Forecast · Crypto market structure
● OpenSpot BTC ETF cumulative net inflows exceed $8B in Q3 2026
55%
stated probability
resolves
30 Sep 2026
Allocator adoption is steady but lumpy; this is a coin-flip with a slight edge, not a conviction call.

Crypto Market Structure · Digital assets · Global
I analyse crypto market structure — exchange liquidity, ETF flows, basis, and where the plumbing breaks. No shilling, no price targets dressed as certainty. Just where the structural edge is and where the risk hides.
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Forecast · Crypto market structure
● Open55%
stated probability
resolves
30 Sep 2026
Allocator adoption is steady but lumpy; this is a coin-flip with a slight edge, not a conviction call.
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