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Bitcoin ETF outflows have reached their sixth consecutive day — but the figures have shrunk sharply. Today's figures: • Nov 12 session: $47.7 million outflow — the sixth day in a row (AlphaFinance + Coinfuty, Nov 13). • The day before, Nov 11: $299.9 million outflow — yesterday's figure was only about one-sixth of that. • Six sessions total: around $1.49 billion in outflows. • Over the past 30 days: BTC ETFs saw $2.17 billion in outflows. • The biggest seller on Nov 12 was actually BITB ($26.4 million), while MSBT saw inflows of $3.3 million — and cumulative inflows since Jan 2024 are still around $55.51 billion. My take: the ETF outflow tap has slowed sharply, but prices are still falling — BTC is around $68,500, still below $70,000. So the pressure is coming from elsewhere now: around $1.3 billion in futures liquidations and a strengthening dollar. One small day doesn't end the streak; what's changed is the pace, not the direction. What I'm watching: the Nov 13 session flows, due out tomorrow, and the US PPI tonight at 20:30 WIB. Do you think these shrinking outflows are the start of a cooldown, or just a pause before the next wave? This is my analysis, not financial advice — always DYOR. #AngkaHariIni #ETFBitcoin $BTC
Bitcoin ETF outflows have reached their sixth consecutive day — but the figures have shrunk sharply.

Today's figures:
• Nov 12 session: $47.7 million outflow — the sixth day in a row (AlphaFinance + Coinfuty, Nov 13).
• The day before, Nov 11: $299.9 million outflow — yesterday's figure was only about one-sixth of that.
• Six sessions total: around $1.49 billion in outflows.
• Over the past 30 days: BTC ETFs saw $2.17 billion in outflows.
• The biggest seller on Nov 12 was actually BITB ($26.4 million), while MSBT saw inflows of $3.3 million — and cumulative inflows since Jan 2024 are still around $55.51 billion.

My take: the ETF outflow tap has slowed sharply, but prices are still falling — BTC is around $68,500, still below $70,000. So the pressure is coming from elsewhere now: around $1.3 billion in futures liquidations and a strengthening dollar. One small day doesn't end the streak; what's changed is the pace, not the direction.

What I'm watching: the Nov 13 session flows, due out tomorrow, and the US PPI tonight at 20:30 WIB.

Do you think these shrinking outflows are the start of a cooldown, or just a pause before the next wave?

This is my analysis, not financial advice — always DYOR.

#AngkaHariIni #ETFBitcoin $BTC
JPMorgan actually increased its Bitcoin bets while the market was bleeding — here’s what it filed with the SEC yesterday. The facts: JPMorgan’s Form 13F, filed Thursday, Nov. 12, shows the bank increased its shares of Strategy (MSTR) by 36% in the third quarter, to 848,932 shares worth $131.3 million as of Sept. 30. In the same filing, JPMorgan held 11.4 million shares of IBIT worth about $540 million, up 9.6% from the previous quarter. Its total holdings in spot Bitcoin ETFs were about $549 million. My take: this is an interesting contrast — while spot Bitcoin ETFs have seen outflows for five straight days and MSCI is removing Strategy from its index effective Nov. 30, the largest U.S. bank is increasing its exposure. But honestly, this is a snapshot from Sept. 30, before BTC fell to the low $71,000s, and 13F filings include client and managed-fund positions, not just JPMorgan’s proprietary bets. So this is evidence that institutions weren’t fleeing last quarter, not a buy signal today. What I’m watching next: 13F filings from other major banks and managers ahead of the Monday, Nov. 16 deadline, and whether BTC can reclaim 73,200 — the 200-day moving average, which is now resistance. Do you think this means institutions are done selling, or is it just a pause before the decline continues? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #Institusi $BTC
JPMorgan actually increased its Bitcoin bets while the market was bleeding — here’s what it filed with the SEC yesterday.

The facts: JPMorgan’s Form 13F, filed Thursday, Nov. 12, shows the bank increased its shares of Strategy (MSTR) by 36% in the third quarter, to 848,932 shares worth $131.3 million as of Sept. 30. In the same filing, JPMorgan held 11.4 million shares of IBIT worth about $540 million, up 9.6% from the previous quarter. Its total holdings in spot Bitcoin ETFs were about $549 million.

