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Delphi Digital: Institutional Crypto Demand Drops 90% from August Peak Data to $5.5 Billion, Capital in Wait-and-See Mode
Summary: According to reports, Delphi Digital recently stated on X platform that institutional crypto demand has significantly decreased, with traffic dropping 90% from the peak in August. Funds flowing into DAT Treasury Company surged to $5.5 billion in August 2025, but have now dropped to less than $500 million per month. October's fund flows are nearly ...
According to reports, Delphi Digital recently stated on X platform that institutional crypto demand has significantly decreased, with traffic dropping 90% from the peak in August. Funds flowing into DAT Treasury Company surged to $5.5 billion in August 2025, but have now dropped to less than $500 million per month. October's fund flows are nearly invisible, with BTC attracting the remaining institutional attention, while altcoin trading has essentially stalled. Strategies are also showing signs of weakness, with mNAV plummeting from around 2.5 in early 2025 to approximately 1.2 today. Speculative premiums have been greatly reduced, despite MSTR's trading price still being higher than the BTC it holds. Institutional capital is in a wait-and-see mode, with existing positions losing value.
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Link: Delphi Digital: Institutional Crypto Demand Drops 90% from August Peak Data to $5.5 Billion, Capital in Wait-and-See Mode [Copy]
