ETH
FreeETH staking yield versus the risk-free rate
The spread finally turned positive again, and flows follow the spread.
ETH23 Jul· 5 min
Zoe Carter Verified
5 notes · 75 subscribers · publishing since May 2026
On-chain flows, ETF demand, and crypto-macro cross-currents. Signal over noise.
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5BTC
FreeBTC: the ETF bid changed the microstructure
Spot flows now set the marginal price. Funding matters less than it did.
BTC22 Jul· 4 min
COIN: the level that decides the cycle
ETF inflows are the marginal buyer now, and on-chain supply is tightening into it.
COIN26 May· 3 min
MSTR: the level that decides the cycle
The cycle level is clear; I trade around it with defined risk.
MSTR24 Apr· 3 min
MSTR: ETF flows are the marginal buyer
Subscribers get the full thesis, the levels, and my positioning on MSTR. Subscribe to read on.
MSTR7 Mar· 6 min
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