Institutional Crypto Bridge

Crypto companies are moving more strongly than the funds. The equity story is adding something beyond the coins themselves.

This page compares the main listed routes into crypto. It asks which funds follow their coins cleanly, which companies add their own risk, where trading capacity sits and whether the story survives without its biggest winner.

MARKET
CHAIN
FUNDSHAREdifferent routes carry different extra risks
Bitcoin · 21 sessions-0.9%Underlying coin
Ethereum · 21 sessions-8.3%Underlying coin
Middle fund move-4.4%Eight listed products
Middle company move-30.7%Eight listed businesses
Funds rising0 of 8Market breadth
Companies rising0 of 8Market breadth
Funds beating their coin0 of 8Same 21 sessions
Companies beating Bitcoin0 of 8Same 21 sessions
Fund gap versus Bitcoin-3.4%Middle fund minus BTC
Most traded bridgeMSTR$2.9bn a day
Closest coin followerGBTC+0.91 daily link
Strongest listed routeARKB-4.2%
Weakest listed routeMARA-42.8%
Result without leader-19.2%Equal share of remaining routes
Funds with buying pressure0 of 8Price and volume agree
Companies with buying pressure1 of 8Price and volume agree
Funds above 90% coin link5Close daily tracking
Damaged routes16More than 20% below yearly high

Ask this page.

Choose a useful question or type your own. The answer and chart use only the figures already checked for this page.

Choose a question to build a chart.

Current viewWaiting for a question

The chart will appear here.

Which route gives the cleanest coin exposure?

A fund tries to follow a coin. A listed company carries business costs, financing and management decisions as well. Their prices can therefore tell different stories.

RouteTypeMain coin21 sessions63 sessionsCoin linkDaily tradingBuying pressureFrom yearly high
ARKBFundBitcoin-4.2%+25.6%+0.91$36.2mn-0.05-28.8%
IBITFundBitcoin-4.3%+25.6%+0.91$1.7bn-0.07-28.9%
BITBFundBitcoin-4.3%+25.6%+0.91$34.1mn-0.07-28.9%
FBTCFundBitcoin-4.3%+25.6%+0.91$209.0mn-0.11-28.9%
GBTCFundBitcoin-4.4%+25.2%+0.91$90.1mn-0.12-29.7%
FETHFundEthereum-11.2%+27.6%+0.80$46.9mn-0.07-42.2%
ETHAFundEthereum-11.2%+27.5%+0.80$597.8mn-0.13-42.2%
ETHEFundEthereum-11.3%+27.2%+0.80$48.7mn-0.13-43.4%
COINCompanyBitcoin-14.2%+3.8%+0.72$1.4bn-0.29-53.8%
MSTRCompanyBitcoin-15.5%+42.4%+0.77$2.9bn-0.25-53.5%
HOODCompanyBitcoin-19.2%-4.6%+0.55$2.0bn-0.35-33.8%
WULFCompanyBitcoin-29.1%-36.6%+0.21$466.5mn-0.12-58.6%
HUTCompanyBitcoin-32.2%-36.1%+0.21$483.7mn+0.02-50.2%
CLSKCompanyBitcoin-41.3%-43.5%+0.39$188.4mn-0.29-61.8%
RIOTCompanyBitcoin-42.0%-40.0%+0.34$308.0mn-0.27-53.7%
MARACompanyBitcoin-42.8%-38.8%+0.48$365.6mn-0.40-65.6%

Crypto companies are moving more strongly than the funds. The equity story is adding something beyond the coins themselves.

Is this fresh institutional money?

Price and trading activity can show participation, but they cannot prove who bought or whether new money entered. This page calls them market signals, never fund flows.

Middle fund-4.4%
Middle company-30.7%
Bitcoin-0.9%
Ethereum-8.3%
Without ARKB-19.2%

The bridge is strongest when funds, companies and the underlying coins agree—and when that result survives removal of the leader.

Research by for Charlie Quant Lab · Updated