According to @charlesdhaussy, $34B has flowed into crypto ETFs this year, yet Bitcoin (BTC) is down 8% year-to-date while the S&P 500 is up 19% and gold is up 68%, highlighting an ETF paradox for crypto markets (source: @charlesdhaussy). According to @charlesdhaussy, BlackRock’s iShares Bitcoin Trust (IBIT) has recorded $62.3B in inflows and reached $68B in assets under management, underscoring that significant ETF demand has not translated into BTC price appreciation YTD (source: @charlesdhaussy). According to @charlesdhaussy, these relative performance figures are key for allocation and relative-value trading decisions as BTC underperforms both risk assets and safe-haven gold YTD (source: @charlesdhaussy).

According to Charles d’Haussy, ADGM’s assets under management grew 48% and he argues that regulatory clarity—not laxity—is attracting institutional capital to Abu Dhabi as a new capital-of-capital, with implications for compliant crypto liquidity hubs (source: Charles d’Haussy, X post, Dec 16, 2025). He ties these takeaways to December 2025 activities around AD Finance Week, SolanaConf, and a dYdX x CoinRoutes and GammaPrime session, indicating heightened institutional engagement with those ecosystems (source: Charles d’Haussy, X post, Dec 16, 2025). For traders, his message emphasizes monitoring compliant venues and ecosystems connected to those events for participation and depth shifts, notably where Solana (SOL) and dYdX (DYDX) communities are active (source: Charles d’Haussy, X post, Dec 16, 2025).

According to Charles d'Haussy, SOL spot trading has launched on dYdX, announced on Dec 11, 2025 (source: Charles d'Haussy on Twitter, Dec 11, 2025, https://twitter.com/charlesdhaussy/status/1999173453849714777). The post provides a direct access link indicating immediate availability for SOL spot execution on dYdX (source: Charles d'Haussy on Twitter, Dec 11, 2025, https://twitter.com/charlesdhaussy/status/1999173453849714777). The announcement does not include details on supported pairs, fees, or liquidity, so traders should confirm specifics via the linked page before placing orders (source: Charles d'Haussy on Twitter, Dec 11, 2025, https://twitter.com/charlesdhaussy/status/1999173453849714777).

According to @charlesdhaussy, he will attend Abu Dhabi Finance Week representing the dYdX Foundation, indicating an agenda centered on derivatives and decentralized finance relevant to market participants; source: Charles d'Haussy on X, Dec 7, 2025. He will share insights from his book Arabian Crypto - UAE, which he says reveals the UAE’s infrastructure, licensing, and ecosystems under development; source: Charles d'Haussy on X, Dec 7, 2025. He invited discussions on perpetuals, the UAE’s crypto strategy, and how DeFi is reshaping capital markets, signaling the specific focus areas for industry conversations at the event; source: Charles d'Haussy on X, Dec 7, 2025.

According to @charlesdhaussy, Qivalis unveiled a bank-issued euro stablecoin initiative backed by a 10-bank consortium including BNP Paribas, UniCredit, and ING, with Dutch Central Bank authorization via an EMI license and MiCA compliance from day one, targeting an H2 2026 launch and a chain-agnostic design, source: @charlesdhaussy. The author frames this as Europe entering the stablecoin wars to compete with USDT and USDC, which control about 90% of a roughly USD 300B market, while also rivaling EURc and EUROCV, source: @charlesdhaussy. The model is positioned to avoid bank disintermediation by keeping deposits within banks and aligning with ECB control, with leadership hires Jan-Oliver Sell as CEO and Sir Howard Davies as chairman to add execution and regulatory depth, source: @charlesdhaussy. Trading relevance highlighted by the author includes potential shifts in euro on-chain settlement and institutional use cases such as trade finance, corporate treasury, and programmable payments as the initial focus rather than retail crypto rails, source: @charlesdhaussy.

According to @charlesdhaussy, Binance Blockchain Week Dubai filled the Coca-Cola Arena and featured extensive discussions on perpetuals markets, with peers acknowledging dYdX’s (DYDX) recent volume and fee trajectory, indicating strong sector focus on derivatives activity (source: @charlesdhaussy on X, Dec 4, 2025). For traders tracking DYDX, the reported recognition of rising volumes and fees underscores market attention to derivatives liquidity and protocol revenue signals at the event (source: @charlesdhaussy on X, Dec 4, 2025).

According to @charlesdhaussy, he will attend Binance Blockchain Week Dubai representing the dYdX Foundation and share insights from Arabian Crypto - UAE, with stated discussion topics including institutional DeFi, the UAE’s crypto playbook, and how perpetuals are reshaping markets; these are directly relevant to DYDX and DeFi derivatives trading. Source: @charlesdhaussy on X, Dec 2, 2025. These stated priorities frame near-term discussion for DYDX ecosystem positioning, DeFi perpetuals market structure, and institutional adoption narratives in the UAE market. Source: @charlesdhaussy on X, Dec 2, 2025.

