📈ETF FLOWS: $ETH ETFS SEE MAJOR INFLOWS WITH $BTC BLEEDSOn January 28, spot Ethereum ETFs attracted more than $28 million in net inflows, while spot Bitcoin ETFs lost nearly $20 million.Spot $SOL and $LINK ETFs saw nearly $7 million and $1 million net inflows respectively. https://t.co/NGfThvIYIz ...

🇺🇸 ETF FLOWS: ETH, SOL and XRP spot ETFs saw net inflows on Jan. 28, while BTC spot ETFs saw net outflows.BTC: - $19.64METH: $28.1MSOL: $6.69MXRP: $6.95M https://t.co/cuj5p1C1Oj ...

Core Insights - The article provides a detailed overview of net flows across various ETF asset classes, highlighting significant trends in investment behavior and asset allocation [1] Group 1: ETF Flows by Asset Class - Alternatives saw net inflows of $147.68 million, with an AUM of $115,368.49 million, representing 0.13% of AUM [1] - Asset Allocation ETFs recorded net inflows of $120.19 million, with an AUM of $34,609.95 million, accounting for 0.35% of AUM [1] - Commodities ETFs experienced net inflows of $124.77 million, with an AUM of $413,835.07 million, which is 0.03% of AUM [1] - Currency ETFs had net inflows of $130.38 million, with an AUM of $142,039.87 million, representing 0.09% of AUM [1] - International Equity ETFs saw significant net inflows of $1,947.53 million, with an AUM of $2,444,943.58 million, accounting for 0.08% of AUM [1] - International Fixed Income ETFs recorded net inflows of $441.97 million, with an AUM of $386,258.80 million, representing 0.11% of AUM [1] - Inverse ETFs had net inflows of $200.63 million, with an AUM of $13,155.12 million, accounting for 1.53% of AUM [1] - Leveraged ETFs faced net outflows of $244.12 million, with an AUM of $159,335.54 million, representing -0.15% of AUM [1] - US Equity ETFs recorded net inflows of $600.24 million, with an AUM of $8,379,707.87 million, accounting for 0.01% of AUM [1] - US Fixed Income ETFs saw net inflows of $1,812.56 million, with an AUM of $1,940,673.40 million, representing 0.09% of AUM [1] - The total net inflows across all ETFs amounted to $5,281.82 million, with a total AUM of $14,029,927.67 million, accounting for 0.04% of AUM [1]

Market Overview - Bitcoin has rebounded to the high-$90,000 and low-$80,000 area after a temporary fall to the mid-$80,000s, relieving short-term downside pressure [1] - Currently trading around $89,500, Bitcoin is up about 1.4% over the past 24 hours but is down more than 7% over the last 14 days, remaining nearly 13% lower year to date and about 29% below its all-time high [2] Long-Term Trend Analysis - Bitcoin continues to trade above its 200-day exponential moving average (EMA), a key long-term metric indicating structural bull markets when above this level [3] - The 200-day EMA is trending up, suggesting that long-term demand remains intact and recent price retreats are corrective rather than indicative of a reversal [4] Institutional Demand Insights - Since October 2025, ETF holdings have decreased by over $6 billion, an 8% decline from peak levels, indicating cautious demand from institutional investors [5] - Bitcoin is currently hovering near the ETF realized price of approximately $86,600, which is the average cost basis for ETF buyers, marking a psychological pivot for market sentiment [6] - While outflows have softened and ETF realized prices have stabilized, inflows have not returned in a sustained manner, leaving institutional demand cautious rather than decisively risk-on [6] Short-Term Holder Behavior - The on-chain cost basis for recent Bitcoin buyers is a critical metric, reflecting the behavior of short-term holders as Bitcoin tests key price levels [7]

Core Insights - The article provides an overview of net flows across various ETF asset classes, highlighting significant trends in investor behavior and asset allocation [1]. Group 1: ETF Flows by Asset Class - Alternatives saw a net inflow of $35.97 million, representing 0.03% of total AUM of $114,867.45 million [1]. - Asset Allocation ETFs experienced a net inflow of $62.44 million, which is 0.18% of their AUM of $34,368.13 million [1]. - Commodities ETFs faced a significant outflow of $157.65 million, equating to -0.04% of their AUM of $397,565.11 million [1]. - Currency ETFs had a net outflow of $108.95 million, which is -0.08% of their AUM of $144,509.74 million [1]. - International Equity ETFs recorded a net inflow of $632.81 million, representing 0.03% of their AUM of $2,426,970.78 million [1]. - International Fixed Income ETFs saw a net inflow of $711.75 million, which is 0.18% of their AUM of $384,734.53 million [1]. - Inverse ETFs had a net outflow of $33.63 million, equating to -0.27% of their AUM of $12,601.55 million [1]. - Leveraged ETFs experienced a net inflow of $190.32 million, representing 0.12% of their AUM of $158,120.80 million [1]. - US Equity ETFs faced a substantial outflow of $2,298.75 million, which is -0.03% of their AUM of $8,357,780.46 million [1]. - US Fixed Income ETFs recorded a net inflow of $2,094.75 million, equating to 0.11% of their AUM of $1,935,694.05 million [1]. - Overall, total net flows across all ETFs amounted to $1,129.06 million, representing 0.01% of total AUM of $13,967,212.59 million [1].

