Stocktwits Crypto Data Dive - Week 34

Our updated list of the market's top trends.

OVERVIEW

Stocktwits Crypto Data Dive - Week 34

Welcome to the Stocktwits Crypto Data Dive for Week 34 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 34 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: +22%

  • From ATH: -4%

Click to enlarge.

Altcoin Market Cap

  • All-Time High: $1.66 trillion

  • YTD: +16%

  • From ATH: -4%

Click to enlarge.

CRYPTO
Total Market Cap (TMC) Performance For 2025

Index

Value

Weekly Performance

TMC Excluding BTC and ETH

$1.1T

-3%

TMC Excluding BTC and Stablecoins

$1.4T

-6%

TMC Excluding BTC, ETH, and Stablecoins

$807B

-5%

TMC Excluding Stablecoins

$3.7T

-5%

TMC Excluding Top 10

$308B

-4%

TMC Excluding Top 50

$75B

-5%

TMC Excluding Top 100

$13B

-4%

CRYPTO
Crypto Index Performance For 2025

Index

Weekly Performance

AI

0%

Decentralized Finance

-1%

Decentralized Physical Infrastructure

-6%

Exchange Tokens

-3%

Layer 1

-5%

Meme

-6%

Proof-Of-Stake

-8%

Proof-Of-Work

-5%

Real World Asset Tokenization

-2%

Rehypothecated

-6%

Smart Contracts

-8%

Stablecoins

+1%

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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.

30-day Total Crypto Liquidation Chart - Click to enlarge.

  • July 22 - July 23 - rising green cluster, roughly $500 - 600M in long wipes as BTC slipped.

  • July 31 - month’s biggest long purge, $900 M.

  • August 2 - August 10 - run of red prints, $150 - 350M per day, shorts squeezed on every bounce.

  • August 13 - another tall green spike, $800 - 900M longs liquidated into a downtick.

  • August 20 - deepest red of the window, $350 - 450M shorts nuked on a fast push higher.

  • August 21 - smaller green follow-through as price cooled.

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.

7-day Cryptocurrency Liquidation Heatmap - Click to enlarge.

  • August 16 - August 18 - majors hot: ETH spends hours in orange, BTC repeatedly yellow→orange. SOL and XRP trail one notch cooler.

  • August 17 midday - scattered orange hits in mid-caps; ADA/LINK show yellow pops.

  • August 20 - August 21 - second broad surge: BTC and ETH back to yellow to orange as the short squeeze into August 20 shows up across rows.

  • Lower-gear names stay blue/green most of the week. Little leverage, little drama.

Some Interesting Insights 👓️ 

  • Symmetric pain: Big long purges on July 31 and August 13. Shorts blasted on August 20. Both sides keep over-betting.

  • Head-count stayed elevated: Multiple yellow to orange stretches on BTC/ETH confirm crowd size and speed remain high.

  • Same playbook works: Any day > $600 M liquidated or any hour > 1,500 head-count tends to be followed by a sharp counter-move inside 24 - 48 hours.

  • Process tip: Watch BTC and ETH on the heatmap. When those rows flip yellow, cut alt risk or tighten stops immediately.

HEATMAP
Total Crypto Market Heatmap 🌡️

Weekly Heat Map - Source: Santiment - Click to enlarge.

Social Volume Heatmap 🗨️

Weekly Social Volume Heat Map - Source: Santiment - Click to enlarge.

Active Addresses Heatmap 📫️

Weekly Active Addresses Heat Map - Source: Santiment - Click to enlarge.

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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. 📋