According to @charlesdhaussy, Deribit is the world’s leading crypto options exchange with over $1 trillion in trading activity in 2024 and more than $30 billion in open interest, and it selected Dubai as its global HQ in 2023 (source: @charlesdhaussy). According to @charlesdhaussy, Deribit was acquired by Coinbase in 2025 (source: @charlesdhaussy). According to @charlesdhaussy, the relocation from Amsterdam was driven by Dutch laws covering spot but not derivatives clearing needed for options, with the UAE chosen after evaluating Panama, the Bahamas, and Singapore (source: @charlesdhaussy). According to @charlesdhaussy, Deribit worked directly with Dubai’s VARA to develop an options with leverage framework with strict security, certifications, audits, and enterprise risk management standards (source: @charlesdhaussy). According to @charlesdhaussy, Deribit’s One Central office sits alongside Binance and OKX within an ecosystem of 500+ crypto firms, and Dubai is positioned as the center of Deribit’s non-US institutional crypto activities with clients regularly stopping over in the city (source: @charlesdhaussy).

According to @charlesdhaussy, a great integration between Cede Labs and Crypto.com Exchange was highlighted with a direct link to an official Crypto.com Exchange X post for details; source: @charlesdhaussy on X, Dec 1, 2025. The tweet does not disclose scope, timeline, or product coverage, so traders should review the linked announcement to confirm any changes that could affect execution, API endpoints, supported markets, or fees before placing orders; source: @charlesdhaussy on X, Dec 1, 2025. Until the official post confirms specifics, treat listings, derivatives access, and routing as unchanged to avoid unintended strategy drift; source: @charlesdhaussy on X, Dec 1, 2025.

According to @charlesdhaussy, Q4 2025 saw a Great Leverage Reset with BTC open interest dropping from $65B to $35B, DeFi perpetual OI holding steadier than CEX averages, and no institutional panic selling, indicating a derivatives-led flush rather than spot capitulation. Source: Charles d'Haussy on X, Nov 30, 2025. He states the market is shifting to a Utility Phase, with ETH positioned for RWA and tokenization while retail remains subdued, signaling a pivot from pure price speculation to economic integration. Source: Charles d'Haussy on X, Nov 30, 2025. On macro, he notes ISM Manufacturing has been below 50 for 36 months and expects a V-shaped recovery and a 2026 liquidity injection; he adds ETH will lead stablecoins, tokenization, and DeFi onboarding, forecasting ETH to bottom now and run to $5k–$6k by Q1 2026. Source: Charles d'Haussy on X, Nov 30, 2025. He highlights that gold outperformed Bitcoin in 2025 (+55% vs flat) amid central banks buying over 1,000 tonnes, with gold acting as a first-line refuge during geopolitical shocks while BTC initially traded like a risk asset. Source: Charles d'Haussy on X, Nov 30, 2025. He concludes that 2026 is when liquidity returns to digital assets as Fed rate cuts materialize and real yields fall, with BTC potentially behaving like gold with leverage and outperforming on a percentage basis as risk appetite revives. Source: Charles d'Haussy on X, Nov 30, 2025.

According to @charlesdhaussy, Andrew Scott @afscott is actively preparing SolanaConf in Abu Dhabi, and he confirms he will attend, source: @charlesdhaussy on X, Nov 14, 2025. This post verifies preparations for a Solana ecosystem conference in Abu Dhabi that traders can track as an event catalyst for SOL and related ecosystem tokens, source: @charlesdhaussy on X, Nov 14, 2025. Traders can add SolanaConf to watchlists and monitor official channels for schedule details while observing SOL spot volumes, perpetual funding rates, and options implied volatility around the conference window, source: @charlesdhaussy on X, Nov 14, 2025.

According to @charlesdhaussy, he posted that he "can't wait to catch up Solano friends" and linked to https://x.com/SuperteamAE/status/1989196596571955590, indicating a social meetup context rather than a product or token update (source: X post by @charlesdhaussy on Nov 14, 2025, https://twitter.com/charlesdhaussy/status/1989233970501022005). The post provides no details on partnerships, releases, tokenomics, or timelines, so there is no verifiable market-moving information for DYDX based on this source alone (source: X post by @charlesdhaussy on Nov 14, 2025, https://twitter.com/charlesdhaussy/status/1989233970501022005).

According to @charlesdhaussy, SOL trading volume surpassed ETH on dYdX for the first time he has observed, noted in a post on Nov 11, 2025. According to @charlesdhaussy, a zero-fee structure on dYdX is a key driver of the shift in perpetual futures volume. Based on @charlesdhaussy's observation, traders focused on derivatives liquidity and market share can monitor SOL versus ETH volume leadership on dYdX for execution and volatility signals.

According to @charlesdhaussy, the $DYDX community is debating an increase of the buyback to 75%, with the post soliciting community views on X on Oct 30, 2025 (source: @charlesdhaussy on X, Oct 30, 2025). At the time of posting, this was presented as an open discussion rather than a finalized decision, indicating an ongoing governance topic that market participants can monitor for updates (source: @charlesdhaussy on X, Oct 30, 2025).