Core Insights - The article provides a detailed overview of net flows across various ETF asset classes, highlighting significant trends in investment behavior and asset allocation [1] Group 1: ETF Flows by Asset Class - Alternatives saw a net inflow of $81 million, representing 0.07% of its total AUM of $114.80 billion [1] - Asset Allocation ETFs experienced a net inflow of $49.93 million, which is 0.15% of their AUM of $34.25 billion [1] - Commodities ETFs had a substantial net inflow of $1.20 billion, accounting for 0.31% of their AUM of $386.69 billion [1] - Currency ETFs faced a net outflow of $25.04 million, which is -0.02% of their AUM of $144.59 billion [1] - International Equity ETFs attracted a net inflow of $4.92 billion, representing 0.20% of their AUM of $2.42 trillion [1] - International Fixed Income ETFs saw a net inflow of $789.91 million, which is 0.21% of their AUM of $384.00 billion [1] - Inverse ETFs had a net inflow of $250.18 million, accounting for 1.99% of their AUM of $12.59 billion [1] - Leveraged ETFs experienced a net outflow of $698.07 million, which is -0.44% of their AUM of $158.45 billion [1] - US Equity ETFs had a net inflow of $1.83 billion, representing 0.02% of their AUM of $8.37 trillion [1] - US Fixed Income ETFs saw a net inflow of $2.03 billion, which is 0.11% of their AUM of $1.93 trillion [1] - The total net inflow across all ETFs was $10.43 billion, representing 0.07% of the total AUM of $13.95 trillion [1]

🇺🇸 ETF FLOWS: SOL spot ETFs saw net inflows last week, while BTC, ETH and XRP spot ETFs saw huge net outflows.BTC: - $1.33BETH: - $611.17MSOL: $9.57MXRP: - $40.64M https://t.co/D02wFNWjLN ...

Core Insights - The article provides an overview of net flows across various ETF asset classes, highlighting significant trends in investor behavior and market dynamics [1]. Group 1: ETF Flows by Asset Class - Alternatives experienced a net outflow of $155.19 million, representing -0.14% of its total AUM of $114.29 billion [1]. - Asset Allocation saw a positive net flow of $94.92 million, which is 0.28% of its AUM of $34.05 billion [1]. - Commodities ETFs had a net inflow of $365.92 million, accounting for 0.09% of its AUM of $386.27 billion [1]. - Currency ETFs faced significant outflows of $950.76 million, which is -0.65% of their AUM of $145.67 billion [1]. - International Equity attracted $5.10 billion in net inflows, representing 0.21% of its AUM of $2.38 trillion [1]. - International Fixed Income saw a net inflow of $634.01 million, which is 0.17% of its AUM of $382.50 billion [1]. - Inverse ETFs had a net inflow of $100.84 million, accounting for 0.79% of their AUM of $12.69 billion [1]. - Leveraged ETFs experienced a net inflow of $212.68 million, which is 0.14% of their AUM of $154.37 billion [1]. - US Equity faced outflows of $797.60 million, representing -0.01% of its AUM of $8.31 trillion [1]. - US Fixed Income had a net inflow of $1.53 billion, which is 0.08% of its AUM of $1.93 trillion [1]. - Overall, total net flows across all ETFs amounted to $6.14 billion, with a total AUM of $13.85 trillion, reflecting a 0.04% change [1].

THAT'S RALLYING OTHER NAMES LIKE GOLD, OF COURSE, PLATINUM. PALLADIUM ARE EACH HIGHER AND APPROACHING THEIR RESPECTIVE ALL TIME HIGHS AS WELL. SO LET'S WELCOME IN OUR NEXT GUEST, PHILIP STREBEL, THE CHIEF MARKET STRATEGIST AT BLUE LINE FUTURES, TO HELP BREAK DOWN WHAT'S BEEN GOING ON IN THE METALS TRADE, SPECIFICALLY WITH REGARD TO THE PRECIOUS ONES FOR RIGHT NOW, PHILIP, WHEN YOU LOOK AT THESE CHARTS, HOW MUCH CAN THEY GO FURTHER TO THE UPSIDE.>> WELL, I MEAN, WE SEE A SCENARIO WHERE GOLD FUTURES COULD HIT ...

Group 1: Market Outlook - Gold futures are projected to potentially reach $5,500 by 2026, while silver futures could hit $11,520 due to market volatility [1] - Continued central bank buying and private investor ETF flows are driving demand for gold and silver, with expectations of two interest rate cuts by the Fed [2][4] - Poland has added 150 tons of gold to its reserves, while India is reducing its US Treasury holdings in favor of gold investments [3] Group 2: Investment Trends - There is a multi-year increase in gold ETF holdings as both individuals and institutions view gold as a strong portfolio asset for diversification against inflation and geopolitical risks [4] - The traditional 60/40 portfolio strategy is being replaced by allocations to strategic commodities like gold, silver, and copper [4] Group 3: Market Dynamics - The average true range for gold is currently $95 per day, while silver is at $5 per day, indicating potential for significant sell-offs during market corrections [7] - There are multi-year supply deficits in metals, coupled with strong industrial and investment demand, creating a scenario where demand outpaces supply [7] - The market for platinum is experiencing new highs, driven by supply constraints from South Africa and Russia, which together account for a significant portion of global production [10][11]