Over the past weeks, crypto markets have lost more than one trillion dollars in market value. Bitcoin has fallen sharply from its recent highs, volatility has increased, and exchange-traded products have seen significant outflows, especially in the United States, while Europe appears more resilient. We speak with James Butterfill, Head of Research at CoinShares, about what is really driving this correction, what fund flow data reveals about investor behavior, and how institutions should think about the role of digital assets in their portfolios.
They discuss, among other topics:
- The main forces behind the current drawdown in digital assets, from United States monetary policy to on-chain activity of large holders
- What CoinShares Digital Asset Fund Flows show about recent outflows, regional patterns, and signs of capitulation among investors
- Whether the present correction is mainly a short-term macro and positioning event or has implications for the long-term investment case for Bitcoin, Ethereum, and other digital assets
- How robust today’s crypto market really is compared with earlier cycles and what current volatility tells us about broader macro risks
- How institutional and professional investors are adjusting their exposure, why diversification and access to distributed ledger technology have become key investment rationales, and what this means for portfolio construction in the DACH region
Guest: James Butterfill is Head of Research at CoinShares. He leads the firm’s analysis on digital asset markets, macro trends, and institutional adoption, including the weekly Digital Asset Fund Flows report that tracks investor positioning across a broad universe of exchange-traded products.
Host: Christian Salow, altii, the digital marketing and communications platform for institutional and professional investors.
Picture © CoinShares
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