Institutional crypto intelligence
For crypto analysts and fund managers: the gap between price and what on-chain data, large holders, leverage and regulation say, with every number explained.
BTC and ETH. Analysis only. No execution, no custody, no investment advice.
Running today on public sources
503 public wallets tracked
Regulator feeds across the US, EU, Switzerland, Luxembourg, Hong Kong and Japan
Funding, basis, open interest and implied volatility
BTC and ETH daily history since 2020
PRD figures as of 7 Oct 2026
01 · The problem
Illustrative scene. Every morning, an analyst opens eight tabs before the analysis even starts: an explorer, a wallet tracker, a derivatives dashboard, a regulator’s website, a news feed. Then the sources are compared in their head.
02 · The cost of waiting
On-chain data, wallet labels, regulation and derivatives are lined up by hand, after the move.
03 · What changes
Each source is set against price on one screen, and the gap between them is measured and explained.
The engine
The engine measures the gap between price and what four independent sources would justify. The Divergence Index, from 0 to 100 with no direction, shows how unusual the combined gap is. Coupling shows how much the sources move together. Every value breaks down into verifiable terms, and the same inputs always give the same output. There is no language model in the calculation chain. It describes. It does not forecast. You decide.
Latest
DEADLINE 20 OCT 2026 · REGULATORY · US
SEC Regulation Crypto Assets: comment period closes 20 October
Source: Fireblocks (secondary) [TO FILL: link]
independent sources of truth
regulators monitored
news feeds
Method shown.
Contributions shown.
Same inputs, same result.
How it comes together
Your terminal
A Command Center you configure: widgets, presets by asset or context, a command palette, and alerts calibrated on history. Two people on the same desk can see two different terminals.
Analyst
Open the Morning Brief, drill from any value to its source pillar, and test a relationship in the Correlation Workbench.
Portfolio manager
Filter the brief to your assets. Switch between presets by asset or context.
CFO or head of research
A supervision view with the breakdown of every value and the critical alerts only.
Discovery gives full access for a limited time, so your team can test Goliath on real workflows.
Request Discovery access
The four pillars
On-chain data sits in one tool, wallet labels in another, regulation in a PDF and derivatives in a third. The comparison happens in someone’s head. Goliath sets each source against price and shows the gap.
01 · ON-CHAIN
On-Chain Intelligence
Is the network active, and is liquidity entering or leaving?
Network activity, stablecoin flows, DEX volume and yields from open sources.
Network activity
Stablecoin flows
DEX volume
Yields
02 · SMART MONEY
Smart Money
What are the largest identified holders and corporate treasuries doing?
503 public wallets tracked, plus declared treasuries.
Public wallets (503 tracked)
Declared treasuries
03 · REGULATORY
Regulatory
Where is the rule tightening or loosening, and how does the market react?
Regulator feeds from the US, EU, Switzerland, Luxembourg, Hong Kong and Japan, with dated event studies.
Regulator feeds
Dated event studies
04 · MARKET STRUCTURE
Market Structure
Is the market leveraged, crowded or liquid?
Funding, annualised basis, open interest, implied volatility, liquidations and peg gaps.
Funding
Annualised basis
Open interest
Implied volatility
Liquidations
Peg gaps
Why now
Financial District, Toronto · Photo: Jan Weber
10 Jan 2024
The US SEC approves the listing and trading of spot bitcoin exchange-traded products.
Source: SEC statement ↗
30 Dec 2024
The EU Markets in Crypto-Assets Regulation (MiCA) applies in full across the European Union.
Source: EUR-Lex, Regulation (EU) 2023/1114 ↗
18 Jul 2025
The GENIUS Act, a US federal framework for payment stablecoins, is signed into law.
Source: The White House ↗
From the founders
Emery
CEO and co-founder, Goliath
Market notes
Short, sourced notes on what moved in crypto markets and regulation, and what it means for an institutional desk.
US Capitol, Washington · Photo: Louis Velazquez
15 Sep 2026 · Regulatory · US
Senate cloture on the CLARITY Act fails 49–50
Why it matters: The market-structure bill never reached debate, so the SEC/CFTC split stays in agency guidance rather than law, and negotiations have resumed.
Source: Fireblocks ↗
European Parliament, Strasbourg · Photo: Lukas S
23 Jun 2026 · Regulatory · EU
MiCA transitional period ends on 1 July 2026
Why it matters: From that date, providers without MiCA authorisation must stop serving EU clients, and ESMA expects wind-down plans.
Source: AMF ↗
Colonnade · Photo: Darryl Low
20 Oct 2026 (deadline) · Regulatory · US
SEC Regulation Crypto Assets: comment period closes 20 October
Why it matters: Exemption thresholds and safe-harbour conditions are open for comment until that date.
Source: Fireblocks
Team
Emery · CEO
Emery
Institutional strategy · Finance · Investor relations
"Building Goliath’s institutional vision, financial strategy and investor network."
Mattéo · COO
Mattéo
Commercial operations · Partnerships · Execution
"Turning Goliath’s product vision into customer traction, partnerships and disciplined execution."
Mohamed · CTO
Mohamed
Product engineering · Data infrastructure · Technical architecture
"Building the intelligence engine, data infrastructure and technology powering Goliath."
Private preview
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FAQ
Is Goliath investment advice?
No. Goliath is an information and analysis tool. It does not recommend trades, manage positions or give personal advice. Decisions stay with you.
Does Goliath execute trades or hold assets?
No. There is no execution and no custody.
Does Goliath predict prices?
No. It describes where the sources and price disagree and how unusual that is. It makes no forecast and issues no recommendation.
Where does the data come from?
Public blockchain data, regulator feeds and open market data. Sources are shown next to each value, and any simulated value is marked as such in the interface.
Is it live?
Prices, market structure and anomalies refresh about every 90 seconds. The engine runs once a day on the previous day’s data. The current release is a preview.
How is the Divergence Index calculated?
With documented statistics: robust normalisation, equilibrium relations between price and each source, and a turbulence measure. Every value breaks down into its contributions. There is no language model in the calculation chain, and identical inputs give identical results.
Who is Goliath for?
Crypto hedge funds, family offices and asset managers with crypto exposure.
How do I get access?
Request Discovery access above. We reply by email.