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INSTITUTIONS ARE QUIETLY TAKING OVER CRYPTO The retail-driven crypto narrative is gradually changing, and the data is starting to make that clear. Wintermute reported that institutions now represent around 72% of its spot OTC trading volume, up from 59% a year ago. That’s a significant shift in who is driving large-scale market activity. This week brought even more evidence. MARA pledged 18,750 $BTC, worth roughly $1.2B, as collateral for $600M in financing instead of selling its Bitcoin holdings. That’s a balance-sheet decision rather than a short-term trading move, suggesting a willingness to hold through volatility rather than realize gains. ETF flows are also reinforcing the trend: 🔹 $BTC: +$844M 🔹 $ETH: +$244M Ethereum recorded its strongest weekly ETF inflows since April. The bigger picture is becoming clearer: institutional participation is growing, and crypto market structure is increasingly being shaped by larger, longer-term capital. #CPIToResetFedBets #AIMemorySelloffEases #BTCETHETFInflowsReturn