On December 19 (ET), spot Bitcoin ETFs recorded total net outflows of $158 million, with only Fidelity's FBTC seeing net inflows. Spot Ethereum ETFs posted total net outflows of $75.89 million, marking seven consecutive days of net outflows. Spot Solana ETFs recorded total net inflows of $3.57 million, while spot XRP ETFs saw total net inflows of $13.21 million. https://t.co/QHxqsa3V6q ...

Core Insights - The U.S. government has designated Bitcoin as a matter of national strategic importance, transforming the policy environment for Bitcoin ETF investors [1] - Regulatory changes have created a more defined framework for Bitcoin ETFs, but institutional adoption remains cautious [2] Regulatory Changes - Establishment of a U.S. strategic bitcoin reserve and the GENIUS Act, which classifies stablecoins as non-securities, supports U.S. Treasury demand [3] - Major wirehouses impose restrictions on financial advisors regarding Bitcoin ETF recommendations and client allocations [4] Market Developments - The approval of spot Bitcoin ETFs and the formation of options markets in 2025 are seen as significant structural changes, with expectations for further developments in 2026 [5] - Anticipation that Bitcoin's price discovery will increasingly shift towards ETF trading, with 13F filers potentially holding over one-third of spot Bitcoin ETF assets by year-end [6] Product Insights - The CoinShares Bitcoin ETF (BRRR) has a 0.25% expense ratio and holds $495.7 million in assets [7] - Expectations for major U.S. wirehouses to open Bitcoin ETF allocations within discretionary portfolios and for custody banks to begin offering direct Bitcoin custody services for institutional clients in 2026 [7]

Core Insights - BlackRock's spot Bitcoin ETF, IBIT, ranks sixth in year-to-date inflows for 2025 despite a negative return of approximately 9.6% [1][2] - IBIT has attracted around $25.4 billion in net inflows, outperforming established equity and commodity products like the SPDR Gold Trust, which has seen a return of over 64% [2] - The divergence between IBIT's performance and investor demand indicates a structural shift towards long-term capital allocation in Bitcoin through regulated vehicles [3] Investor Behavior - Investors are using periods of price drawdown to accumulate positions in Bitcoin ETFs, indicating a shift from short-term trading to long-term holding strategies [3][4] - The trend is characterized as a "HODL clinic," suggesting that long-term allocators are increasingly driving flows into spot Bitcoin ETFs [4] Market Comparison - While equity ETFs dominate inflows, with Vanguard's S&P 500 tracker VOO attracting over $145 billion, IBIT stands out due to Bitcoin's higher volatility and its recent introduction as an ETF asset class [5][6] - Despite GLD's strong price appreciation, its inflows have not matched those of IBIT, indicating that performance is not the sole driver of allocation decisions [7] Future Implications - The significant inflows into IBIT during a year of negative returns suggest potential for even larger inflows during favorable market conditions [8] - As spot Bitcoin ETFs mature within traditional portfolio frameworks, flow data is becoming a leading indicator of long-term adoption [9]

Cryptocurrency ETF Flows - Spot Bitcoin ETFs experienced net outflows of $161 million [1] - Spot Ethereum ETFs recorded net outflows of $96.62 million, marking six consecutive days of net outflows [1] - Spot Solana ETFs saw net inflows of $13.16 million [1] - Spot XRP ETFs posted net inflows of $30.41 million [1]

Daily News 🗞 | December 19• Fidelity Bitcoin ETF leads $457M in inflows• Travel Retail Norway starts accepting Bitcoin at Oslo Airport via Lightning Network• Brazil’s main stock exchange plans to roll out tokenization platform and stablecoin in 2026• Bitcoiners push for quantum-resistant BIP-360 upgrade• Fragmented RWA markets burn $600M–$1.3B a year in cross-chain frictions#CryptoNews #PoloniexNEWS ...

Market Overview & Trends - Bitcoin reached a new all-time high of $126,000 amid ETF inflows and increased institutional adoption [1] - The rise of Perpetual Decentralized Exchanges (Perp Dexes) and prediction markets marked significant developments [2] - Meme coin mania was sparked by $TRUMP [1] Regulatory & Political Landscape - The Trump era saw the implementation of pro-crypto policies, including the establishment of a U.S Strategic BTC Reserve, altcoin ETFs, and stablecoin legislations [1] - Regulatory clarity increased with FTX payouts, CZ's pardon, and Do Kwon's sentencing [2] Risks & Challenges - The crypto market experienced a $20 billion liquidation cascade due to macro shocks [1] - DeFi and CEX exploits caused significant damage [1]

This is why we need Bitcoin After DarkBespoke (@bespokeinvest):Since the iShares Bitcoin ETF $IBIT began trading, had you only owned it after hours (buy the close, sell the next open), it's up 222%. Had you only owned intraday (buy the open, sell the close), it's down 40.5%.(Past performance is no guarantee of future results.) https://t.co/AQEiUaLj1r ...

On December 11 (ET), U.S. spot Bitcoin ETFs recorded a total net outflow of $77.34 million, with Fidelity’s FBTC leading at a $104 million outflow. Spot Ethereum ETFs saw a total net outflow of $42.37 million, with 21Shares’ TETH being the only product to post net inflows. Spot Solana ETFs recorded total net inflows of $11.02 million. https://t.co/LRUeJvGjtU ...

According to SoSoValue, on December 10 (ET), U.S. spot Bitcoin ETFs recorded total net inflows of $224 million. The BlackRock spot Bitcoin ETF IBIT saw the largest single-day net inflow at $193 million. Spot Ethereum ETFs posted total net inflows of $57.58 million, Solana spot ETFs $4.85 million, and XRP spot ETFs $10.2 million. https://t.co/QHxqsa3V6q ...

LATEST: ⚡ Tidal Trust has filed for a Bitcoin ETF that would only hold the asset during after-hours trading and sell at market open, betting that most price gains happen when traditional markets are closed. https://t.co/p0SkmQ6CGf ...