How Arkham Insights is redefining onchain alpha for serious crypto traders

Everyone wants an edge. 

But many traders still rely on Crypto Twitter sentiment, Telegram alerts, and fragmented dashboards to navigate markets, meaning by the time they move to execute a trade, they’re already behind. Rather than more data, these traders need faster, focused, and clearer insights.

That’s where Arkham, trusted by leading trading firms, exchanges, protocols, media organizations, government entities, and over three million users, comes in. With its launch of Arkham Insights, Arkham is now the crypto equivalent of a Bloomberg Terminal, powered by AI. It’s a command center where traders can monitor markets, follow institutional positioning, and quickly absorb…

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LATEST: Crypto Investment Products Record $3.3B Inflows, AUM Reaches $239B

Digital asset investment products bounced back strongly last week, attracting $3.3 billion in inflows. The rally came after weaker-than-expected U.S. macroeconomic data, while late-week price gains pushed total assets under management to $239 billion, close to the all-time high of $244 billion set in August.

The U.S. led the charge with $3.2 billion in inflows, followed by Germany with $160 million. Friday marked Germany’s second-largest daily inflows on record, though Switzerland saw $92 million in outflows. Bitcoin was the standout performer, drawing $2.4 billion in its largest weekly inflows since July, while short-bitcoin products recorded modest outflows.

Ethereum reversed its recent losing streak with $646 million in inflows across four days. Solana posted its biggest single-day inflow ever at US$145 million, bringing its weekly total to $198 million. Meanwhile, Aave and Avalanche saw minor outflows of $1.08 million and $0.66 million, respectively.

Source

A Circular Economy And The Four Archetypes Of Bitcoiners

A few years ago, I made an unlikely bet: to build a Bitcoin circular economy in the heart of a fishing village in Brazil’s Northeast. No venture capitalists, no “crypto,” no empty promises. Only nodes, satoshis, in‑person education and plenty of sidewalk conversations. 

That is how Praia Bitcoin Jericoacoara was born: a radical experiment in financial sovereignty built with open source tools and feet in the sand.

In four years at Praia Bitcoin Jericoacoara, we turned a beach town into a living Bitcoin classroom: We onboarded families, shopkeepers and street vendors; taught self‑custody in small groups; installed reliable Lightning routes and point‑of‑sale tools; ran…

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Industries, Senators clash over crypto market structure legislation

The White House wants Congress to move quickly on cryptocurrency market structure legislation. When it comes to ironing out the details, though, lawmakers and industry stakeholders have their work cut out for them. 

Speaking at an industry event in Washington, D.C. Thursday, Patrick Witt — the newly-appointed executive director of the President’s Council of Advisors on Digital Assets — said getting the bill over the finish line is a top priority. 

Senate Republicans last week unveiled an updated draft of their crypto market structure bill, the Responsible Financial Innovation Act of 2025. The legislation is notably different from the CLARITY Act, which the House passed in…

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Weighing Figure’s growth potential after Nasdaq debut

This is a segment from the Forward Guidance newsletter. To read full editions, subscribe.

Figure went public yesterday, and Gemini was set to follow suit today. Somewhat related (you’ll see), we were reminded of how the biggest asset managers could help fuel a tokenization boom. 

Let’s hone in on Figure, which just debuted on the Nasdaq. Shares of FIGR opened at $36 on Thursday — 44% above its $25 IPO price. The stock was trading around $33.20 at 1:30 p.m. ET. 

Making another appearance in this newsletter (after I cited his COIN vs. HOOD report) is Blockworks Research’s Marc Arjoon. His latest write-up points out a regulatory edge Figure has over certain…

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Ethereum’s paradox: Usage at all-time highs as fees plummet

Ethereum is scaling into its role as the neutral settlement layer. Value accrues across L2s and applications — not from squeezing L1 fees. The paradox is, on a usage versus revenue basis, Ethereum appears to be both winning and losing.

Consider this:

Throughput up: monthly transactions and unique active addresses are at, or near, highs.

Cost down: median and average tx fees sit near cycle lows; base-fee gwei is low and steady.

Mix shift: rollups are stuffing blobs at record levels; users trade more, especially stables, without pushing L1 fees up.

Revenue craters: base-fee burn + tips are far below 2021–22; net issuance is low but generally positive.

The…

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Parabolic Bitcoin Rally Is Coming—Here’s What To Watch

One of the dominant narratives this cycle has been that “this time is different.” With institutional adoption reshaping Bitcoin’s supply and demand dynamics, many argue that we won’t see the kind of euphoric blowoff top that defined past cycles. Instead, the idea is that smart money and ETFs will smooth out volatility, replacing mania with maturity. But is that really the case?

Sentiment Drives Markets, Even for Institutions

Skeptics often dismiss tools like the Fear and Greed Index as too simplistic, arguing that they can’t capture the nuance of institutional flows. But writing off sentiment ignores a fundamental truth that institutions are still run by people, and people…

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Thursday links: Overpriced debt, community-approved stables and Justin Sun

This is a segment from The Breakdown newsletter. To read more editions, subscribe

Strategy as financing franchise

Bond investors are generally considered more sophisticated than stock market investors (there’s more math involved, for one thing) — and no one has ever accused professional bond investors of being less sophisticated retail stock market investors.

But a recent paper that does the math on Strategy’s valuation suggests they might be.

Equity investors, it finds, are paying the right price for Strategy’s equity — but only because bond investors are paying the wrong price for Strategy’s bonds.

This makes Strategy a “financing franchise” that…

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The End Of Paper Bitcoin Summer

As summer now turns to fall in the northern hemisphere, the stonkcoiner dream of bitcoinizing finance is rapidly becoming a nightmare. The bitcoin paper summer of issuing shares to clueless financial markets at (extreme) overvaluations to thereby buy bitcoin on the cheap is ending, not with a bang of success but with a pretty unimpressive whimper.

The bitcoin treasury dream was nice; I even openly admit that it made some sense. 

For a few months, Wall Street merrily entertained the froth and fuelled the fires. But at last, financial gravity is reasserting itself: We’re all waking up from our summer fling with financial delusion, where things traded for more than what…

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What’s next for crypto markets as Fed rate cut expectation holds?

This is a segment from the Forward Guidance newsletter. To read full editions, subscribe.

No one is really arguing whether the Federal Reserve will cut rates next week. The conversation has become: by how much? And how will that impact crypto markets?

It’s perfect timing for such a question, as more data dropped today.

The Consumer Price Index (CPI) increased 0.4% in August (on a seasonally adjusted basis) — up from a 0.2% rise in July. It rose 2.9% for the 12 months ending August, slightly up from the 2.7% annualized figure last month. Core CPI (excludes food and energy) rose 0.3% in August, as it did in July.

21Shares crypto investment specialist David Hernandez…

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