Crypto might feel slow right now, but beneath the surface, whales and institutions are stacking up. Since March 11, Bitcoin whales have accumulated 129,000 BTC, worth around $11.2 billion at current prices. The institutional side is just as active, Bitcoin ETFs saw a net inflow of $744.4 million last week, with a massive $274.6 million on March 18 alone.
This kind of quiet accumulation is never random. It’s a sign of growing confidence, even if the broader market seems uninterested.
Sideways markets can feel dull, but they’re also the best time to zoom out. It’s when hype fades, narratives shift, and real value starts to stand out. We’ve been using this time to fine-tune our portfolio, doubling down on high-conviction plays and developing a framework to separate undervalued opportunities from overhyped distractions.
And as always, we’ll share our findings with you.
- Cryptoverse: Ethena, Europe’s crypto crackdown, and the US’s different approach
- Digital Insight: Introducing our valuation framework
- DV Dealings: We’ve trimmed our SOL position, here’s why
