Net inflows into Bitcoin spot ETFs have increased significantly recently, with net inflows reaching as high as $555 million, according to CoinGlass data. At the same time, net inflows into the Ethereum spot ETF also reached $17 million. This inflow trend indicates that market attention and participation in cryptocurrencies are increasing.
Increases in capital inflows tend to be closely related to market sentiment and expectations. As expectations of a rate cut by the US Federal Reserve increase, market interest in cryptocurrencies is likely to rise further. Rate cuts typically reduce the opportunity cost of holding cash, which could prompt greater flows into risky assets, including cryptocurrency markets.
In addition, the approaching U.S. election may also have an impact on the market. Historical data shows that Bitcoin rebounded before the 2016 and 2020 elections. There are currently three weeks until the general election on November 5. Whether the market will repeat the script of the first two rounds of bull markets deserves close attention.