← VauntInsights

The Disciplined Investor Series

References

All figures are as reported by the cited sources as of mid-2026 and should be re-verified; crypto market data moves quickly and aggregator figures vary by methodology and date. For publication, prefer primary sources where possible — RWA.xyz (tokenization), Farside Investors (ETF flows), StakingRewards / Compass STYETH (staking yields), and SEC filings (fund AUM).

  1. [1]

    BlackRock IBIT first-year inflows (~$37B) and AUM milestones

    Yahoo Finance / Farside Investors · https://finance.yahoo.com/news/blackrock-names-spot-bitcoin-etf-080029020.html

  2. [2]

    IBIT fastest ETF to $70B AUM; market-share data

    The Block · https://www.theblock.co/post/404584/bitcoin-etfs-2-trillion-usd-cumulative-trading-volume

  3. [3]

    Cumulative net inflows into US spot Bitcoin ETPs (~$87B since Jan 2024)

    Investing.com · https://www.investing.com/analysis/bitcoin-etfs-gain-as-institutional-demand-continues-to-support-flows-200677973

  4. [4]

    BlackRock names Bitcoin ETF a top-three 2025 theme; ~9.6% 2025 loss despite inflows

    Yahoo Finance · https://finance.yahoo.com/news/blackrock-names-spot-bitcoin-etf-080029020.html

  5. [5]

    Stablecoins ~$33T 2025 annual transaction volume, rivaling Visa+Mastercard; real-world-use driven

    crypto.news (via MEXC) · https://www.mexc.com/news/695208

  6. [6]

    Tokenized RWA market (~$32–34B), tokenized Treasuries (>$13B), settlement rationale, Citi $1.9T-by-2030 stablecoin base case

    SQ Magazine / RWA.xyz · https://sqmagazine.co.uk/asset-tokenization-statistics/

  7. [7]

    Tokenized US Treasury figures (BUIDL, Ondo USYC, Franklin FOBXX)

    SQ Magazine / RWA.xyz · https://sqmagazine.co.uk/asset-tokenization-statistics/

  8. [8]

    Franklin Templeton on-chain government money fund (public-blockchain share register); BUIDL growth

    insights4vc · https://insights4vc.substack.com/p/the-2025-tradfi-blockchain-playbook

  9. [9]

    JPMorgan / BlackRock / Franklin Templeton / Goldman tokenized funds; tokenized pool small vs. funds/ETFs; Stripe–Bridge ($1.1B), Mastercard–BVNK ($1.8B)

    The Next Web · https://thenextweb.com/news/jpmorgan-tokenized-fund-ethereum-genius-act

  10. [10]

    ETH staking yield ranges (base 3–4%, restaking 8–15%), staking statistics, ATOM ~21%

    CoinLaw · https://coinlaw.io/cryptocurrency-staking-statistics/

  11. [11]

    ETH staking ~2.78% base APR (2026), ~31–32% staked, ~897k–1.1M validators, price-risk caveat, MEV uplift

    KuCoin · https://www.kucoin.com/blog/ethereum-staking-in-2026-yield-trends-validator-queue-dynamics-and-mev-impact-exlained

  12. [12]

    ETH staking APR spectrum (2.1% custodial to ~5% solo), Compass STYETH index 2.83% APY, ~35.9M ETH staked (28.91% supply)

    Spotedcrypto · https://www.spotedcrypto.com/ethereum-staking-yields-solo-lido-restaking-compared/

  13. [13]

    ETH staking reward rate fell from ~20% (early 2021) to ~3.5% (2025) as staking matured

    CoinLaw · https://coinlaw.io/eth-staking-statistics/

  14. [14]

    US Treasuries yielding ~4.0–4.5%; yield-bearing crypto competing with TradFi

    Cointelegraph (via TradingView) · https://it.tradingview.com/news/cointelegraph%3Ae51d694d6094b%3A0-anchorage-launches-starknet-staking-for-institutions-amid-crypto-yield-demand

  15. [15]

    Lido ~3.0% gross APR, 10% commission, stETH as collateral across Aave/Compound; net-yield comparisons

    Spotedcrypto · https://www.spotedcrypto.com/crypto-staking-yield-optimization-2026-wallet-vs-exchange/

  16. [16]

    Restaking: >4.6M ETH in restaking frameworks, EigenLayer ~94% share / ~$16B TVL, slashing-contagion risk

    Datawallet · https://www.datawallet.com/crypto/ethereum-staking-statistics-and-trends

  17. [17]

    Circle USDC Reserve Reports and monthly attestations

    Circle Internet Financial · https://www.circle.com/en/transparency

  18. [18]
  19. [19]