According to @charlesdhaussy, BTC could follow gold into an aggressive bull phase by year-end 2025, with short-term BTC–gold correlation fluctuating but both trending higher over the long run as fiat debasement intensifies; he points to USD purchasing power erosion and U.S. debt above $37T as core hard-asset drivers, relevant for crypto traders watching gold momentum for BTC signals. Source: @charlesdhaussy via Asharq Business remarks on Oct 26, 2025, shared Oct 28, 2025. He states that Trump has shifted from a crypto adversary to an ally, claims Binance founder CZ has been pardoned and is free, and highlights a pro-crypto CFTC nominee Michael Selig who could fast-track ETFs and DeFi approvals, suggesting a deregulatory policy backdrop that may support risk-on flows into BTC and ETH. Source: @charlesdhaussy via Asharq Business, Oct 26–28, 2025. He reports TradFi is deepening engagement: JPMorgan now accepts BTC and ETH as loan collateral, Crypto.com is pursuing a U.S. bank charter alongside Circle and Anchorage, and Japan has greenlit bank crypto investments with potential $10B+ inflows, all of which could unlock balance-sheet demand and credit-channel liquidity for digital assets. Source: @charlesdhaussy via Asharq Business, Oct 26–28, 2025. He characterizes October 2025’s crypto deleveraging as faster and larger than the FTX episode, framing it as a market reset that cleared excess leverage and set up more sustainable upside, a key context for near-term positioning. Source: @charlesdhaussy via Asharq Business, Oct 26–28, 2025. He lists potential near-term catalysts including a pro-crypto bill in Washington within six weeks and a more dovish Fed chair amid an approaching leadership transition, while abundant liquidity and a powerful AI narrative add tailwinds; he forecasts BTC to end the year in a $110,000–$125,000 range and rejects $250,000 calls without major policy breakthroughs, citing Bitcoin’s 50–70% volatility as a constraint. Source: @charlesdhaussy via Asharq Business, Oct 26–28, 2025.

According to @charlesdhaussy, prediction markets are back on dYdX with support for going long or short and adding leverage, indicating immediate availability for leveraged directional trading. source: https://twitter.com/charlesdhaussy/status/1980990108267589675 The author links to dYdX’s official post on X, signaling an announcement about the return of prediction markets and leverage-enabled positions for users. source: https://x.com/dYdX/status/1980908451938058280

According to @charlesdhaussy, smart money views Bit Digital BTBT’s real strategy as acquiring, holding, managing, and staking Ethereum ETH at scale to create a yield-generating vehicle, source: @charlesdhaussy on X on Oct 14, 2025. According to @charlesdhaussy, institutions could gain both equity exposure and ETH staking yield through one ticker BTBT, which he suggests could draw institutional capital, source: @charlesdhaussy on X on Oct 14, 2025. Trading takeaways based on this thesis: monitor BTBT’s beta to ETH and staking narrative momentum, watch for re-rating signals tied to perceived treasury-style ETH accumulation, and track volume or flow spikes that hint at institutional participation referenced by the source, source: @charlesdhaussy on X on Oct 14, 2025.

According to @charlesdhaussy, markets are regaining positive momentum after a sharp correction, with the weekend trend reversal described as encouraging for the near-term setup; source: @charlesdhaussy on X, Oct 12, 2025. He adds that Monday's session could offer key confirmation signals on whether Q4 can push to new all-time highs, making early-week follow-through critical for traders; source: @charlesdhaussy on X, Oct 12, 2025.

According to @charlesdhaussy, Sanae Takaichi’s election as Japan’s prime minister is boosting crypto sentiment on expectations of looser policies, with Bitcoin hitting a record high versus the yen (source: @charlesdhaussy on X, Oct 6, 2025). He attributes the BTC/JPY surge to the anticipated policy easing under the new administration, highlighting a bullish local-currency breakout for BTC (source: @charlesdhaussy on X, Oct 6, 2025).

According to @charlesdhaussy citing 10x Research, Bitcoin (BTC) just triggered its ninth rare pattern, and prior occurrences showed a 70% probability of further upside with an average one-month gain of 12.9% (source: @charlesdhaussy, 10x Research). According to @charlesdhaussy, seven of the last nine signals delivered with an average one-month return of 16%, framing a short-term statistical edge for long positions (source: @charlesdhaussy, 10x Research). According to @charlesdhaussy, spot BTC ETFs saw $3.2B in net inflows this week while exchange BTC balances fell to six-year lows, indicating institutional demand amid tightening on-exchange supply (source: @charlesdhaussy). According to @charlesdhaussy, the IRS clarified crypto gains are not subject to the 15% corporate minimum tax, which the author views as supportive for corporate treasury participation (source: @charlesdhaussy). According to @charlesdhaussy, BTC reached $125K and established a new trading range at $122K–$138K, with the prior $106K–$122K zone viewed as less likely to be revisited near term (source: @charlesdhaussy). According to @charlesdhaussy, a clean break above $138K would redefine BTC’s year-end trajectory, making the range edges and ETF flow momentum key levels and signals to monitor for traders (source: @charlesdhaussy).