Crypto Long & Short: The crypto question isn’t what to own — it’s what you can survive holding

In this week's Crypto Long & Short, Lionsoul Global’s Gregory Mall writes that the primary crypto allocation decision is size, not selection.

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Crypto Long & Short: The crypto question isn’t what to own — it’s what you can survive holding

In this week’s Crypto Long & Short, Lionsoul Global’s Gregory Mall writes that the primary crypto allocation decision is size, not selection.

By Gregory Mall

Updated Jul 22, 2026, 3:11 p.m. Published Jul 22, 2026, 3:09 p.m.

4 min read

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Crypto Flows, Share and the Selective Rotation

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Markets repositioned since June, but Binance held share (~55% reserves, ~24% spot) and drew net inflows in early July while the tracked market saw outflows.

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Markets repositioned since June, but Binance held share (~55% reserves, ~24% spot) and drew net inflows in early July while the tracked market saw outflows.

Why it matters:

Markets repositioned since June, but Binance held share (~55% reserves, ~24% spot) and drew net inflows in early July while the tracked market saw outflows.

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