My take: this is an interesting contrast — while spot Bitcoin ETFs have seen outflows for five straight days and MSCI is removing Strategy from its index effective Nov. 30, the largest U.S. bank is increasing its exposure. But honestly, this is a snapshot from Sept. 30, before BTC fell to the low $71,000s, and 13F filings include client and managed-fund positions, not just JPMorgan’s proprietary bets. So this is evidence that institutions weren’t fleeing last quarter, not a buy signal today.

What I’m watching next: 13F filings from other major banks and managers ahead of the Monday, Nov. 16 deadline, and whether BTC can reclaim 73,200 — the 200-day moving average, which is now resistance.

Do you think this means institutions are done selling, or is it just a pause before the decline continues?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #Institusi $BTC
BlackRock’s Bitcoin ETF lost US$2 billion in nine sessions. At the same time, options began indicating a greater chance that Bitcoin will fall below US$70,000 by Christmas. $BTC #Bitcoin #ETFBitcoin
BlackRock’s Bitcoin ETF lost US$2 billion in nine sessions.

At the same time, options began indicating a greater chance that Bitcoin will fall below US$70,000 by Christmas.

$BTC #Bitcoin #ETFBitcoin
The world's largest Bitcoin ETF has been abandoned by investors for 9 consecutive sessions — and is just 2 sessions away from its own record. Facts: BlackRock's IBIT recorded outflows for 9 consecutive sessions through Wednesday, Nov. 11, totaling more than US$2 billion (CoinTelegraph, Nov. 12, Farside Investors data). On Wednesday alone, US$269.7 million flowed out of IBIT — around 90 percent of total outflows from U.S. spot BTC ETFs that day. IBIT's own record: 11 sessions (June 17–July 2), amounting to US$2.2 billion. So this streak is just 2 sessions away from the record. My opinion: this is no longer about the market in general; it's about the biggest fund itself continuing to see investors leave. Flows had slowed in the previous three sessions, but picked up again on Wednesday — so the pressure hasn't eased. Bitfinex notes that slowing outflows could be an initial step toward finding a bottom, but that's not enough on its own: the condition is 3 consecutive sessions of inflows, and that hasn't happened yet. BTC is around 73,245 tonight, still below the short-term holder cost basis of around 75,700. What I'm watching: whether today's session ends IBIT's outflow streak, or whether that 11-session record is broken. What do you think — are investors leaving IBIT to rotate into other funds, or are institutions actually reducing their exposure? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #IBIT $BTC
The world's largest Bitcoin ETF has been abandoned by investors for 9 consecutive sessions — and is just 2 sessions away from its own record.

Facts: BlackRock's IBIT recorded outflows for 9 consecutive sessions through Wednesday, Nov. 11, totaling more than US$2 billion (CoinTelegraph, Nov. 12, Farside Investors data). On Wednesday alone, US$269.7 million flowed out of IBIT — around 90 percent of total outflows from U.S. spot BTC ETFs that day. IBIT's own record: 11 sessions (June 17–July 2), amounting to US$2.2 billion. So this streak is just 2 sessions away from the record.

My opinion: this is no longer about the market in general; it's about the biggest fund itself continuing to see investors leave. Flows had slowed in the previous three sessions, but picked up again on Wednesday — so the pressure hasn't eased. Bitfinex notes that slowing outflows could be an initial step toward finding a bottom, but that's not enough on its own: the condition is 3 consecutive sessions of inflows, and that hasn't happened yet. BTC is around 73,245 tonight, still below the short-term holder cost basis of around 75,700.

What I'm watching: whether today's session ends IBIT's outflow streak, or whether that 11-session record is broken.

