How do I install the Institutional Crypto skill?

Run npx skillmds@latest add defillama/institutional-crypto in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Institutional Crypto safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: makes network calls, reads secrets. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Institutional Crypto?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Institutional Crypto free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Institutional Crypto?

defillama (@defillama) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Institutional Crypto by defillama — Agent Skill

Name: Institutional Crypto
Rating: 4.2 (5 reviews)
Author: defillama

Institutional Crypto

Institutional and TradFi crypto exposure analysis covering public company holdings (MicroStrategy, Tesla, etc.), Bitcoin and Ethereum ETF flows, and institutional accumulation patterns. Use when the user asks about institutional adoption, ETF flows, corporate treasuries, what institutions are buying, or MicroStrategy holdings.

defillama 96f64ab 2.8 KB Updated Sep 9, 2026

File contents

Institutional Crypto Analysis

Analyze institutional and TradFi exposure to crypto by combining corporate holdings data, ETF flow data, and price context.

Workflow

Step 1 - Corporate and institutional holdings

Fetch public companies and institutions that hold crypto on their balance sheets, including market-to-NAV ratios.

defillama:get_dat_holdings
  include_mnav: true

Key fields: institution_slug, token, amount, holding_usd_value, mNAV.

Sort by value to show the largest holders. Note any entities trading at a significant premium or discount to NAV (mNAV far from 1.0).

Step 2 - Bitcoin ETF flows

Get recent BTC ETF inflow and outflow data.

defillama:get_etf_flows
  token: "bitcoin"

Positive flows = net buying. Negative flows = net selling.

Step 3 - Ethereum ETF flows

Get recent ETH ETF inflow and outflow data.

defillama:get_etf_flows
  token: "ethereum"

Step 4 - Price context

Fetch current BTC and ETH prices to contextualize the flows.

defillama:get_token_prices
  token: ["coingecko:bitcoin", "coingecko:ethereum"]

Output Format

Present the report with these sections in order:

Institutional Holdings - Top holders ranked by USD value. Include entity name, token held, amount, value, and mNAV. Call out any notable changes or premium/discount to NAV.
Bitcoin ETF Flows - Recent daily/weekly flows, cumulative AUM, and trend direction. Name the top ETFs by flow.
Ethereum ETF Flows - Same structure as BTC ETFs.
Price Context - Current BTC and ETH prices, helping the user understand the dollar magnitude of flows.
Key Takeaways - Summarize whether institutional appetite is growing or shrinking, and any notable patterns.

Tips

Sustained positive ETF flows alongside rising price = strong institutional demand.
An entity with mNAV >> 1 is trading at a premium to its crypto holdings (e.g., MicroStrategy often trades above NAV).
Compare weekly ETF flows to previous weeks to identify acceleration or deceleration in institutional buying.
Negative ETF flows during price dips may indicate profit-taking rather than loss of conviction if flows resume quickly.
Use start_date / end_date for custom date ranges when analyzing specific periods (e.g., start_date: "2025-01-01", end_date: "2025-03-31").

---name: institutional-cryptodescription: Institutional and TradFi crypto exposure analysis covering public company holdings (MicroStrategy, Tesla, etc.), Bitcoin and Ethereum ETF flows, and institutional accumulation patterns. Use when the user asks about institutional adoption, ETF flows, corporate treasuries, what institutions are buying, or MicroStrategy holdings.--- # Institutional Crypto Analysis Analyze institutional and TradFi exposure to crypto by combining corporate holdings data, ETF flow data, and price context. ## Workflow ### Step 1 - Corporate and institutional holdings Fetch public companies and institutions that hold crypto on their balance sheets, including market-to-NAV ratios. ``` defillama:get_dat_holdings include_mnav: true ``` Key fields: `institution_slug`, `token`, `amount`, `holding_usd_value`, `mNAV`. Sort by value to show the largest holders. Note any entities trading at a significant premium or discount to NAV (mNAV far from 1.0). ### Step 2 - Bitcoin ETF flows Get recent BTC ETF inflow and outflow data. ``` defillama:get_etf_flows token: "bitcoin" ``` Positive flows = net buying. Negative flows = net selling. ### Step 3 - Ethereum ETF flows Get recent ETH ETF inflow and outflow data. ``` defillama:get_etf_flows token: "ethereum" ``` ### Step 4 - Price context Fetch current BTC and ETH prices to contextualize the flows. ``` defillama:get_token_prices token: ["coingecko:bitcoin", "coingecko:ethereum"] ``` ## Output Format Present the report with these sections in order: 1. **Institutional Holdings** - Top holders ranked by USD value. Include entity name, token held, amount, value, and mNAV. Call out any notable changes or premium/discount to NAV. 2. **Bitcoin ETF Flows** - Recent daily/weekly flows, cumulative AUM, and trend direction. Name the top ETFs by flow. 3. **Ethereum ETF Flows** - Same structure as BTC ETFs. 4. **Price Context** - Current BTC and ETH prices, helping the user understand the dollar magnitude of flows. 5. **Key Takeaways** - Summarize whether institutional appetite is growing or shrinking, and any notable patterns. ## Tips - Sustained positive ETF flows alongside rising price = strong institutional demand. - An entity with mNAV >> 1 is trading at a premium to its crypto holdings (e.g., MicroStrategy often trades above NAV). - Compare weekly ETF flows to previous weeks to identify acceleration or deceleration in institutional buying. - Negative ETF flows during price dips may indicate profit-taking rather than loss of conviction if flows resume quickly. - Use `start_date` / `end_date` for custom date ranges when analyzing specific periods (e.g., `start_date: "2025-01-01", end_date: "2025-03-31"`).

Frequently asked questions