Crypto Positioning

OSINT (open-source intelligence) has become the backbone of modern crypto research. Analysts, traders, and funds increasingly rely on public data to identify flows, trace wallets, monitor stablecoins, and anticipate market rotations before price reacts. In this 2025 edition, we review the best…

The ETH/BTC ratio is one of the most underrated yet powerful signals in crypto research. While traders often focus on Bitcoin dominance or price alone, the ETH/BTC pair provides a direct lens into capital rotation between Bitcoin, Ethereum, and Layer-2 ecosystems. When…

Open Source Intelligence (OSINT) has become a core weapon for crypto analysts, traders, and institutional desks. In a market where flows move before prices , the ability to collect, filter, and act on information faster than competitors defines your edge. This guide…

Doberman VC — Research Note Topic: Spot Bitcoin ETF Flows as Trading Signals & Capital Rotation Triggers Date: September 30, 2025 Executive Summary ETF flows drive price discovery: Daily Bitcoin ETF flows show strong 48-72h correlation with BTC price action (R² ≈…

[ETH] What happened: Highest outflows from spot ETH ETFs in June, with $11.3 million net outflows recorded on Friday. Why it matters: Hold your ETH position in the short term to monitor the impact of institutional outflows and technical price levels. 🎯…

Doberman VC — Research Note Topic: Stablecoin Flows — Q3 2025 (Jul 1–Sep 30, 2025) Date: September 27, 2025 Executive Summary Stablecoin supply surged to new all-time highs, led by USDT and USDC, while DEX competition shifted liquidity share from Uniswap/Curve to…

[Bitcoin] What happened: Bitcoin and Ether are struggling with the options expiry imminent. $17 billion worth of bitcoin options expire tomorrow, putting short-term pressure on the price. Why it matters: Watch the market closely due to the potential short-term price impact of…