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institutional-crypto

institutional-crypto

github.com/defillamaData & databases36384 installsUpdated 31w ago
Repository

About institutional-crypto

institutional-crypto is a skill for analyzing institutional and TradFi exposure to crypto using holdings, ETF flows, and price data. It organizes the findings into a report covering holders, Bitcoin and Ethereum ETF flows, price context, and takeaways.

Key features

  1. 01Retrieve institutional crypto holdings and mNAV
  2. 02Review Bitcoin ETF flows
  3. 03Review Ethereum ETF flows
  4. 04Add BTC and ETH price context
  5. 05Structure findings as an analysis report

Use cases

  1. 01Rank corporate crypto holders by value
  2. 02Assess recent Bitcoin ETF buying or selling
  3. 03Compare Ethereum ETF flow trends
  4. 04Relate ETF flows to BTC and ETH prices

MCP support

The skill describes workflows using the defillama:get_dat_holdings, defillama:get_etf_flows, and defillama:get_token_prices tools; it does not otherwise specify an MCP server.

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/defillama/defillama-skills --skill institutional-crypto

After installing, type/institutional-cryptoin Claude Code to confirm it loaded.

Details

From the project README

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: true

Key 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:

  1. 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.
  2. Bitcoin ETF Flows - Recent daily/weekly flows, cumulative AUM, and trend direction. Name the top ETFs by flow.
  3. Ethereum ETF Flows - Same structure as BTC ETFs.
  4. Price Context - Current BTC and ETH prices, helping the user understand the dollar magnitude of flows.
  5. 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_date for custom date ranges when analyzing specific periods (e.g., start_date: "2025-01-01", end_date: "2025-03-31").

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