OVERVIEW | Crypto Data Dive - Week 33 | Welcome to the Crypto Data Dive for Week 33 of 2026! | 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 Crypto Data Dive has three main objectives: | Total and Altcoin caps, stamped with YTD moves and the gap to ATH. Seven-layer market-cap recap (TMC ex-stables, ex-top-50, and five more flavors). Crypto Index Performance covering 12 indices. The Liquidation Station boards the train with 30-day totals plus a 7-day heatmap for maximum schadenfreude. Market Heatmap, Social Volume Heatmap, Active Address Heatmap. 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 33 and explore its intriguing insights! |
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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 | |  | Click to enlarge |
| Altcoin Market Cap | |  | Click to enlarge |
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Crypto Index RRG | Relative Rotation Graphs (RRG) help us visualize how a currency or sector performs compared to a benchmark - in this case, the U.S. Dollar Index (DXY). Think of the four colored sectors as stages in a race: | Leading Quadrant (green) - You're a champ! 🏆 You're ahead of everyone else, and the crowd is cheering. But watch out; you might be overdoing it. Weakening Quadrant (yellow) - You're slowing down 😓 and losing your lead. Maybe you're a bit demoralized because your biggest fan didn't show up. You're now in the middle of the pack. Lagging Quadrant (red) - Disaster strikes! 😱 You're injured, exhausted, or just made a big mistake. You're now in last place, and it's a sad scene. Improving Quadrant (blue) - Time for a comeback! 💪 Your motivation returns, the music swells, and you're picking up speed. You're back in the middle, catching up with the leaders.
| Analyzing the RRG Examples | Example 1: Rapid Rotation
- If an instrument moves quickly through all four quadrants, it could indicate high volatility or erratic behavior. Traders may want to be cautious or use appropriate risk management strategies in such cases. | Example 2: Stuck in the Middle
- An instrument that remains close to the center of the RRG might be in a consolidation phase, lacking a clear trend or momentum. Traders might wait for a decisive move before entering a position. | Example 3: Consistent Leader
- If an instrument stays in the Leading Quadrant (top right) for an extended period, it could signify a strong, sustained uptrend. Traders might consider buying opportunities or riding the trend. | Example 4: Slow Recovery
- An instrument that gradually moves from the Lagging Quadrant (bottom left) to the Improving Quadrant (blue) and eventually to the Leading Quadrant (green) could indicate a slow but steady recovery. Traders might look for potential reversal or bottom-fishing opportunities. | The GIF below shows the past 21 days of movement on the RRG. |  | Click to enlarge |
| The GIF below shows the past 13 weeks of movement on the RRG. |  | Click to enlarge |
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Weekly Total Market Cap (TMC) Performance | Index | Value | Weekly Performance |
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TMC Excluding BTC and ETH | $656B | 0% | TMC Excluding BTC and Stablecoins | $605B | 0% | TMC Excluding BTC, ETH, and Stablecoins | $377B | +1% | TMC Excluding Stablecoins | $1.91T | -1% | TMC Excluding Top 10 | $161B | +1% | TMC Excluding Top 50 | $34B | 0% | TMC Excluding Top 100 | $5.5B | 0% |
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Weekly Crypto Index Performance | Index | Weekly Performance |
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AI | +2% | Decentralized Finance | +1% | Decentralized Physical Infrastructure | +2% | Exchange Tokens | +2% | Layer 1 | 0% | Meme | 0% | Proof-Of-Stake | 0% | Proof-Of-Work | -1% | Real World Asset Tokenization | 0% | Rehypothecated | 0% | Smart Contracts | +1% | Stablecoins | 0% |
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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 12 - July 13 - Strong early two-sided hit. Long liquidations push into the $300M-$350M zone, then shorts get hit for roughly $300M as price snaps around. July 15 - July 16 - Long liquidations stay elevated around $250M-$275M, while shorts remain active but smaller. July 19 - July 20 - Two-sided churn returns, with short liquidations in the $250M-$300M range and longs still meaningfully active. July 25 - July 28 - Biggest long-side cluster of the period. Long liquidations peak near $450M, then remain elevated above 250M-$300M for several sessions. July 30 - August 1 - Short liquidations flare again around $200M-$250M, while the market refuses to commit to clean direction like a responsible adult. August 8 - August 13 - Liquidations cool overall, with smaller two-sided bars mostly under 150M, suggesting leverage pressure faded into the end of the window.
| Quick read | 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.
|  | Weekly Crypto Liquidation History Heatmap - Click to enlarge. |
| August 7 12:00 - BTC and ETH light up hard, with SNDK and SPCX also flashing elevated counts. Early-week leverage gets tested fast. August 9 12:00 - BTC and ETH stay hot, while SOL and HYPE show moderate follow-through. Majors lead, alts follow. Shocking development. August 10 04:00 - August 10 20:00 -Another active window across BTC, ETH, SPCX, and parts of the alt stack, with several cells moving into the 1,000-2,000 range. August 11 12:00 - BTC/ETH remain elevated while SNDK and DOGE show bursts. Not broad panic, but enough heat to know traders were still pushing size. August 12 04:00 - August 12 20:00 -Stronger late-week activity in BTC, ETH, SNDK, and SPCX. Some cells approach the 2,000 cap.
| Some Interesting Insights | Both sides got cleaned out, but longs took the biggest notional hit in the monthly chart. Participation stayed elevated in the weekly heat-map even as BTC price stayed mostly stable. Liquidation spikes line up with positioning stress and failed follow-through, not a visible headline catalyst. The market moved from late-July long-heavy liquidation into early-August rotational chop. Early-warning rule: when BTC is flat but BTC/ETH heat-map rows stay hot, the market is not quiet. It is just compressing leverage into smaller windows, because apparently that’s entertainment now.
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