    Fidelity SPAXX and money market fund flows during 2023 rate cycle

    Investment Company Institute · https://www.ici.org/research/stats/mmf

  20. [20]

    Coinbase USDC yield offering and Circle revenue-sharing arrangement

    Coinbase Help · https://help.coinbase.com/en/coinbase/trading-and-funding/usdc/usdc-rewards

  21. [21]

    Federal Reserve benchmark rate history and effect on short-duration Treasury yields

    Federal Reserve · https://www.federalreserve.gov/monetarypolicy/openmarket.htm

  22. [22]

    Cash drag in actively managed funds — empirical analysis

    Morningstar Research · https://www.morningstar.com/funds/cash-drag-funds

  23. [23]

    BitMEX perpetual swap design and funding rate mechanics

    BitMEX Research · https://blog.bitmex.com/perpetual-contracts-and-funding/

  24. [24]

    Fama, E. and French, K. — Currency carry returns across international markets, Journal of Finance, 1998

    Journal of Finance / JSTOR · https://www.jstor.org/stable/222428

  25. [25]

    FTX collapse and customer fund commingling — Senate Banking Committee report, 2023

    US Senate Banking Committee · https://www.banking.senate.gov/newsroom/majority/brown-releases-report-on-ftx-collapse

  26. [26]

    Hyperliquid funding rate data and perpetual swap mechanics

    Hyperliquid Documentation · https://hyperliquid.gitbook.io/hyperliquid-docs/trading/funding

  27. [27]

    Bitcoin funding rate historical data and market sentiment correlation

    Glassnode · https://glassnode.com/metrics/derivatives/futures-funding-rate

  28. [28]

    Harvey, C. et al. — Man vs Machine: Comparing Discretionary and Systematic Hedge Fund Performance, JPM, 2019

    Journal of Portfolio Management · https://jpm.pm-research.com/content/45/3/55

  29. [29]

    Rallies Arena AI portfolio results (ChatGPT 69%, Grok 42%, Feb 2025–Feb 2026)

    MarketScreener · https://www.marketscreener.com

  30. [30]

    Jegadeesh, N. and Titman, S. — Returns to Buying Winners and Selling Losers, Journal of Finance, 1993

    Journal of Finance / JSTOR · https://www.jstor.org/stable/2328882

  31. [31]

    Asness, C. — The Illiquidity Discount? Financial Analysts Journal, 2020

    CFA Institute · https://www.cfainstitute.org/en/research/financial-analysts-journal

  32. [32]

    Bailey, D. and Lopez de Prado, M. — The Deflated Sharpe Ratio, JPM, 2014

    Journal of Portfolio Management · https://jpm.pm-research.com/content/40/5/94

  33. [33]

    Fama, E. and French, K. — A Five-Factor Asset Pricing Model, Journal of Financial Economics, 2015

    Journal of Financial Economics · https://www.sciencedirect.com/science/article/pii/S0304405X14002323

  34. [34]

    Alternative data and information asymmetry in equity markets, Journal of Financial Economics, 2020

    Journal of Financial Economics · https://www.sciencedirect.com/science/article/pii/S0304405X19302794

  35. [35]

    Stovall, S. — Standard & Poor's Guide to Sector Investing, McGraw-Hill, 1996

    McGraw-Hill · https://www.mhprofessional.com/

  36. [36]

    Moskowitz, T. and Grinblatt, M. — Do Industries Explain Momentum? Journal of Finance, 1999

    Journal of Finance / JSTOR · https://www.jstor.org/stable/222429

  37. [37]

    GICS Global Industry Classification Standard history and methodology

    MSCI / S&P · https://www.msci.com/our-solutions/indexes/gics

  38. [38]

    Asness, C., Moskowitz, T., Pedersen, L. — Value and Momentum Everywhere, Journal of Finance, 2013

    Journal of Finance / JSTOR · https://www.jstor.org/stable/42002600

  39. [39]

    Friesen, G. and Sapp, T. — Mutual fund flows and investor returns, Journal of Banking and Finance, 2007

    Journal of Banking and Finance · https://www.sciencedirect.com/science/article/pii/S0378426607000246

  40. [40]

    ASML monopoly on EUV lithography and semiconductor supply chain positioning

    Financial Times, 2023 · https://www.ft.com/content/asml-euv

  41. [41]

    Lowenstein, R. — When Genius Failed: The Rise and Fall of Long-Term Capital Management, Random House, 2000

    Random House · https://www.penguinrandomhouse.com/books/167476/when-genius-failed-by-roger-lowenstein/

  42. [42]

