According to SoSoValue, on Nov. 28 (ET) U.S. spot Bitcoin ETFs saw an estimated $71.4M net inflow, led by ARKB (Ark Invest & 21Shares) with $88.04M. Spot Ether ETFs posted $76.55M in net inflows, marking five straight days of inflows, while Solana spot ETFs recorded $5.37M in net inflows. https://t.co/LRUeJvFLEm ...

Core Insights - ETF inflows are experiencing unprecedented growth, with total inflows reaching $13 billion in a single day and $40 billion over the past five days, leading to year-to-date inflows of $1.16 trillion, a record for the industry [1][2] Group 1: ETF Inflows - The majority of capital is directed towards equity ETFs, particularly broad-market funds like Vanguard's VOO and iShares' IVV, as well as high-growth technology funds such as SMH and TQQQ [2] - Bitcoin ETFs have also seen a resurgence, attracting nearly $500 million in a single day, indicating renewed investor confidence in cryptocurrency [3] Group 2: Market Performance - The S&P 500 increased by 3.65% in September, while developed markets excluding the U.S. rose by 2.5%, with notable performances from The Netherlands (+13.27%) and Korea (+9.04%) [6] - Emerging markets advanced by 5.49%, with Peru (+12.8%) and South Africa (+9.47%) leading the gains [6] Group 3: Active ETFs - Assets in actively managed ETFs reached a record $1.73 trillion by the end of September 2025, surpassing the previous high of $1.63 trillion [5] - The growth of actively managed ETFs is attributed to their transparency and flexibility, highlighting their increasing role in global investment portfolios [7]

Core Insights - U.S. spot Bitcoin exchange-traded funds (ETFs) experienced nearly $240 million in net inflows on Thursday, marking a recovery after a significant outflow period where over $2 billion was withdrawn [1][2] - The inflows were primarily driven by BlackRock's IBIT, Fidelity's FBTC, and Ark 21Shares' ARKB, indicating a potential shift in investor sentiment [1] - Ethereum ETFs also saw a similar recovery with $12.5 million in net inflows on Thursday, following a week of outflows [3] Group 1: Market Performance - The previous week was marked by substantial outflows, starting with a single-day loss of $470.7 million, followed by cumulative outflows reaching $566.4 million on Tuesday [2] - Bitcoin is currently trading around $100,257, down 20% from its peak of $126,000 last month, reflecting a 2.8% decline in the past 24 hours [5] - The recent inflows suggest renewed institutional interest in Bitcoin, despite the current price drop [5] Group 2: Investor Sentiment - Analysts suggest that the recent selling pressure is likely to diminish, making Bitcoin a more attractive buying opportunity as sellers exit the market [6] - There is a prevailing expectation that the bull market for Bitcoin has not concluded, with buyers looking to capitalize on potential price increases [6] - The accumulation of Bitcoin by long-term holders and whale wallets indicates a strengthening of market sentiment [4]

Core Insights - On November 5, a total of $797 million was withdrawn from U.S. Bitcoin and Ethereum spot ETFs during a market downturn, indicating a significant shift in institutional holdings [1] Group 1: Market Movements - The net outflow from spot Bitcoin ETFs reached $577.74 million, marking the largest single-day outflow since August 1 [1] - Fidelity's FBTC fund experienced an outflow of $356.6 million, while ARK and 21Shares' ARKB saw a withdrawal of $128 million, and Grayscale's GBTC had an outflow of $48.9 million [1] Group 2: Institutional Behavior - The continuous outflow over five days signifies a decisive change in institutional positions, reflecting a portfolio rebalancing [1] - The revaluation of risk assets is closely tied to the performance of technology stocks, which are currently putting pressure on cryptocurrencies [1] Group 3: Market Correlation - The excessive expansion of AI trading could lead to a decline in industry valuations, potentially impacting the cryptocurrency market through its correlation with the Nasdaq [1]

Core Insights - Bitcoin ETFs have experienced significant inflows totaling $2.25 billion over four consecutive days, indicating a strong resurgence in institutional interest [1][8] - BlackRock, Fidelity, and ARK & 21Shares are leading the inflows, with BlackRock's IBIT ETF recording the highest net inflow of $466.55 million in the latest trading session [2][3] Inflows and Performance - The latest trading session alone saw inflows of $627.24 million, driven by Bitcoin's price surge above $120,000 [2] - BlackRock's IBIT has a cumulative total of $61.84 billion in net inflows, while Fidelity's FBTC and ARK's ARKB attracted $89.62 million and $45.18 million respectively [3][5] Market Dynamics - The increase in ETF activity aligns with Bitcoin's price rebound, which reached an intraday high of $120,550 before slightly retreating to $119,912 [3] - Technical indicators such as the Relative Strength Index (RSI) at 64.38 and a widening MACD histogram suggest continued upward momentum for Bitcoin [4] Asset Management - BlackRock's IBIT manages $93.95 billion in assets, while Fidelity's FBTC holds $24.91 billion and ARKB manages $5.43 billion [4][5] - The total assets locked in Bitcoin ETFs now amount to $161.03 billion, representing 6.7% of Bitcoin's total market cap [6] Institutional Demand - The strong inflows into Bitcoin ETFs indicate a resurgence and acceleration of institutional demand, particularly at the start of October, a month historically known for bullish trends in the crypto market [6][8] - Bitcoin ETPs currently hold over 1.47 million BTC, accounting for approximately 7% of the capped supply, with U.S. ETFs holding 1.29 million BTC [7]

