使い方
- インストールコマンドをコピーし、自分の環境へ導入する前にソースを確認します。
- 必要なツール、認証情報、対応環境を原文で確認します。
- 入力と成果物を指定し、出力を資料と照合します。
npx skills add https://github.com/defillama/defillama-skills --skill institutional-crypto開始前の確認
- 導入にはモデル契約、API枠、ファイルへのアクセス許可は含まれません。
- スター数や導入数は活動の指標であり、独立した品質・安全性試験ではありません。
見出し、例、コード、表、リンク、参照画像を含む原文を表示しています。
Institutional Crypto Analysis
Analyze institutional and TradFi exposure to crypto by combining corporate holdings data, ETF flow data, and price context.
Workflow
Step 1 - Corporate and institutional holdings
Fetch public companies and institutions that hold crypto on their balance sheets, including market-to-NAV ratios.
defillama:get_dat_holdings
include_mnav: trueKey fields: institution_slug, token, amount, holding_usd_value, mNAV.
Sort by value to show the largest holders. Note any entities trading at a significant premium or discount to NAV (mNAV far from 1.0).
Step 2 - Bitcoin ETF flows
Get recent BTC ETF inflow and outflow data.
defillama:get_etf_flows
token: "bitcoin"Positive flows = net buying. Negative flows = net selling.
Step 3 - Ethereum ETF flows
Get recent ETH ETF inflow and outflow data.
defillama:get_etf_flows
token: "ethereum"Step 4 - Price context
Fetch current BTC and ETH prices to contextualize the flows.
defillama:get_token_prices
token: ["coingecko:bitcoin", "coingecko:ethereum"]Output Format
Present the report with these sections in order:
- Institutional Holdings - Top holders ranked by USD value. Include
entity name, token held, amount, value, and mNAV. Call out any notable changes or premium/discount to NAV.
- Bitcoin ETF Flows - Recent daily/weekly flows, cumulative AUM,
and trend direction. Name the top ETFs by flow.
- Ethereum ETF Flows - Same structure as BTC ETFs.
- Price Context - Current BTC and ETH prices, helping the user
understand the dollar magnitude of flows.
- Key Takeaways - Summarize whether institutional appetite is
growing or shrinking, and any notable patterns.
Tips
- Sustained positive ETF flows alongside rising price = strong
institutional demand.
- An entity with mNAV >> 1 is trading at a premium to its crypto
holdings (e.g., MicroStrategy often trades above NAV).
- Compare weekly ETF flows to previous weeks to identify acceleration
or deceleration in institutional buying.
- Negative ETF flows during price dips may indicate profit-taking
rather than loss of conviction if flows resume quickly.
- Use
start_date/end_datefor custom date ranges when analyzing
specific periods (e.g., start_date: "2025-01-01", end_date: "2025-03-31").