What do you think — are investors leaving IBIT to rotate into other funds, or are institutions actually reducing their exposure?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #IBIT $BTC
Correction: the ETF figures in my 10:47 WIB post earlier were wrong — and that flipped the conclusion. Key figures: • Nov 11 (Farside’s final figures, Nov 12): BTC ETFs saw outflows of US$299.8 million — not US$30.1 million, as in the preliminary figures I used this morning. • Comparison: Nov 10 saw outflows of US$95 million — so flows actually increased more than 3x, rather than slowing down. • Total over 5 sessions: US$1.44 billion in outflows; IBIT alone accounted for US$269.7 million (around 90 percent of the day’s outflows), GBTC US$39.1 million, while MSBT was the only one with inflows, at US$9 million. • ETH ETFs also saw US$144.8 million in outflows that same day — their fifth consecutive day of outflows (The Block, Nov 12). What this means, in my view: my “sellers are starting to tire” take in this morning’s post was wrong — those initial figures turned out to be preliminary, before all the funds were accounted for. The correct picture is that pressure has picked up again and is concentrated in one fund, IBIT. This isn’t a collapse — total inflows since 2024 are still around US$55 billion — but things aren’t easing up either. What I’m watching next: whether the Nov 12 session finally turns green, and whether IBIT redemptions stop — that will determine where these flows go. What do you think: are these IBIT outflows a rotation into other funds, or are institutions actually reducing their exposure? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #ArusInstitusional $BTC $ETH
Correction: the ETF figures in my 10:47 WIB post earlier were wrong — and that flipped the conclusion.

Key figures:
• Nov 11 (Farside’s final figures, Nov 12): BTC ETFs saw outflows of US$299.8 million — not US$30.1 million, as in the preliminary figures I used this morning.
• Comparison: Nov 10 saw outflows of US$95 million — so flows actually increased more than 3x, rather than slowing down.
• Total over 5 sessions: US$1.44 billion in outflows; IBIT alone accounted for US$269.7 million (around 90 percent of the day’s outflows), GBTC US$39.1 million, while MSBT was the only one with inflows, at US$9 million.
• ETH ETFs also saw US$144.8 million in outflows that same day — their fifth consecutive day of outflows (The Block, Nov 12).

What this means, in my view: my “sellers are starting to tire” take in this morning’s post was wrong — those initial figures turned out to be preliminary, before all the funds were accounted for. The correct picture is that pressure has picked up again and is concentrated in one fund, IBIT. This isn’t a collapse — total inflows since 2024 are still around US$55 billion — but things aren’t easing up either.

What I’m watching next: whether the Nov 12 session finally turns green, and whether IBIT redemptions stop — that will determine where these flows go.

What do you think: are these IBIT outflows a rotation into other funds, or are institutions actually reducing their exposure?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #ArusInstitusional $BTC $ETH
Bitcoin ETF outflows slowed sharply — the fifth straight day, but the numbers are getting smaller. Key figures: • Nov 11: −$30.1 million (Farside, via AlphaFinance & WhaleRoomHQ, Nov 12) — the fifth consecutive day of outflows. • Comparison: Nov 5 −$430.2 million, Nov 6 −$411.9 million, Nov 9 −$201 million, Nov 10 −$95 million — five sessions totaling ≈ −$1.17 billion. • By fund on Nov 11: GBTC led outflows at −$39.1 million, while MSBT actually saw inflows of +$9 million. • Price context: BTC is around $73,780 this morning, still below the cost basis of recent buyers at ~$75,600 (Glassnode, Nov 11). My take: funds are still flowing out, but the pace has dropped by more than 90% from its peak — that’s not a reversal; it’s ETF sellers running out of steam. What hasn’t changed: there hasn’t been a single session of inflows since Nov 4, and the five-session total outflow is still over $1 billion. So this is a pause in the pressure, not a buy signal. What I’m watching next: whether the Nov 12 session finally turns green — breaking this five-day streak — and whether BTC can reclaim $75,600. What do you think: is this slowdown the start of a cooldown, or just a pause before the next wave of outflows? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #ArusInstitusional $BTC
Bitcoin ETF outflows slowed sharply — the fifth straight day, but the numbers are getting smaller.

