Wintermute
Coverage of Wintermute in the Nexus archive.
- Crypto’s next altseason may have fewer winners: Wintermute
Institutional investors accounted for 72% of Wintermute’s spot OTC flow in the first half of 2026. The article suggests that capital is clustering in fewer tokens, making altcoin rallies more selective.
- Hopes for key crypto bill fade amid delays, Trump ethics controversy
The CLARITY Act, a key crypto bill aiming to regulate digital assets, faces delays and uncertainty due to Senate Majority Leader John Thune's announcement that passage before August recess is unlikely. Bipartisan support exists, but progress is hindered by ethical concerns over President Donald Trump's crypto connections and mid-term election politics. Prediction markets show declining odds of passage, and the legislative process is stalled amid shifting Republican positions on ethics provisions.
- Bitcoin’s early July bounce rides thin summer liquidity as half of supply still sits underwater: analysts
Bitcoin traded around $63,500 after a six-day rally, with Wintermute and Bitfinex highlighting weak ETF demand and K33 noting 50% of supply is at a loss. Analysts point to thin summer liquidity and a significant portion of Bitcoin holdings remaining underwater.
- Bitcoin’s rally and HYPE’s record run mask a market still waiting for real conviction, analysts say
Bitcoin remained above $66,000 following an Iran truce, while HYPE reached a new all-time high above $76. However, analysts from Wintermute and Bitfinex noted weak conviction in ETF demand.
- Wintermute to bring liquidity to booming prediction markets sector
Wintermute will provide liquidity to the growing prediction markets sector by offering two-sided markets across event contracts on leading platforms, though specific venues were not disclosed.
- Wintermute Is Providing Liquidity on Kalshi and Polymarket, Linking Two Giants
Wintermute is providing liquidity on Kalshi and Polymarket, the two largest prediction markets, according to a source. This move links the two firms by connecting liquidity flows between their platforms.
- Wintermute extends trading infrastructure into prediction markets
Wintermute is expanding its trading infrastructure into prediction markets, a multibillion-dollar sector that is attracting institutional liquidity providers.
- Wintermute enters DeFi vault space with Armitage, supporting ‘collateral types that other curators cannot’
Wintermute has entered the DeFi vault space with Armitage, offering support for various collateral types. This move allows institutions to take a hands-off approach to crypto by allocating capital along pre-set risk parameters. Wintermute's entry into the DeFi vault space is expected to provide more options for institutions.
- Why is $PUMP still underperforming despite massive buybacks and burns? Serious question about Wintermute sell pressure
The article discusses the underperformance of $PUMP despite significant buybacks and burns, with concerns about Wintermute's sell pressure. The community is questioning the reasons behind this trend. Wintermute's actions are being scrutinized.
- Full research breakdown on Ondo Finance (ONDO) — fundamentals, holder distribution, social sentiment, vesting schedule, and technicals in one pass. Here's the methodology.
Ondo Finance is a tokenized real-world asset product builder with a total value locked of $850M across its products, including USDY and OUSG, and has integrated with multiple chains such as Ethereum and Solana. The team has traditional finance backgrounds and has raised $34M from investors like Pantera and Coinbase Ventures. The protocol generates revenue from the spread between underlying yield and what's passed through to holders.
- Stocks at ATH, Oil Up 15%, Consumers Miserable — What Are Markets Missing?
Stocks are near all-time highs while oil prices surged 15%, but US consumer sentiment hit a record low of 49.8. Wintermute highlights a disconnect between market optimism and persistent inflation, geopolitical risks, and weak consumer confidence, questioning if markets are overlooking broader macroeconomic challenges.
- Kinda feels like DeFi finally hit the point where everyone has to admit composability is both the superpower and the biggest weakness
The KelpDAO exploit highlighted the risks of DeFi's composability, where vulnerabilities in one protocol can cascade across the ecosystem. Wintermute’s CEO criticized the current state of DeFi innovation, suggesting a need to prioritize security over rapid protocol development.