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Institutional and TradFi crypto exposure analysis covering public company holdings (MicroStrategy, Tesla, etc.), Bitcoin and Ethereum ETF flows, and institutional accumulation patterns. Use when the user asks about institutional adoption, ETF flows, corporate treasuries, what institutions are buy...
--- name: institutional-crypto-b54ab404338d description: > Institutional and TradFi crypto exposure analysis covering public company holdings (MicroStrategy, Tesla, etc.), Bitcoin and Ethereum ETF flows, and institutional accumulation patterns. Use when the user asks about institutional adoption, ETF flows, corporate treasuries, what institutions are buying, or MicroStrategy holdings. --- # Institutional Crypto Analysis Analyze institutional and TradFi exposure to crypto by combining corporate holdings data, ETF flow data, and price context. ## Workflow ### Step 1 - Corporate and institutional holdings Fetch public companies and institutions that hold crypto on their balance sheets, including market-to-NAV ratios. ``` defillama:get_dat_holdings include_mnav: true ``` Key fields: `institution_slug`, `token`, `amount`, `holding_usd_value`, `mNAV`. Sort by value to show the largest holders. Note any entities trading at a significant premium or discount to NAV (mNAV far from 1.0). ### Step 2 - Bitcoin ETF flows Get recent BTC ETF inflow and outflow data. ``` defillama:get_etf_flows token: "bitcoin" ``` Positive flows = net buying. Negative flows = net selling. ### Step 3 - Ethereum ETF flows Get recent ETH ETF inflow and outflow data. ``` defillama:get_etf_flows token: "ethereum" ``` ### Step 4 - Price context Fetch current BTC and ETH prices to contextualize the flows. ``` defillama:get_token_prices token: ["coingecko:bitcoin", "coingecko:ethereum"] ``` ## Output Format Present the report with these sections in order: 1. **Institutional Holdings** - Top holders ranked by USD value. Include entity name, token held, amount, value, and mNAV. Call out any notable changes or premium/discount to NAV. 2. **Bitcoin ETF Flows** - Recent daily/weekly flows, cumulative AUM, and trend direction. Name the top ETFs by flow. 3. **Ethereum ETF Flows** - Same structure as BTC ETFs. 4. **Price Context** - Current BTC and ETH prices, helping the user understand the dollar magnitude of flows. 5. **Key Takeaways** - Summarize whether institutional appetite is growing or shrinking, and any notable patterns. ## Tips - Sustained positive ETF flows alongside rising price = strong institutional demand. - An entity with mNAV >> 1 is trading at a premium to its crypto holdings (e.g., MicroStrategy often trades above NAV). - Compare weekly ETF flows to previous weeks to identify acceleration or deceleration in institutional buying. - Negative ETF flows during price dips may indicate profit-taking rather than loss of conviction if flows resume quickly. - Use `start_date` / `end_date` for custom date ranges when analyzing specific periods (e.g., `start_date: "2025-01-01", end_date: "2025-03-31"`).--- name: institutional-crypto-b54ab404338d description: > Institutional and TradFi crypto exposure analysis covering public company holdings (MicroStrategy, Tesla, etc.), Bitcoin and Ethereum ETF flows, and institutional accumulation patterns. Use when the user asks about institutional adoption, ETF flows, corporate treasuries, what institutions are buying, or MicroStrategy holdings. --- # Institutional Crypto Analysis Analyze institutional and TradFi exposure to crypto by combining corporate holdings data, ETF flow data, and price context. ## Workflow ### Step 1 - Corporate and institutional holdings Fetch public companies and institutions that hold crypto on their balance sheets, including market-to-NAV ratios. ``` defillama:get_dat_holdings include_mnav: true ``` Key fields: `institution_slug`, `token`, `amount`, `holding_usd_value`, `mNAV`. Sort by value to show the largest holders. Note any entities trading at a significant premium or discount to NAV (mNAV far from 1.0). ### Step 2 - Bitcoin ETF flows Get recent BTC ETF inflow and outflow data. ``` defillama:get_etf_flows token: "bitcoin" ``` Positive flows = net buying. Negative flows = net selling. ### Step 3 - Ethereum ETF flows Get recent ETH ETF inflow and outflow data. ``` defillama:get_etf_flows token: "ethereum" ``` ### Step 4 - Price context Fetch current BTC and ETH prices to contextualize the flows. ``` defillama:get_token_prices token: ["coingecko:bitcoin", "coingecko:ethereum"] ``` ## Output Format Present the report with these sections in order: 1. **Institutional Holdings** - Top holders ranked by USD value. Include entity name, token held, amount, value, and mNAV. Call out any notable changes or premium/discount to NAV. 2. **Bitcoin ETF Flows** - Recent daily/weekly flows, cumulative AUM, and trend direction. Name the top ETFs by flow. 3. **Ethereum ETF Flows** - Same structure as BTC ETFs. 4. **Price Context** - Current BTC and ETH prices, helping the user understand the dollar magnitude of flows. 5. **Key Takeaways** - Summarize whether institutional appetite is growing or shrinking, and any notable patterns. ## Tips - Sustained positive ETF flows alongside rising price = strong institutional demand. - An entity with mNAV >> 1 is trading at a premium to its crypto holdings (e.g., MicroStrategy often trades above NAV). - Compare weekly ETF flows to previous weeks to identify acceleration or deceleration in institutional buying. - Negative ETF flows during price dips may indicate profit-taking rather than loss of conviction if flows resume quickly. - Use `start_date` / `end_date` for custom date ranges when analyzing specific periods (e.g., `start_date: "2025-01-01", end_date: "2025-03-31"`).
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