We have entered a strategic partnership with CryptoQuant, one of the most widely used on-chain and market data providers in crypto. The goal is simple and it goes beyond any single piece of research: to give forward-thinking investors the data and analysis they need to make decisions on a cycle horizon rather than a headline one.
The first output of that work is a joint report, Buying the Bear, on how the largest holders in the market are positioned right now. More will follow.
Why CoinRabbit partnered with CryptoQuant
CryptoQuant’s research is read by trading desks, funds and analysts who need to see flows rather than opinions. That is exactly the input our clients are missing.
The people who use CoinRabbit are long-term holders. They think in cycles. The decisions they care about are decisions about position size, timing and liquidity, and those play out over months. Sentiment is a poor input for that. Wallet balances, order flow and cost basis are much better ones, because they show what capital actually did.
Together we will be publishing research on that basis regularly: grounded in on-chain data, focused on what large holders are actually doing, and written for the time horizon our clients operate on.
More from our research
We publish research for long-term holders every month. Learn more about where and how to buy large amounts of Bitcoin, why rehypothecation broke so many lending platforms in the last cycle, and how institutional crypto trading platforms compare on fees, liquidity and custody.
The first report: retail is selling, large holders are not
Buying the Bear tracks large, high-net-worth and institutional-scale holders across Bitcoin, Ethereum and XRP, using on-chain balances, whale order flow and realized price.
The finding is a clean split between sentiment and behaviour. Retail has been selling into weakness. The largest cohorts have been doing the opposite: Bitcoin whale balances have climbed through 2026 and accumulation accelerated as price fell below $60,000, Ethereum supply keeps moving from mid-sized wallets into the largest ones, and XRP whales have been quietly absorbing what the market releases. Valuations across all three now sit close to realized price, historically a late-bear-market zone rather than a mid-cycle one.
The report stops short of calling a bottom, and so do we. Risk-reward has improved meaningfully, but there is still room for further downside before a floor is confirmed. That is what data gives you: a clear read on where the market sits in the cycle, with honest limits on what it can say about tomorrow.
“Data providers of CryptoQuant’s calibre are rare, and partnerships like this one are where we want to put our energy. Their research is built on the same on-chain data that institutional desks work from, and giving our clients access to it raises the quality of every decision they make. Any platform that takes long-term investors seriously should be working with analytics teams at this level.”
Walter Barrett, Chief Strategy & Growth Officer at CoinRabbit
What this means for holders
Research like this is easy to read as a trading signal. Our clients use it differently.
For a long-term holder the practical question is how to get through the rest of the cycle with the position intact, instead of selling at the worst possible moment. Liquidity needs do not pause because the market is down: tax bills, business costs and opportunities all keep their own schedule. The largest holders handle this the same way every cycle: they borrow against the position and keep the exposure.
Building for the same investor
The reason this research fits CoinRabbit is that it describes the client we built the product for. Forward-thinking investors hold through cycles, and when they need liquidity they look for it without touching the position.
CoinRabbit has operated since 2020 and has issued more than $1.45 billion in loans. We maintain 100% reserves, hold pledged collateral in cold storage with multisig access, and never rehypothecate client assets.
That is the principle behind our own tools. A crypto loan turns a position into working capital without closing it. You choose an LTV between 50% and 90%, the APR starts at 11.95% and stays fixed for the term, and funding takes 10 minutes with no approval stage, because the collateral does the underwriting. Collateral sits in segregated cold storage under a no-rehypothecation policy and is never lent out. Clients holding $500,000 and above work through the Private Program with a personal manager and personalized terms.
We will keep backing long-term investors the same way: with data-driven research, and with liquidity tools built for people who plan in cycles rather than in weeks.
The information provided in this article is for educational and informational purposes only and should not be construed as financial advice. Cryptocurrency investments carry a high level of risk, and it is essential to conduct thorough research and consult with a qualified financial advisor before making any investment decisions.
Last Updated on August 13, 2026 by Dan Marsh
