GM! We're back on this week's 3rd edition of Caladan Weekly, a sharp, data-driven read on digital asset markets, liquidity flows, and treasury optimization for institutions. Credits to @0xavarek for the writeup. As always, whatever we show is a preview of the full digest. Subscribe below to see the full version 👇 -- Caladan Weekly: How $35B Cross-Chain Capital + Restaking Infrastructure Signal Institutional Market Evolution -- Key Takeaways: - $BTC maintains $100K+ stability with $1.2B ETF inflows and 0.88 accumulation score signaling institutional re-entry after Q1 correction - $ETH's 6.3x volume efficiency versus Bitcoin drives 50% monthly surge, amplified by Metalpha's $48M strategic withdrawal and 67% holder profitability - DeFi governance "efficiency premium" emerges: @compoundfinance (+28%) outperforms @AAVE (+15%) despite 11.5x smaller TVL following SEC regulatory clarity - Bitcoin bridge dominance creates $35.7B arbitrage economy with $WBTC leading at 115bp premium over centralized alternatives across multi-chain infrastructure - Yield protocols show execution divergence: @pendle_fi leads at +14% while multi-chain strategies ( @DesynLab -0.4%, @CIAN_protocol -1.16%) face coordination challenges - Volatility segmentation reveals market maturity: ultra-low (Bitcoin +0.23%), infrastructure premium ( @chainlink +5.47%), high utility volatility ( @Uniswap +17%) - Restaking infrastructure outpaces bridges 3:1 in growth (6.2% vs 1.9% weekly), with single-chain protocols controlling 62.2% of $29.9B total TVL

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