Core Insights - Bitcoin (BTC) has surpassed the $117,000 liquidity wall, nearing $118,000, driven by renewed strength from U.S. spot ETF inflows, indicating bullish market sentiment [1] - ETFs recorded $429.9 million in net inflows on September 30, marking a positive trend for October [1] - The total value traded in Bitcoin ETFs reached $3.26 billion, with BlackRock's IBIT leading the inflows [2] Market Analysis - Traders are monitoring key liquidity clusters, with potential liquidation points at $107,000 and $118,000, suggesting a possible "squeeze fakeout" scenario [3][4] - Resistance is expected between $117,500 and $119,000, with a potential pullback towards the $111,000–$112,000 range [4] - The importance of CME futures gaps is highlighted, with historical data indicating that gaps below $112,000 have been filled in the past five months [5] Seasonal Trends - October is historically a strong month for Bitcoin, with an average return of +29.9%, contrasting with the flat or negative returns in August and September [6] - The MVRV ratio, which measures the divergence of BTC's market price from its average on-chain cost basis, supports a bullish outlook, typically rising above 1.9 in October [7]

Core Insights - Bitcoin exchange-traded funds (ETFs) experienced a significant rebound on September 24, with net inflows of $241 million following two days of withdrawals totaling $683 million [1][3][4] Group 1: Bitcoin ETF Performance - BlackRock's iShares Bitcoin Trust (IBIT) led the inflows on September 24 with $128.9 million, bringing its cumulative net inflows to $60.78 billion and total net assets to $87.2 billion [2] - Ark Invest and 21Shares' ARKB followed with $37.7 million in net inflows, raising its historical total to $2.18 billion [2] - Cumulative inflows for Bitcoin ETFs reached $57.49 billion, with total assets now at $149.7 billion, representing 6.62% of Bitcoin's total market capitalization [3][6] Group 2: Ethereum ETF Performance - Ethereum ETFs continued to face outflows, recording $79.4 million in net redemptions on September 24, with Fidelity's FETH leading the outflows at $33.2 million [4][5] - Cumulative inflows for Ethereum ETFs stand at $13.6 billion, while total assets are at $27.4 billion, representing 5.45% of Ethereum's total market value [6]

Core Insights - Bitcoin and Ethereum exchange-traded funds (ETFs) experienced significant outflows, totaling $244 million on September 23, following a $439 million exit the previous day, indicating a trend of investor withdrawals amid market repositioning around the Federal Reserve's recent rate cut and upcoming U.S. inflation data [1][5]. Group 1: ETF Outflows - Bitcoin spot ETFs recorded net outflows of $103.6 million on September 23, with Fidelity's FBTC leading the withdrawals at $75.6 million, followed by ARK 21Shares' ARKB with $27.9 million [2]. - Ethereum ETFs faced even larger redemptions, with $140.7 million flowing out in a single day, primarily driven by Fidelity's FETH, which accounted for $63.4 million in outflows [3][4]. - On September 22, Bitcoin products lost $363 million, with Fidelity's FBTC again leading the redemptions at $276.7 million, while Ethereum funds saw $76 million withdrawn [4]. Group 2: Current ETF Holdings - As of September 23, Bitcoin spot ETFs hold $147.2 billion in net assets, representing 6.6% of Bitcoin's total market capitalization, with cumulative inflows of $57.25 billion [5]. - Ethereum spot ETFs currently hold $27.5 billion in net assets, accounting for 5.45% of the total Ethereum market, with cumulative inflows reaching $13.7 billion [5]. Group 3: Recent Market Activity - The recent outflows occurred just one week after digital asset products saw nearly $1.9 billion in inflows, following the Federal Reserve's first interest rate cut of 2025, which had previously spurred renewed investor demand for crypto exposure [5][6]. - During the week prior to the outflows, Bitcoin funds attracted $977 million, while Ethereum products recorded $772 million, marking a year-to-date record of $12.6 billion for Ether-backed products [6].

Group 1: Bitcoin ETFs Performance - Bitcoin spot ETFs in the U.S. experienced their first significant outflow in over a week, with $51.28 million leaving the market on September 17, following seven consecutive sessions of inflows [1][2] - The largest outflow was from Fidelity's FBTC, which saw $116.03 million withdrawn, despite a historical net inflow of $12.56 billion [2] - Grayscale's GBTC also faced significant losses with $62.64 million withdrawn, while Ark and 21Shares' ARKB lost $32.29 million [2] Group 2: Inflows and Total Assets - BlackRock's iShares Bitcoin Trust (IBIT) attracted $149.73 million in inflows on the same day, while Grayscale's lower-fee Bitcoin Mini Trust ($BTC) saw $22.54 million in inflows, raising its lifetime total to $1.84 billion [3] - Total assets under management for Bitcoin spot ETFs reached $152.45 billion, representing 6.62% of Bitcoin's market capitalization [3][4] - Cumulative net inflows across all Bitcoin products since launch stand at $57.33 billion [4] Group 3: Ethereum ETFs Struggles - Ethereum ETFs continued to face pressure, with $1.89 million in net outflows on September 17, extending a streak of withdrawals since early September [4][5] - Fidelity's FETH was the largest loser among Ethereum products, with $29.19 million in redemptions [4] - Total assets under management for Ether ETFs are now at $29.72 billion, or 5.47% of Ethereum's market capitalization, with cumulative inflows reported at $13.66 billion [5]

Market Trends - Yesterday saw the highest Bitcoin (BTC) inflows in the last 2 months [1] - Total net flow for Bitcoin was $7415 million [1] ETF Performance - IBIT experienced inflows of $2112 million [1] - FBTC saw inflows of $299 million [1] - BITB recorded inflows of $444 million [1] - ARKB had inflows of $1451 million [1] - GBTC experienced inflows of $89 million [1]