    Bailey, D. and Lopez de Prado, M. — The Sharpe Ratio Efficient Frontier, Journal of Risk, 2012

    Journal of Portfolio Management · https://jpm.pm-research.com/content/40/5/94

  43. [43]

    CFA Institute — Global Investment Performance Standards (GIPS), 2020 Edition

    GIPS Standards · https://www.gipsstandards.org/

  44. [44]

    Fama, E. — Market efficiency, long-term returns, and behavioral finance, Journal of Financial Economics, 1998

    Journal of Financial Economics · https://www.sciencedirect.com/science/article/pii/S0304405X98000269

  45. [45]

    Lopez de Prado, M. — Advances in Financial Machine Learning, Wiley, 2018

    Wiley · https://www.wiley.com/en-us/Advances+in+Financial+Machine+Learning-p-9781119482086

  46. [46]

    Sharpe, W. — The Sharpe Ratio, Journal of Portfolio Management, 1994

    Journal of Portfolio Management · https://jpm.pm-research.com/content/21/1/49

  47. [47]

    DEX market share and volume statistics, Q1–Q4 2025 and Q1 2026

    NFT Plazas / CoinGecko · https://nftplazas.com/decentralized-exchanges-statistics/

  48. [48]

    Hyperliquid 30-day volume, market share, and BTC spread data

    Yellow Research · https://yellow.com/research/hyperliquid-perp-volume-dominance-how-2026

  49. [49]

    Perpetual DEX volume statistics; Lighter $1.3T annual volume

    Nadcab Labs / CoinGecko · https://www.nadcab.com/blog/crypto-derivatives-perpetual-dex-growth

  50. [50]

    CEX market share statistics; Binance 42.3% global spot share; Coinbase Q2 2025 volume

    CoinLaw · https://coinlaw.io/crypto-exchange-market-share-statistics/

  51. [51]

    Top 10 crypto exchanges 2026: regulatory status, fee structures, differentiators

    CrypticWeb3 · https://crypticweb3.com/top-10-crypto-exchanges-in-2026/

  52. [52]

    DEX volume by chain 2026; Hyperliquid Q1 2026 perp volume $619.5B

    BYDFi / Messari · https://www.bydfi.com/en/cointalk/dex-volume

  53. [53]

    CLARITY Act: passage, Senate timeline, CFTC/SEC jurisdiction

    Datawallet · https://www.datawallet.com/crypto/clarity-act-explained

  54. [54]

    US crypto regulatory tracker — legislative and regulatory developments, June 2026

    Latham & Watkins · https://www.lw.com/en/us-crypto-policy-tracker/legislative-developments

  55. [55]

    SEC-CFTC MOU (March 2026), joint Interpretive Release, Paul Atkins appointment

    The Block · https://www.theblock.co/post/383653/2026-crypto-regulation-outlook

  56. [56]
  57. [57]

    Crypto regulation round-up 2025: MiCA, GENIUS Act, global developments

    Chainalysis · https://www.chainalysis.com/blog/2025-crypto-regulatory-round-up/

  58. [58]

    Hyperliquid HYPE token guide: architecture, JELLYJELLY incident, HyperEVM, Bitwise ETF

    Altrady · https://www.altrady.com/blog/cryptocurrency/hyperliquid-hype-token-investor-guide-2026

  59. [59]

    Binance DOJ settlement $4.3B; Changpeng Zhao guilty plea (November 2023)

    Reuters · https://www.reuters.com/legal/binance-ceo-changpeng-zhao-plead-guilty-step-down-us-settlement-source-2023-11-21/

  60. [60]

    Bybit $1.4B hack February 2025 — second-largest crypto hack in history

    NFT Plazas · https://nftplazas.com/decentralized-exchanges-statistics/

  61. [61]

    Global crypto ownership: 580M users; 28% US adults

    CoinLaw · https://coinlaw.io/crypto-exchange-market-share-statistics/

  62. [62]

    DEX-to-CEX spot ratio all-time high Q2 2025; perp DEX share 2% → 10%

    CoinLaw DEX stats · https://coinlaw.io/decentralized-exchanges-statistics/

  63. [63]

    Global crypto regulatory landscape: UK, Singapore, Japan, Hong Kong

    Kroll Financial Compliance · https://www.kroll.com/en/publications/financial-compliance-regulation/crypto-comes-age-in-2025

  64. [64]

    US crypto regulations statistics 2026: SEC enforcement actions, DOJ reversal

    CoinLaw · https://coinlaw.io/crypto-regulations-in-the-united-states-statistics/

← Back to the series

None of these pieces is financial advice; each carries an educational-purposes / not-financial-advice disclaimer.