RECAP: WHO BOUGHT, WHO SOLD?

Detailed Breakdown of Bitcoin Cohorts + 40 Insights

KNOWLEDGE NUGGETS

• ATOM, dydX, and APTOS token unlocks are coming in the next 15 days

• The Fed’s balance sheet has grown $400B in the past two weeks

• Small US banks had their largest weekly deposit outflows since 2007

• MicroStrategy managed to prepay its Silvergate loan at a 25% discount

• BABA up 17% with the news to break up the company into six groups

• BNB slipped over 5% following the Binance CFTC lawsuit announcement

• The volume on Binance is falling fast from 96 to 86% of the BTC daily volume

• Bitcoin short-term holders’ profit is highest since November 2021

• GBTC’s discount decreased from 46% to 35% following the GBTC vs. SEC hearing

• BTC is up 60.2% and QQQ has risen 13.69% over the last 90 days

• Digital asset investment products saw a weekly inflow totaling US$160M

• Bitcoin was the primary beneficiary of weekly inflows with US$128M

• Ethereum suffered outflows of US$5.2M last week

• Ethereum developers confirmed that Shapella Upgrade occurs on April 12th

• Tesla Cybertruck is the most anticipated EV of 2023 per Rerev