Stocktwits Crypto Data Dive – Week 12

Stocktwits Crypto Data Dive – Week 12

OVERVIEW

Stocktwits Crypto Data Dive – Week 12

Welcome to the Stocktwits Crypto Data Dive for Week 12 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 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 12 and explore its intriguing insights! 🚀

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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: $4.22 trillion

  • YTD: -20%

  • From ATH: -44%

Click to enlarge.

Altcoin Market Cap

  • All-Time High: $1.73 trillion

  • YTD: -19%

  • From ATH: -44%

Click to enlarge.

STOCKTWITS
Missed An Issue This Week? I Got Ya Right Here 👇️

Here’s this week’s Cryptotwits newsletters. That you probably read already. Maybe. Probably.

Monday – Shorts Got Liquidated, Alts Are Pumping, and I Smiled This Morning 🥳

Tuesday – Whiskey Can’t Fix My Entry Price but It Can Fix How I Feel About My Entry Price 🍻

Wednesday – The SEC Brought The CFTC To Dinner And They Ordered A 68-Page Joint Rule 📏

Thursday – Turns Out the Pot Of Gold Was Just More Volatility 🤷

Friday – We’ve Hit ‘Extreme Fear’ So Many Times It Should Just Be Called ‘Regular Fear’ by Now 🤣

CRYPTO
Stocktwits 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.

CRYPTO
Weekly Total Market Cap (TMC) Performance

Index

Value

Weekly Performance

TMC Excluding BTC and ETH

$726B

+1%

TMC Excluding BTC and Stablecoins

$695B

+2%

TMC Excluding BTC, ETH, and Stablecoins

$436B

+1%

TMC Excluding Stablecoins

$2.11T

0%

TMC Excluding Top 10

$176B

0%

TMC Excluding Top 50

$38B

0%

TMC Excluding Top 100

$7B

-4%

CRYPTO
Weekly Crypto Index Performance

Index

Weekly Performance

AI

+4%

Decentralized Finance

0%

Decentralized Physical Infrastructure

+4%

Exchange Tokens

-1%

Layer 1

0%

Meme

+1%

Proof-Of-Stake

+2%

Proof-Of-Work

-1%

Real World Asset Tokenization

0%

Rehypothecated

+2%

Smart Contracts

+2%

Stablecoins

0%

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.

  • Feb 24 – Largest short liquidation ($600M), aggressive squeeze after a downside move fails.

  • Mar 2 – Mar 3 – Cluster of short liquidations ($400M-$500M) as price rotates higher.

  • Mar 12 – Another notable short wipe ($300M) during a quick upside push.

  • Mar 15 – Mar 16 – Follow-up short squeeze ($400M), continuation of range highs getting punished.

  • Late Feb (Feb 21-22) – One of the larger long liquidation spikes ($500M) during a downside test.

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.

  • Mar 13 20:00 – Mar 14 12:00 – Early-week spike led by BTC/ETH, with some spillover into SOL.

  • Mar 15 20:00 – Mar 16 12:00 – Sustained cluster across majors, one of the most active windows of the week.

  • Mar 17 04:00 – Mar 17 20:00 – Continued activity, but already tapering from prior intensity.

  • Mar 18 12:00 – Mar 19 04:00 – Another burst across BTC/ETH; still below “full saturation” levels.

  • TRUMP (early in week) – Isolated high-intensity spike. Thin liquidity doing thin liquidity things.

Some Interesting Insights 👓️ 

  • Monthly data shows a balanced liquidation environment, not a forced unwind.

  • Weekly heat-map confirms contained, rotation-driven liquidations.

  • Shorts got punished more frequently, especially near range highs.

  • No evidence of leverage building to dangerous extremes.

  • This is a range trader’s market, which explains why both sides keep getting clipped.

Terms & Conditions 📝

Securities Disclaimer: STOCKTWITS IS NOT A TAX ADVISOR, BROKER, FINANCIAL ADVISOR OR INVESTMENT ADVISOR. THE SERVICE IS NOT INTENDED TO PROVIDE TAX, LEGAL, FINANCIAL OR INVESTMENT ADVICE, AND NOTHING ON THE SERVICE SHOULD BE CONSTRUED AS AN OFFER TO SELL, A SOLICITATION OF AN OFFER TO BUY, OR A RECOMMENDATION FOR ANY SECURITY. Trading in such securities can result in immediate and substantial losses of the capital invested. You should only invest risk capital, and not capital required for other purposes. You alone are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. You should also consult an attorney or tax professional regarding your specific legal or tax situation. The Content is to be used for informational and entertainment purposes only and the Service does not provide investment advice for any individual. Stocktwits, its affiliates and partners specifically disclaim any and all liability or loss arising out of any action taken in reliance on Content, including but not limited to market value or other loss on the sale or purchase of any company, property, product, service, security, instrument, or any other matter. You understand that an investment in any security is subject to a number of risks, and that discussions of any security published on the Service will not contain a list or description of relevant risk factors. In addition, please note that some of the stocks about which Content is published on the Service have a low market capitalization and/or insufficient public float. Such stocks are subject to more risk than stocks of larger companies, including greater volatility, lower liquidity and less publicly available information. Read the full terms & conditions here. 🔍

Author Disclosure: The author of this newsletter holds positions in ADA, IMX, COPI, MIN, AGIX, ALGO, ZEC, XLM, and NEAR. 📋





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