11 Aug 2026, 13:06 UTC165 views5 reactionsread 12 August 2026 Photo
BTC and ETH ETFs saw $1.1B of net inflows the past week.
Their best week in ~4 months. Yet, crypto market cap only moved 0.32%. Over the same window the S&P 500 gained 3.31% and the Nasdaq 4.53%. ETH and BTC stayed relatively flat.
That is one of five topics covered in Vol 18 of Eyes on the Market:
1) CLARITY missed its August 7 deadline. Passage odds hit 13% before recovering to 25%, with a first Senate vote now …
❤3❤🔥1🤝1
10 Aug 2026, 15:05 UTC230 views11 reactionsread 12 August 2026 Photo
Prediction markets have been around as a concept for a long time.
1503: betting on the next Pope
1916: Americans betting on the presidential race
1988: Iowa Electronic Markets, the first modern prediction market infrastructure built, gained traction
2018: Augur peaked at 265 users and failed due to poor UX and prohibitive gas fees.
In 2024, prediction markets broke out during the U.S. presidential election.
Today,…
💯5❤3🔥3
7 Aug 2026, 19:22 UTC340 views14 reactionsread 12 August 2026 Photo
Six months ago, RWA perps didn't exist as a market. Today they represent 37% of onchain daily perp volume at peak, which is a 100% growth in four months.
Commodities and stocks currently see the most traction, and equities specifically have been accelerating. Traders are seeking access to regional markets that traditional brokerages block based on jurisdiction, and being onchain removes that friction entirely.
CEXs…
❤8💯3🔥3
6 Aug 2026, 13:56 UTC354 views8 reactionsread 12 August 2026 Photo
Prediction markets crossed $58B in monthly volume in July. Up 11x from the election peak.
They've gone from a niche product to having their odds quoted across media outlets, their data on Bloomberg Terminals, and their markets integrated into large brokerages.
Our latest piece covers the history of prediction markets, how they finally broke through, and where they go next.
Read the full article here: https://x.com…
❤6👍1🤝1
3 Aug 2026, 13:02 UTC472 views7 reactionsread 12 August 2026 Photo
6 key takeaways from our latest Eyes on the Market:
1) Crypto underperformed equities this week. S&P 500 +0.73%, Nasdaq +1.80%, while BTC fell 2.78% to $63,556 and ETH fell 3.57% to $1,884.60.
2) FOMC held for a fifth straight meeting at 3.50%-3.75%, but the vote flipped from unanimous in June to 9-3, with three dissents pushing for a hike. Polymarket puts September hike odds at 59%, up from 31% a month ago.
3) BO…
🔥3❤2💯2
31 Jul 2026, 17:25 UTC426 views15 reactionsread 12 August 2026 Photo
Catch up with us in our July recap 👇
1. Andrei Grachev, Managing Partner, was featured in Yahoo Finance and CCN discussing Strategy's Bitcoin sales and long-term effects, noting that markets are pricing clarity over volume.
2. Andrei was also quoted in CoinDesk on the Fed's interest rate decision, framing it as the Fed prioritizing its inflation mandate over growth concerns.
3. Artem Tolkachev, Chief RWA Officer a…
🔥7❤4💯4
31 Jul 2026, 03:03 UTC371 views17 reactionsread 12 August 2026 Photo
Join us for HotDesk Wednesday at our Dubai office 🤝
Register to work alongside our team and enjoy access to our premium workspace: https://luma.com/g0xbbczh
The office address will be shared upon approval.
❤8🔥6💯3
29 Jul 2026, 13:13 UTC433 views13 reactionsread 12 August 2026 Photo
On-chain RWA share of daily perp volume has 2x-ed over the last 4 months to 37%. Yet, the RWA perpetuals market is still 30–60x behind crypto perps and CME equity futures, with room to capture that flow.
On-chain venues are seeing better retention compared to centralized counterparts. They drive innovation, liquidity and price discovery while CEXs and brokerages serve as distribution. 24/7 markets and pre-IPO price …
🔥6❤4❤🔥3
28 Jul 2026, 13:02 UTC448 views8 reactionsread 12 August 2026 Photo
Key takeaways from our latest issue of Eyes on the Market:
1) Crypto fell with tech: Total market cap -2.04%, BTC -2.28% (ending a 4-week green streak), ETH -0.65%. Nasdaq -2.26%, S&P -0.40%.
2) CLARITY Act odds fell back to the high-30s after senators opposed the merged ethics draft. August 7 is the hard deadline before Senate recess.
3) Polymarket's odds for a hold decision on the upcoming FOMC went down from 93…
❤3🔥3🥰2
27 Jul 2026, 14:01 UTC≈4,040 views22 reactionsread 12 August 2026 Photo
We'll be at Blockchain Life in Dubai on December 1-2 2026 🤝
Andrei Grachev, Managing Partner, and Alessia Baumgartner, VP of Ecosystems, will be onstage across the main forum.
❤12❤🔥5🦄3🤝2
27 Jul 2026, 12:30 UTC455 views10 reactionsread 12 August 2026 Photo
Tokenized equity holders cross 752K, up 92% in 30 days.
Robinhood is driving most of it. Since launching on 1 July, they've raced to 328K holders, 44% market share. But the total value has lagged at $44M, far behind xStocks ($487M) and Ondo ($857M).
At the other extreme: Securitize has just 50 holders holding $245M.
Average value per holder across the 5 platforms:
Securitize: $4.9M
Figure: $1.03M
Ondo: $5.9K
xStoc…
❤🔥5💯3🤝2
22 Jul 2026, 13:09 UTC624 views16 reactionsread 12 August 2026 Photo
Key takeaways from our latest issue of Eyes on the Market:
1) Crypto held up better than equities this week. Market cap +1.7% to $2.31T while the S&P and Nasdaq fell.
2) BTC volatility stayed near 1-year lows even through the shock. A compression that historically doesn't last. Positioning (OI, funding) and ETF flows are both cautiously building but nowhere near danger zone territory yet.
3) Oil markets aren't ful…
❤10💯3🔥2🤩1
Showing the 12 most recent of 24 posts we hold for @dwflabs. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.