Episode Details
Back to Episodes2026-08-17:Yield Starvation and The Active Rotation: Why Capital is Fleeing Passive Bitcoin ETFs for Staked Assets and RWA Infrastructure
Published 1 month, 3 weeks ago
Description
Nearly 390 million dollars leaves Bitcoin ETFs, yet Harvard quietly stops selling its 101 million dollar IBIT position. Is the institutional exit already over, or is the market simply changing what it is willing to own? This episode follows the growing divide between passive crypto exposure and assets built to generate yield or power real-world settlement. Fidelity wants to stake up to 100 percent of an Ethereum ETF. Chainlink jumps about 15 percent as tokenized real-world assets settle near 31.5 billion dollars. Meanwhile, Solana attracts fresh fund inflows while its chart points the other way. Add 4.5 trillion dollars in annualized stablecoin settlement, and the real story may be hiding beneath the price candles. https://deepmarket.report/en/report/crypto/2026-08-17?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-crypto-en&utm_content=2026-08-17-en&utm_term=report_link