OVERVIEW

Stocktwits Crypto Data Dive - Week 31

Welcome to the Stocktwits Crypto Data Dive for Week 31 of 2025! 📊

In this issue, we'll dive into the data to keep you informed about the progress of the overall crypto market and shine a spotlight on emerging and established trends.

What You’ll Find In The Stocktwits Crypto Data Dive has three main objectives:

1. Total and Altcoin caps, stamped with YTD moves and the gap to ATH.

2. Seven-layer market-cap recap (TMC ex-stables, ex-top-50, and five more flavors).

3. Crypto Index Performance covering 12 indices.

4. The Liquidation Station boards the train with 30-day totals plus a 7-day heatmap for maximum schadenfreude.

5. Market Heatmap, Social Volume Heatmap, Active Address Heatmap.

6. ETF scorecards for BTC and ETH still tracking 7- and 30-day flows.

So, without further delay, let's jump right into the data from week 31 and explore its intriguing insights! 🚀

CRYPTO
Crypto Market Cap Update

What is the broader trend within the crypto market? The simplest way to track this is by using three market cap charts. So let's see what we got. 🔭

*the price levels and performance values may be very different from what you read in your mailbox vs. what's happening in the live market. This is especially true when crypto faces a new bull or bear run. 

Total Market Cap

• All-Time High Close: $3.92 trillion

• YTD: +15%

• From ATH: -5%

Altcoin Market Cap

• All-Time High: $1.63 trillion

• YTD: +3%

• From ATH: -13%

CRYPTO
Total Market Cap (TMC) Performance For 2025

CRYPTO
Crypto Index Performance For 2025

CRYPTO
Liquidation Station 😱 

Interested in how much has been flushed out of leveraged long and short positions? Who’s getting hurt the most? This is the best place to get an idea of how leveraged positions are doing. 🔴 

30-day Total Liquidations 📆 

What You’re Looking At

• Green bars above zero = longs blown out because price fell.

• Red bars below zero = shorts blown out because price ripped.

• Left-hand scale is U.S. dollars (millions); the dashed line near the top sits at $1B.

• July 9 - roughly $1B shorts torched as BTC sprinted toward $120 K (largest print this month).

• July 13 - snap-back bid gone wrong: ≈ $450M shorts deleted when bulls chased the breakout.

• July 17 - reality check for late longs: ~$550M liquidated after BTC rejected $119 K.

• July 23 - July 31 - eight-day green grind, ≈ $2B longs flushed while BTC bled lower on exhaustion.

7-day Liquidation Heat Map 🌡️

What You’re Looking At

• Rows = coins, columns = timestamps.

• Color = head-count of forced liquidations (legend tops at 2,000).

• A cell showing “BTC 1,600” means 1,600 separate BTC positions were liquidated.

• July 26 - BTC & ETH turn yellow (>1,400) on a hawkish Fed-speak surprise.

• July 28 - broad orange wall: BTC, ETH, SOL all near the 2,000 cap as BTC loses $118K.

• July 28 - AVAX lone bright orange (>1,600) after a bridge exploit rumor; majors stay yellow.

• July 30 - second wave: BTC & ETH push orange again (>1,700) as month-end hedging spikes funding.

• July 31 - DOGE and XRP finally join the party (>1,300) while majors cool to green - lag remains real.

Some Interesting Insights 👓️ 

• Symmetric pain lives on. Shorts lost a cool $1B on July 9; longs coughed up roughly the same during July 23 - 31. Nobody’s safe.

• Head-count ceiling still pegged. Two fresh tags of the 2,000-liquidations-per-hour limit prove degen density is growing, not shrinking.

• Macro headlines keep the detonator. Fed chatter, exploit rumors, and month-end hedging lined up within minutes of every orange column - ignore the calendar and enjoy starring in the next wipe-out.

• Early-warning rule holds. BTC/ETH cells flash yellow and alts light up soon after - trim risk or tighten stops the moment you see it.

• Hard rule of thumb: any day above $600M liquidated or any hour above 1,500 forced closes has, for months, been followed by a savage counter-move inside 48 hours. Trade size like you actually want to keep your collateral.

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HEATMAP
Total Crypto Market Heatmap 🌡️

Social Volume Heatmap 🗨️

Active Addresses Heatmap 📫️

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Author Disclosure: The author of this newsletter holds positions in ADA, LTC, IMX, LINK, WMT, COPI, MIN, AGIX, ALGO, DOGE, ZEC, AVAX, XLM, XTZ, and NEAR. 📋