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19 Feb 2024

All markets show optimism

The current market is unanimously optimistic with strong CME premiums, above-neutral offshore funding rates, and negative options skews. Still, the market doesn’t look dangerously frothy like it’s been at times in the past.
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In this week's report:
  • Key takeaways from the market
  • Updated ETF flows
  • Complete update on the derivatives markets
  • Deeper dive into ETF flows vs. miner rewards
  • Deeper dive into the sentiment and leverage in perps
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