Can Bitcoin ETF Flows Save BTC From Its September Curse?► https://t.co/9sG8Y0GvE3 https://t.co/9sG8Y0GvE3 ...

Supply Dynamics - Bitcoin ETF holdings are skyrocketing, indicating increasing demand [1] - Exchange supply is drying up fast, suggesting decreasing availability [1] - A supply shock is imminent, potentially leading to price appreciation [1]

Bitcoin ETF NetFlow - Bitcoin ETFs saw a net inflow of 2,933 BTC, equivalent to $328.94 million [1] - Fidelity's Bitcoin ETF experienced inflows of 1,157 BTC, valued at $129.78 million, with total holdings reaching 200,655 BTC, worth $22.5 billion [1] Ethereum ETF NetFlow - Ethereum ETFs experienced a net outflow of 49,829 ETH, amounting to $222.49 million [1] - Fidelity's Ethereum ETF saw outflows of 23,365 ETH, valued at $104.33 million, with total holdings at 762,232 ETH, worth $3.4 billion [1]

Market Overview & Regulatory Landscape - The crypto market is in the early stages of a significant bull run, potentially the greatest revolution in financial technology since the internet [1] - Anticipation that the Clarity Act will pass within 60 days, providing regulatory clarity for the crypto space [3] - The Genius Act provided clarity on stablecoins, and the new bill will expand clarity to the broader crypto world [4] - The legislation aims to make America the crypto capital of the world [1] Investment Thesis & Potential Inflows - Expectation of hundreds of billions, possibly trillions of dollars flowing into Bitcoin and other digital assets [6] - Bitcoin is considered digital gold, with businesses absorbing it at 4x the rate it's being mined [2][8] - Bitcoin ETFs bought 500,000 Bitcoin last year, 3x the total supply produced by the Bitcoin network (165,000 Bitcoin) [9] - Corporations bought 250,000 Bitcoin last year [10] Cryptocurrency Recommendations & Portfolio Allocation - Recommended initial investment of 40% ($400 out of $1,000) into Bitcoin [8] - Suggests allocating 20% ($200 out of $1,000) to Ethereum, highlighting its role as a decentralized app store [12] - Recommends allocating 10% ($100 out of $1,000) to Solana, emphasizing its faster and cheaper transactions [21] - Suggests allocating the remaining 30% ($300 out of $1,000) to higher-risk altcoins, with $200 for made-in-America or blue-chip DeFi coins and $100 for speculative investments like Ethereum layer 2s or AI altcoins [26][27][33] Ethereum & Solana Ecosystems - Ethereum is highlighted as the world's most trusted blockchain for digital assets, processing over 15 million daily transactions [13] - Ethereum has $250 billion worth of stablecoins minted on it [16] - Solana is leading in tokenizing real-world assets, with over $500 million in total value [22]

Sept 1 Update:10 #Bitcoin ETFsNetFlow: -631 $BTC(-$68.83M)🔴#Vaneck outflows 627 $BTC($68.38M) and currently holds 16,780 $BTC($1.83B).9 #Ethereum ETFsNetFlow: -4,319 $ETH(-$19M)🔴#Bitwise outflows 5,467 $ETH($24.06M) and currently holds 130,701 $ETH($575.08M).https://t.co/GySMJRXfAA ...

Bitcoin ETF Flows - Bitcoin ETFs recorded a net inflow of 838 BTC, equivalent to $9485 million [1] - iShares (Blackrock) experienced inflows of 454 BTC, totaling $5138 million, holding a cumulative 746016 BTC valued at $844 billion [1] Ethereum ETF Flows - Ethereum ETFs saw a net inflow of 71506 ETH, amounting to $32871 million [1] - iShares (Blackrock) inflows reached 57483 ETH, valued at $26425 million, with total holdings of 3762136 ETH worth $1729 billion [1]

5,500 should be happening in the next couple weeks, but by by the end of the year, I think it should be closer to 10 to 12,000 for ETH. Uh, but it's because something strange is going on with Ethereum. Just in Black Rockck buys $20,000 worth of Ethereum, almost 90 million. In fact, Black Rockck's Bitcoin ETF just overtook the amount of Bitcoin both Coinbase and Binance holds.Black Rockck's Ethereum ETF may be next, especially when you see how quickly Black Rockck is buying Ethereum. Black Rockck has accumul ...

Core Insights - The article emphasizes the importance of a holistic approach to investment recommendations, considering the entire investment ecosystem rather than evaluating companies in isolation [1]. Group 1 - Michael Del Monte is identified as a buy-side equity analyst with over 5 years of experience in the investment management industry [1]. - Prior to his current role, Del Monte spent over a decade in professional services across various industries, including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and Consumer Discretionary [1]. - The investment recommendations made by Del Monte are based on a comprehensive analysis of the investment ecosystem [1].

📉 Bitcoin ETF's are on their longest outflow streak (6 market days) since the tariff fears peaked back in early April. Increasingly, there are cases to be made that these inflows & outflows are retail-driven, and not just institutional-driven like they were early on.😱 Large numbers of retail traders can make emotional decisions when they believe markets have topped, outflowing their money from ETF's. This can temporarily drive markets down, but often signal eventual market bottoms (like we saw in April).🔖 B ...

JUST IN: Investment advisors are buying more Bitcoin."Every category increased their Bitcoin ETF ownership in Q2" - Bloomberg's ETF Analyst,@JSeyff https://t.co/VU5j8gmMbN ...