Despite Institutionalization, Crypto Market Still Trades Like a Rumor Mill, Investors Urged to Focus on Underlying Data
Sygnum Bank Chief Investment Officer Fabian Dori wrote in CoinDesk that while the crypto market has become more institutionalized with spot ETFs, derivatives, and regulated custody, its short-term price action remains highly susceptible to headlines. He argues that the market's structure now pulls on everyone, turning a single story into a price move. Dori suggests that investors should prioritize underlying data such as funding rates, fund flows, and on-chain positioning over daily narratives, citing examples like market reactions to MicroStrategy's Bitcoin sales and spot Bitcoin ETF outflows, which often diverged from what long-term holders or derivatives data indicated. He emphasizes that the real edge lies in investing based on data, not speculating on news.
Source:CoinDesk · Source Link
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