![Weekly Market Positioning Update – [w/c July 7th] article thumbnail](/_next/image?url=https%3A%2F%2Fresearch.nansen.ai%2Fstrapi-assets%2FScreenshot_2025_03_05_at_09_10_12_1e190062f5%2FScreenshot_2025_03_05_at_09_10_12_1e190062f5.png&w=256&q=100)
Data insights
"Pump, baby pump": The stables market cap has troughed in Nov 2023 and kept rising
The crypto ecosystem is receiving new inflows. USDC and Ethena USDE are gaining shares vs. USDT.
Data insights
Nansen Risk Barometer, shallower crypto drawdowns
Overlaying the Barometer from 2021 on vs a BTC buy-and-hold strategy would have delivered a shallower drawdown of -41% to -44% vs. -77%.
![Weekly Market Positioning Update – [w/c July 7th]](/_next/image?url=https%3A%2F%2Fresearch.nansen.ai%2Fstrapi-assets%2FScreenshot_2025_03_05_at_09_10_12_1e190062f5%2FScreenshot_2025_03_05_at_09_10_12_1e190062f5.png&w=3840&q=75)
There's nothing here yet
Check back later!
Free
There's nothing here yet
Check back later!
Follow us on Telegram
Get notified when we publish our latest articles with notifications on Telegram.