Charles Edwards x Julio Moreno: What Institutional Crypto Players Actually Want

This episode is part of the BeInCrypto Markets Intelligence Council, our ongoing series bringing together the sharpest analytical minds in crypto and digital assets to break down the data, signals and trends that institutional and serious retail investors need to understand. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ What are the world's most sophisticated institutional investors actually looking at when they open a crypto dashboard? And what are they getting completely wrong? Charles Edwards is the Founder of Capriole Investments, a systematic macro Bitcoin hedge fund, and the creator of the Hash Ribbons, Bitcoin Production Cost and Macro Index on-chain models. He develops proprietary strategies from over 200 macro and crypto signals and has been ranked as a top Bitcoin analyst with over 130,000 followers on X. Julio Moreno is the Head of Research at CryptoQuant, the world's leading on-chain analytics firm, where he has built a reputation for data driven institutional grade Bitcoin analysis since joining in 2022. Together they give the most honest and detailed breakdown of how on-chain data is actually being used by institutions that you will find anywhere. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ They explain: ◼️ Why 90 to 99% of on-chain metrics add nothing but noise and how to find the ones that actually matter ◼️ Why the same metric on two different dashboards can give completely different readings and what drives those differences ◼️ How Capriole avoided losing any capital on FTX by monitoring on-chain data 24-7 while most other funds got wiped ◼️ Why institutions use on-chain data for risk management not direction and why that distinction changes everything ◼️ How institutional clients are now trading mining stocks and crypto exchange equities using on-chain data instead of waiting for quarterly reports ◼️ Why Charles believes AI will find security breaches in crypto and DeFi that no human would ever think to look for ◼️ Why quantum computing is a genuine threat to Bitcoin's current cryptographic infrastructure ◼️ Why surviving the 2022 bear market is the single most important signal when evaluating an institutional crypto player Elliptic ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ [00:00] Intro [02:00] On-Chain Standards For Institutions [05:00] Why Bitcoin Blocks Take Over An Hour [07:00] Same Metric, Different Dashboard? [10:00] Why 99% Of Metrics Are Noise [13:00] Address Labeling Creates Different Results [15:00] Opportunities Or Risks? [18:00] How Institutions Use On-Chain Data [20:00] Do Institutions Trust On-Chain Data? [23:00] Trading Mining Stocks With On-Chain Data [25:00] What Is Missing In Crypto Infrastructure? [27:00] AI Will Find Bugs Humans Never Would [30:00] Is Quantum A Real Bitcoin Threat? [32:00] What Makes A Great Institutional Player? [34:00] Why Surviving 2022 Matters Most ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Follow Charles Edwards: X — https://x.com/caprioleio Website — https://capriole.com Follow Julio Moreno: X — https://x.com/jjmorenom CryptoQuant — https://cryptoquant.com ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ BeInCrypto: 🔗 More from BeInCrypto: 👉 Subscribe: https://www.youtube.com/@Beincrypto 👉 BeInCrypto: https://beincrypto.com 👉 X / Twitter: https://twitter.com/beincrypto 👉 Telegram: https://t.me/+U8DQNp4b8Gw3YmZi ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ #CharlesEdwards #JulioMoreno #Capriole #CryptoQuant #OnChainData #BitcoinAnalysis #InstitutionalCrypto #QuantumBitcoin #AIThreat #BeInCrypto