely higher between now & mid Jan
🔹 Momentum could carry into early Feb
🔹 Short-term volatility? No problem, he calls it a strong risk reward setup
Are you buying the dip too? 🔥
Weekly Insights - Edition 236 https://t.co/s1ktQPxttz
This week: global market update (risk-off!), commodity technicals, global bank surveys, credit spreads (and private credit), stocks vs bonds, global ex-US equities, GSV vs ULG...
I have bad news and good news.
The bad news is that technical analysis team tells me Bitcoin printed a death cross today.
A death cross occurs when the 50-day moving average (DMA) of an asset’s price falls below its 200-day moving average, often interpreted as a bearish technical signal indicating potential downward momentum in the medium term.
Good news is: as the following chart shows that’s completely meaningless.