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DeFiyst
Full time degen, part time trader.
@splitcapital @apg_capital
ETH ETF flow update - very strong trend.
Overtaken BTC again on a market-cap adjusted basis while ETH has been sending.
And this data of course does not capture the bid from Treasury Co's.
Spot supply continuing to dwindle.


DeFiystJun 11, 2025
Contrary to popular belief, ETH ETF flows are crushing.
Adjusting for respective market caps, ETH's inflows are nearly in line with BTC's monster inflows.
h/t @FolioCrypto

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DeFiyst reposted
The Celestia Foundation has worked with Polychain Capital to assign Polychain’s entire remaining TIA holdings to new investors.
This month, the Foundation purchased 43,451,616.09 TIA from Polychain Capital for $62.5m. Polychain will shortly be undelegating their entire staked TIA holdings in order to settle this transaction.
To ensure neutral impact to the Foundation’s financial position, the Foundation is finalizing assignment of this TIA to new investors. These transactions will use a rolling unlock schedule, with the first unlock starting on 16 August and completing on 14 November.
419.21K
It's time to start paying attention.

PlasmaJul 15, 2025
The Plasma testnet is now live.
Built from the ground up for global stablecoin payments, it includes our core components: the PlasmaBFT consensus and our EVM execution layer designed for throughput, speed, and scale.
Trillions.
2.3K
3 years later and this investigative blog needs a V2 for the many escapes that have occurred since.
Relevant excerpt (h/t @HsakaTrades):


Tree NewsJun 16, 2025
FT: Crypto group Tron to go public after US pauses probe into billionaire founder
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