ALLOCATION SHIFTS

BTC FLOWS

• microstrategy added 3,459 btc at $82,618 avg, total holdings now 531,644 btc

• metaplanet secured 319 btc ($26.3m), becoming 9th largest public holder with 4,525 btc

• blackrock ibit led $713m btc etf outflows last week

• btc trading at $83,601 down from $85,732 weekend high

ETH MARKETS

• eth etfs saw $82.7m outflows last week

• eth price at $1,595

• major whale closed eth short, opened $198.4m btc long at 40x on hyperliquid

• position already up $6.28m unrealized

POSITION METRICS

• microstrategy's cost basis sits at $67,556 per btc

• metaplanet now holds 4,525 btc total

• hyperliquid trader using 40x leverage on $198.4m position