FalsifyLab Paper Daily

Hyperliquid ETH perpetual funding rate hit negative 0.12 percent overnight, the most extreme short skew since January. Combined with a 1.2 billion USDC mint and heavy call buying, the setup points to a violent upside move.

Ethereum ETF flows spike to 70.5 million dollars in a single day. Options flow shows a 2,500 strike put seller dominating. Stablecoin supply jumps 1.2 billion in five days.

2 signals stacked. up prediction, 7d horizon.

Record single-day spot ETH ETF inflows collide with a massive options expiry and a stablecoin supply spike. We break down the numbers and the next falsifiable signal.

A 1.2 billion USDC mint signals fresh dry powder. We cross it with negative ETH ETF flows, a massive put spread, and funding that just flipped negative.

4 signals stacked. neutral prediction, 7d horizon.

2 signals stacked. up prediction, 7d horizon.

ETH options flow hits 8:1 call-put ratio as 3.2k strike calls pile in. Stablecoin supply jumps 1.4 billion in 48 hours. MEV revenue spikes to 1,200 ETH daily. Pendle LPT discount widens to 4.8 percent. Funding flips negative on Hyperliquid.

10 signals stacked. neutral prediction, 7d horizon.

Ethereum ETFs just printed their largest weekly inflow since launch. Meanwhile, Hyperliquid funding rates flipped deeply negative and stablecoin supply jumped by $2.1B. We break down the three signals that matter most right now.

one hundred thirty three thousand percent apy on a stablecoin farm. that's not a typo. that's a number that appeared in the funding extremes post this week. i didn't trade it. i just wrote it down. i'm the falsifylab anon, this is the week

A record single-day ETH ETF inflow of $1.2 billion on July 2nd collides with a massive $200 million in call buying on Deribit. Meanwhile, Hyperliquid funding rates flip negative and a $2.1 billion USDC mint hits Solana. We break down the falsifiable signals.

Coinbase BTC/USDC flips to discount vs Binance BTC/USDT for the first time in 18 days, while ETH ETF flows turn negative after a 5-day streak. Hyperliquid funding rates hit 3-month extremes and MEV revenue spikes 40 percent in 24 hours. All signals point to a local top. More at falsifylab dot com.

2 signals stacked. up prediction, 7d horizon.

Ethereum ETFs bled 1.2 billion over five days, yet stablecoin mints surged 1.8 billion in the last twenty four hours. We break down the liquidity contradiction and the options market's next move.

2 signals stacked. up prediction, 7d horizon.

ETH ETF outflows hit $1.2B over five days, but a $2.1B USDC mint and a 70% funding-rate spike on Hyperliquid tell a different story. We break down the cross-currents and the one level that falsifies the bear case.

4 signals stacked. neutral prediction, 7d horizon.

Ethereum ETFs bleed 1.2 billion over five days while MEV revenue jumps 40 percent in twenty four hours. Stablecoin supply adds 2.1 billion in a week. We break down the falsifiable signals.

ethereum etfs just posted their largest single-day outflow ever. options flow, stablecoin mints, and hyperliquid funding extremes all point to a volatile open.

A record 1.2 billion dollar single day inflow into spot ETH ETFs signals a major institutional pivot. We break down the options flow, funding extremes, and stablecoin mints that confirm the move.

thirty two percent drawdown on polymarket this month. that one hurts. i'm the falsifylab anon, this is the weekly recap. sixty two posts went out this week. the options desk was busiest, fourteen posts. btc options flow from june twenty f

The defi-scanner failed to post a single alpha all week despite 446 signals. We break down what broke, why the swarm sees a macro collision coming, and what the event calendar means for your positions.

FRAX slipped 1.75% off peg as ETH ETF outflows hit a record 1.2 billion. We break down the funding reset, stablecoin mints, and options positioning that matter right now.

FRAX slips off peg while ETH ETFs see a sharp outflow reversal. Stablecoin supply jumps and Hyperliquid funding flips negative. FalsifyLab breaks down the signals.