Wintermute

The crypto market just hit an inflection point Institutional and retail crypto strategies diverged for the first time since the last bull market Our 1H2025 market outlook shows how this split is reshaping everything from trading patterns to sector flows ↓

🌟 Star Speaker: Yoann Turpin We’re excited to welcome @YoannTurpin1, Co-Founder of @wintermute_t, to #MYBW2025! As the force behind one of the most active algorithmic trading firms in digital assets, Yoann has helped shape modern crypto markets. From high-frequency trading at…

Gm to the early risers , the green candle chasers and the Cypherpunk aficionados~ Leaving you with some of the first art @EvgenyGaevoy put in our first @wintermute_t office :

Thursday Opinion Piece ✍️ by our OTC trader @JO_wintermute ‣ 1464+ token pairs competing for capital ‣ Institutions require documented investment rationale ‣ Fundamental analysis separates winners from noise Read Jake’s insights ↓

Market color by Wintermute OTC desk – 28 Jul 2025 US/EU tariff deal set at 15%, China deadline rolled 90 days ╰ ETH ETF inflows hit $402M for 17th straight session, $7.8B YTD total ╰ Week ahead: FOMC Wednesday unchanged, Powell may signal September cut

Congrats to our portco @centrifuge on delivering their vision of unified onchain RWA management via V3! V3's multichain architecture finally enables tokenized asset liquidity to move at the speed of demand across major EVM networks

Market round-up by Wintermute OTC desk – 25 Jul 2025 Digital asset market cap drops 5% to $3.85T amid positioning reset ╰ $650M liquidations hit alts as 30-day OI surge of 65% unwinds leverage ╰ High-beta sectors lead decline: AI (-3.5%), Memes (-3.8%), L2s (-3.0%)

With participation + volumes rising, we're seeing greater dispersion as traders hunt for the next big move. Correlation among the top 100 assets has dropped to its lowest level in a year, and I expect this to show up in pockets of out-performance.

Crypto Week Special Session - Historic Wins & What's Next for US Digital Asset Regulation 🇺🇸🗽🏛️ @imyoungsparks hosted a 'Crypto Week' session with The Block's policy reporter @ForTheWynn_, @BlockchainAssn CEO @SKMersinger and Head of Policy and Advocacy at @wintermute_t,…

If you're serious about cooking We’re serious about backing you Apply to Wintermute Construct → wintermute.com/construct

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Meet @tristan, who helped build @Backpack from the ground up Now mentoring the next wave of builders at Wintermute Construct Learn from someone who’s actually done it Apply now before applications close: wintermute.com/construct

Market color by Wintermute OTC desk – 21 Jul 2025 SOL leads morning rally as institutions move back to neutral ╰ Weekend's standout flow: $23M premium for BTC 26DEC25 140K/200K call spread ╰ Week ahead: Powell speech Tuesday, flash PMIs Thursday, focus on flows

President Trump signing a landmark stablecoin bill into law today as $XRP $ETH and $SOL all catch a bid. @wintermute_t CEO @evgenygaevoy on the impact of the administration's pro-crypto policies, and what's ahead for digital asset investors: cnbc.com/video/2025/07/…

Our CEO @EvgenyGaevoy goes live on @CNBC in 30 minutes to discuss the GENIUS Act becoming law, its implications for crypto, and more 🔔 Tune in at 5:30pm ET: cnbc.com/live-tv/

We don’t care if you’re at idea stage or already launched We care if you’re ready to move with focus 🛠️ Wintermute Construct is for founders who can take direct feedback and build fast || Applications close 28 July || 🔗 wintermute.com/construct

Market round-up by Wintermute OTC desk – 18 Jul 2025 Trump prepares $9T retirement market crypto access via executive order ╰ Congress passes GENIUS and CLARITY Acts bringing regulatory clarity ╰ ETH/BTC reclaims 0.03 level after 19.3% weekly rally, futures OI doubles

Was def a really great one, covered a lot of ground in under 40 minutes!

What happens inside Wintermute Construct? 📅 Week 1 - 2: Set direction and define goals Week 3 - 5: Workshops on product, GTM, fundraising Week 6 - 10: Pitch prep and Demo Day Plus access to 10+ mentors from top crypto teams Applications close soon 🔗 wintermute.com/construct

A lot happening on the Hill right now, so catch the latest with @paulbarrontv!