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Token Terminal ๐ยท2026-02-06 14:46
RT OAK Research (@OAK_Res_EN)๐ฃ Our Q4 report on Ethereum ($ETH) is live on @TokenTerminal.The quarter showed a total decorrelation: despite institutional outflows via ETFs and the drop in $ETH price, DATs continue to accumulate, the roadmap continues to be updated, and DeFi remains strong with TVL increasing in terms of ETH:โซ๏ธ Institutional supply segmentation: We are seeing a clear divergence between ETF flows, highly sensitive to macro rotations, and corporate treasuries that used the dip to accumulate (+ ...