| name | institutional-crypto |
| 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:
- 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.
- Bitcoin ETF Flows - Recent daily/weekly flows, cumulative AUM,
and trend direction. Name the top ETFs by flow.
- Ethereum ETF Flows - Same structure as BTC ETFs.
- Price Context - Current BTC and ETH prices, helping the user
understand the dollar magnitude of flows.
- 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").
