May was rough for BTC and ETH ETFs.
In comparison, SOL had ZERO outflow days for the entire month.
Why BTC and ETH bled ↓
The 10-year Treasury yield went above 4.6% in May, driven by:
• The US-Iran tensions
• Higher oil prices
• Lack of 2026 rate cuts.
When risk-free money pays that much, holding a volatile BTC ETF is a harder sell. Meanwhile, the Nasdaq gained 8.4%, almost all from AI stocks. Institutions were clearly interested in trading AI stocks in May, not crypto.
Why SOL held ↓
The SOL ETF has ~$944M in assets, compared with hundreds of billions in BTC, so it's too small to show up when

BTC-3.01%

ETH-2.41%

SOL-4.18%

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DeFiWarhol

06-01 15:48

May was the best month ever for crypto cards ↓
1.@RedotPay: $445M
2.@KASTxyz: $93M
3.@ether_fi: $80M
4.@Karta_Personal: $34M
5.@useTria: $23M
6.@gnosispay: $10M
7.@plasma: $3.4M
8. Other: $61M
The total volume surpassed $750M for the first time.
Betting we’ll see the first $1B month until Q4.

XPL-9.3%

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DeFiWarhol

06-01 12:10

Cardano is struggling.
Its last great moment was the memecoin cycle on @snek at the end of 2024/beginning of 2025.
Active addresses hit an ATH back then because the memecoin hype transferred from Solana, but it didn't stick around for long.
Here's the pattern since then:
• TVL: $721M → $128M (-82%)
• Weekly active addresses: 330K → 65K (-80%)
• Monthly fees: ~$1M → $59K (-94%)
• Minswap TVL: $139M → $30M (-78%)
• ADA: $1.20 → $0.23 (-80%)
Cardano's roadmap kept delivering throughout all of this as well. It upgraded to a decentralized governance model and launched the Hydra L2.
IMO, the problem

ADA-9.28%

MEME7.63%

SNEK-18.56%

SOL-4.18%

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DeFiWarhol

05-31 19:20

U̶X̶ ̶/̶ ̶U̶I̶ ̶D̶e̶s̶i̶g̶n̶e̶r̶
P̶r̶o̶d̶u̶c̶t̶ ̶d̶e̶s̶i̶g̶n̶e̶r̶
A̶r̶t̶ ̶d̶i̶r̶e̶c̶t̶o̶r̶
P̶r̶o̶d̶u̶c̶t̶ ̶l̶e̶a̶d̶
A̶n̶g̶e̶l̶ ̶i̶n̶v̶e̶s̶t̶o̶r̶
A̶i̶r̶d̶r̶o̶p̶ ̶f̶a̶r̶m̶e̶r̶
A̶n̶g̶e̶l̶ ̶i̶n̶v̶e̶s̶t̶o̶r̶
Unemployed
😭 😭

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DeFiWarhol

05-28 20:45

I think whoever burned those 107 $BTC was making a statement.
Bitcoin started as peer-to-peer electronic cash, which means it had value without banks, middlemen, or permission.
Now we're watching institutions, ETFs, custodians, compliance rails, and governments slowly absorb it.
Institutional adoption brings the next growth cycle, but it also strips out the rebellion.
So I think when someone sends $8M+ of BTC to a burn address, I think they’re making a statement by saying, " Look at what this has become."
I don't think Satoshi, whoever they were, expected Bitcoin or crypto to look like this.

BTC-3.01%

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Millionairetasks:

Great opportunity for everyone to

DeFiWarhol

05-28 18:14

The chart shows that there are 108 prediction market platforms across 12 categories, up from a handful in 2020.
Almost all of the growth came after @Polymarket hit $3.3B in volume during the Nov 2024 election.
47 of those 108 are binary markets in Polymarket's format, which is now the dominant design in the entire category.
These binary markets are easier to create because Polymarket's contracts are public.
What's hard to copy, though, is the moat. That comes from liquidity, market quality, market variety, and distribution.
It's the most used PM for a reason.

POLYMARKET-2.92%