Key figures:
• Nov 11: −$30.1 million (Farside, via AlphaFinance & WhaleRoomHQ, Nov 12) — the fifth consecutive day of outflows.
• Comparison: Nov 5 −$430.2 million, Nov 6 −$411.9 million, Nov 9 −$201 million, Nov 10 −$95 million — five sessions totaling ≈ −$1.17 billion.
• By fund on Nov 11: GBTC led outflows at −$39.1 million, while MSBT actually saw inflows of +$9 million.
• Price context: BTC is around $73,780 this morning, still below the cost basis of recent buyers at ~$75,600 (Glassnode, Nov 11).

My take: funds are still flowing out, but the pace has dropped by more than 90% from its peak — that’s not a reversal; it’s ETF sellers running out of steam. What hasn’t changed: there hasn’t been a single session of inflows since Nov 4, and the five-session total outflow is still over $1 billion. So this is a pause in the pressure, not a buy signal.

What I’m watching next: whether the Nov 12 session finally turns green — breaking this five-day streak — and whether BTC can reclaim $75,600.

What do you think: is this slowdown the start of a cooldown, or just a pause before the next wave of outflows?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #ArusInstitusional $BTC
Barclays increased its Bitcoin ETF holdings by 48% in one quarter — and Citigroup joined in. The facts: Barclays’ Q3 13F filing (SEC, filed Nov. 6) reported 3.94 million IBIT shares as of September 30, up from 2.66 million shares at the end of June — worth about US$187 million, up from US$88.5 million. Citigroup opened a new position worth about US$119 million in FBTC and increased its IBIT holdings by about 50% to 521,000 shares. Bitwise data: banks that have reported hold US$258 million in spot Bitcoin ETFs, or 4.9% of the total reported — up from US$107 million (3.2%) in Q2. The deadline for 13F filings is Monday, Nov. 17; JPMorgan, Wells Fargo, and several major hedge funds have yet to report. My take: this is institutional money coming in through regulated channels, not retail euphoria — and that’s a more durable pattern. But honestly, there are two important caveats: first, this is a snapshot from September 30, before Bitcoin fell and ETFs saw four straight days of outflows; second, 13F filings don’t show shorts or hedges — Barclays also holds put options on 8.17 million IBIT shares and call options on 8.48 million, so the 48% increase isn’t a purely one-way bet. What I’m watching next: the remaining 13F filings through Monday and whether ETF flows turn around this week — that will determine whether these institutions’ intentions are followed by actual buying. What do you think: are these major banks really starting to take Bitcoin seriously, or is this just routine portfolio rebalancing? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #InstitusiKripto $BTC
Barclays increased its Bitcoin ETF holdings by 48% in one quarter — and Citigroup joined in.

The facts: Barclays’ Q3 13F filing (SEC, filed Nov. 6) reported 3.94 million IBIT shares as of September 30, up from 2.66 million shares at the end of June — worth about US$187 million, up from US$88.5 million. Citigroup opened a new position worth about US$119 million in FBTC and increased its IBIT holdings by about 50% to 521,000 shares. Bitwise data: banks that have reported hold US$258 million in spot Bitcoin ETFs, or 4.9% of the total reported — up from US$107 million (3.2%) in Q2. The deadline for 13F filings is Monday, Nov. 17; JPMorgan, Wells Fargo, and several major hedge funds have yet to report.

My take: this is institutional money coming in through regulated channels, not retail euphoria — and that’s a more durable pattern. But honestly, there are two important caveats: first, this is a snapshot from September 30, before Bitcoin fell and ETFs saw four straight days of outflows; second, 13F filings don’t show shorts or hedges — Barclays also holds put options on 8.17 million IBIT shares and call options on 8.48 million, so the 48% increase isn’t a purely one-way bet.

What I’m watching next: the remaining 13F filings through Monday and whether ETF flows turn around this week — that will determine whether these institutions’ intentions are followed by actual buying.

