$1.9B rushed into Bitcoin ETFs last week. They're still $2.9B down for 2026.
US spot BTC ETFs pulled in $1.9B last week — the biggest week since October 2025 — with ETH funds adding $697M. ETF volume hit $22.1B, up 219% week-on-week (The Block, Bloomberg).
The trigger wasn't crypto. The Treasury doubled its long-end buyback cap to $4B per operation from Sept 9, after the 30Y yield hit 5.33% — a 19-year high (US Treasury, CNBC). Cheaper duration bids up risk, and BTC ran roughly 25% in a week.
The part desks are chewing on: even after that record week, 2026 ETF flows are still net negative. That looks like positioning unwinding, not a crowded trade. $BTC $ETH
Chasing the squeeze here, or waiting on the retest?
#Write2Earn #ETFFlows #Bitcoin #CryptoNews #Fed
Not financial advice. DYOR.
US spot BTC ETFs pulled in $1.9B last week — the biggest week since October 2025 — with ETH funds adding $697M. ETF volume hit $22.1B, up 219% week-on-week (The Block, Bloomberg).
The trigger wasn't crypto. The Treasury doubled its long-end buyback cap to $4B per operation from Sept 9, after the 30Y yield hit 5.33% — a 19-year high (US Treasury, CNBC). Cheaper duration bids up risk, and BTC ran roughly 25% in a week.
The part desks are chewing on: even after that record week, 2026 ETF flows are still net negative. That looks like positioning unwinding, not a crowded trade. $BTC $ETH
Chasing the squeeze here, or waiting on the retest?
#Write2Earn #ETFFlows #Bitcoin #CryptoNews #Fed
Not financial advice. DYOR.
