🔷 Largest outflow since June: ETF −$450.4M
Facts:
• Tuesday: −$450.4M across 13 funds — the biggest outflow since June 24
• Monday was +$159.9M: the same money went into CLARITY and then left
• The most was withdrawn from Fidelity FBTC ($214.8M) and BlackRock iShares ($161.7M)
• BTC around $76,000 (−2.5% over 24 hours)
🧠 My thought: ETFs sell the news, treasuries buy the level, and wallet holders hold the cycle. Three types of money, three speeds. The ETFs showed: money inside the wrapper is fast — +160 on hope, −450 on disappointment within a day. This isn’t a flow—it’s a reaction to each headline. While ETFs are leaving, Strive is adding up to 25,000 $BTC , and the holders’ streak of 30 days is still alive.
⚠️ Hawkish FOMC this evening = a second wave of outflows toward the $74,300 shelf.
❓ Are fast-money ETFs right, or slow-money treasuries? 👇
#BTC #ETF
Facts:
• Tuesday: −$450.4M across 13 funds — the biggest outflow since June 24
• Monday was +$159.9M: the same money went into CLARITY and then left
• The most was withdrawn from Fidelity FBTC ($214.8M) and BlackRock iShares ($161.7M)
• BTC around $76,000 (−2.5% over 24 hours)
🧠 My thought: ETFs sell the news, treasuries buy the level, and wallet holders hold the cycle. Three types of money, three speeds. The ETFs showed: money inside the wrapper is fast — +160 on hope, −450 on disappointment within a day. This isn’t a flow—it’s a reaction to each headline. While ETFs are leaving, Strive is adding up to 25,000 $BTC , and the holders’ streak of 30 days is still alive.
⚠️ Hawkish FOMC this evening = a second wave of outflows toward the $74,300 shelf.
❓ Are fast-money ETFs right, or slow-money treasuries? 👇
#BTC #ETF
