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Glassnode's monthly analysis of fund performance, capital flows and allocator trends in digital assets.
We integrated exclusive survey data with
on-chain and market intelligence to reveal manager positioning and allocator trends across the market.
on-chain and market intelligence to reveal manager positioning and allocator trends across the market.
01 Institutional Flow Monitor
Defensive positioning persisted through April as BTC and ETH outflows eased further, stablecoin demand accelerated, and ETF inflows remained constructive.
02 Fund & SMA Performance
Every sub-strategy posted gains for the month, a level of cross-strategy alignment not seen in recent memory. Is this a rebound or repositioning?
03 Strategy Deep Dive: DeFi / Yield
Get a CIO’s take on where edge comes from as lending spreads compress and smart contract risk evolves.
04 On-chain Vault Performance
Curator yields narrowed the gap to Treasuries as on-chain yield strategies stabilize.
05 Manager Monitor
Find out how 400+ managers are positioning for Q2, with cash levels climbing to multi-year highs despite a more constructive market backdrop.
06 Allocation Activity
Institutional activity remains strong, with new fund launches, strategic acquisitions, and continued deployment into digital asset strategies.
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