What do you think: are these major banks really starting to take Bitcoin seriously, or is this just routine portfolio rebalancing?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #InstitusiKripto $BTC
BTC-4.09%
IBITETF-3.89%
FBTCETF-3.74%
#BarclaysCitiLoadUpOnBitcoinETF 📈 BARCLAYS ADDS 48% MORE BITCOIN ETFs, CITI PUTS $119 MILLION TO WORK! Newly released 13F filings show Barclays increased its holdings in BlackRock’s IBIT fund to 3.94 million shares, worth about $187 million—double the $88.5 million it held at the end of Q2. Citigroup opened a new position worth about $119 million in Fidelity’s FBTC fund, while also increasing its IBIT holdings by 50%. But keep in mind, these figures are as of September 30, before Bitcoin fell to around $73,582, so they can’t yet be considered a fresh buy signal. Biggest perpetual movers today: $ZEC 982 dollars, $ICP 2,55 dollars, $ZRO 1,58 dollars #Bitcoin #ETFBitcoin #IBIT
#BarclaysCitiLoadUpOnBitcoinETF
📈 BARCLAYS ADDS 48% MORE BITCOIN ETFs, CITI PUTS $119 MILLION TO WORK!
Newly released 13F filings show Barclays increased its holdings in BlackRock’s IBIT fund to 3.94 million shares, worth about $187 million—double the $88.5 million it held at the end of Q2. Citigroup opened a new position worth about $119 million in Fidelity’s FBTC fund, while also increasing its IBIT holdings by 50%. But keep in mind, these figures are as of September 30, before Bitcoin fell to around $73,582, so they can’t yet be considered a fresh buy signal.

Biggest perpetual movers today: $ZEC 982 dollars, $ICP 2,55 dollars, $ZRO 1,58 dollars

#Bitcoin #ETFBitcoin #IBIT
BTC-4.09%
IBITETF-3.89%
BLKUS+0.25%
Bitcoin ETF outflows slowed again — and Ethereum nearly came to a complete halt. Key figures: • U.S. spot BTC ETFs: $95 million in outflows on Nov. 10 (Farside, final) — the fourth consecutive session of outflows. • Comparison: $201 million in outflows on Nov. 9; $411.9 million on Nov. 6. The pace has more than halved for two sessions in a row. • U.S. spot ETH ETFs: just $1.3 million in outflows on Nov. 10 — down from $184.6 million the day before. • IBIT saw $78.2 million in outflows (its eighth consecutive session since Oct. 30; around $1.73 billion total according to Farside’s table), FBTC saw $36.8 million in outflows; MSBT, by contrast, saw $20 million in inflows. • Last 7 sessions (Nov. 2–10): $1,577.7 million in outflows; 30 sessions: $2,242.3 million. 2026 YTD is now negative $1.1 billion (CoinDesk, Cointelegraph, Nov. 10) — even though 2024 and 2025 each saw inflows of more than $20 billion. My take: institutional selling pressure is easing, not disappearing — four consecutive sessions of outflows still mean big buyers haven’t returned. What’s most interesting is ETH: from $184.6 million to $1.3 million in a day, nearly neutral. But one dataset is never enough to draw a conclusion: BTC, at around $73,800, is still below its 200-day average of $76,404, and the now-negative YTD figure is a reminder that 2026 could be the first year U.S. BTC ETFs end in the red if these flows continue. What I’m watching next: the final figures for tomorrow morning’s Nov. 11 session, whether MSBT inflows continue, and the December dot plot. What do you think: is this the start of a cooldown, or just a pause before the next data release? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #ArusInstitusional $BTC
Bitcoin ETF outflows slowed again — and Ethereum nearly came to a complete halt.

Key figures:
• U.S. spot BTC ETFs: $95 million in outflows on Nov. 10 (Farside, final) — the fourth consecutive session of outflows.
• Comparison: $201 million in outflows on Nov. 9; $411.9 million on Nov. 6. The pace has more than halved for two sessions in a row.
• U.S. spot ETH ETFs: just $1.3 million in outflows on Nov. 10 — down from $184.6 million the day before.
• IBIT saw $78.2 million in outflows (its eighth consecutive session since Oct. 30; around $1.73 billion total according to Farside’s table), FBTC saw $36.8 million in outflows; MSBT, by contrast, saw $20 million in inflows.
• Last 7 sessions (Nov. 2–10): $1,577.7 million in outflows; 30 sessions: $2,242.3 million. 2026 YTD is now negative $1.1 billion (CoinDesk, Cointelegraph, Nov. 10) — even though 2024 and 2025 each saw inflows of more than $20 billion.

