Amberdata Digital Asset Snapshot: Short Squeeze, Negative Funding, & BTC/ETH Decoupling Inflation remains sticky, the Fed is not cutting rates, and yields are rising. This creates a genuinely difficult backdrop for risk assets, one that predates the current crisis. An inflation shock is still 3-4 weeks away, with agriculture, shipping, and manufacturing facing months of elevated input costs as the supply chain absorbs it. Within crypto, a short squeeze is underway, which can move the price but mechanical short covering is not a regime change.
The Great Rotation: Who Bought Bitcoin's Dip and Why It Matters This is Section 9, excerpted from our Amberdata Crypto Market Review 2025 and 2026 Outlook: Six Regimes, One Story. Our full report spans 14 sections - ETF flows, derivatives, on-chain, liquidity, and our complete 2026 outlook. HODL waves, balance buckets, and the wealth transfer that defined 2025
Following the Flows: ETFs, Stablecoins, and Where Capital Actually Went This is Section 8, excerpted from our Amberdata Crypto Market Review 2025 and 2026 Outlook: Six Regimes, One Story. Our full report spans 14 sections - ETF flows, derivatives, on-chain, liquidity, and our complete 2026 outlook. $29.3B in ETF inflows, $77B in stablecoin growth, and the October outflow that wasn't what it seemed.