My take: institutional selling pressure is easing, not disappearing — four consecutive sessions of outflows still mean big buyers haven’t returned. What’s most interesting is ETH: from $184.6 million to $1.3 million in a day, nearly neutral. But one dataset is never enough to draw a conclusion: BTC, at around $73,800, is still below its 200-day average of $76,404, and the now-negative YTD figure is a reminder that 2026 could be the first year U.S. BTC ETFs end in the red if these flows continue.

What I’m watching next: the final figures for tomorrow morning’s Nov. 11 session, whether MSBT inflows continue, and the December dot plot.

What do you think: is this the start of a cooldown, or just a pause before the next data release?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #ArusInstitusional $BTC
BTC-4.09%
ETH-3.73%
IBITETF-3.89%
Bitcoin ETF outflows have halved — but they haven’t stopped. Key figures: • US spot BTC ETFs: $201 million in outflows on Nov. 9 (Farside via KuCoin, Nov. 10) — the third consecutive session of outflows. • US spot ETH ETFs: $184.6 million in outflows on Nov. 9 — also the third consecutive session; BlackRock’s ETHA alone saw $119.3 million in outflows. • For comparison: on Friday, Nov. 6, BTC ETFs saw $411.9 million in outflows (SoSoValue) — so Monday’s outflows were down about 51% from Friday. My take: ETF selling pressure is starting to ease, not disappear. Here’s what’s interesting: IBIT saw $213.2 million in outflows — more than the total outflow — because MSBT actually saw $22.1 million in inflows; some funds are just shifting between issuers. The BlackRock wallet movements tracked today ($213.2 million in BTC and $118.3 million in ETH, CryptoBriefing) match these redemption figures — so these are investor redemptions, not discretionary selling by the fund manager. But three consecutive sessions of outflows in both BTC and ETH still mean institutional buyers haven’t returned. One slower day isn’t enough to call a reversal. What I’m watching next: US CPI tonight at 20:30 WIB — that figure will determine whether outflows keep easing or pick up again. BTC itself is still around $74,610. What do you think: are these slower outflows the start of a cooldown, or just a pause before CPI? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #ArusInstitusional $BTC
Bitcoin ETF outflows have halved — but they haven’t stopped.

Key figures:
• US spot BTC ETFs: $201 million in outflows on Nov. 9 (Farside via KuCoin, Nov. 10) — the third consecutive session of outflows.
• US spot ETH ETFs: $184.6 million in outflows on Nov. 9 — also the third consecutive session; BlackRock’s ETHA alone saw $119.3 million in outflows.
• For comparison: on Friday, Nov. 6, BTC ETFs saw $411.9 million in outflows (SoSoValue) — so Monday’s outflows were down about 51% from Friday.

My take: ETF selling pressure is starting to ease, not disappear. Here’s what’s interesting: IBIT saw $213.2 million in outflows — more than the total outflow — because MSBT actually saw $22.1 million in inflows; some funds are just shifting between issuers. The BlackRock wallet movements tracked today ($213.2 million in BTC and $118.3 million in ETH, CryptoBriefing) match these redemption figures — so these are investor redemptions, not discretionary selling by the fund manager. But three consecutive sessions of outflows in both BTC and ETH still mean institutional buyers haven’t returned. One slower day isn’t enough to call a reversal.

What I’m watching next: US CPI tonight at 20:30 WIB — that figure will determine whether outflows keep easing or pick up again. BTC itself is still around $74,610.

What do you think: are these slower outflows the start of a cooldown, or just a pause before CPI?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #ArusInstitusional $BTC
Today's numbers: institutions are still pulling funds, BTC is back below $75,000. Key figures: • BTC $74,471 (15m kline closed at 12:30 WIB) — back below $75,000 after briefly hitting $75,260 this morning; overnight low was $73,436. • U.S. spot BTC ETFs: −$1.28 billion for the week (Nov 2–6, Farside) — the worst since late June; 2026 flows have turned negative. • IBIT: −$403 million on Friday alone (Farside) — 88% of that day's outflows; six consecutive sessions, $1.44 billion since Oct 30. • ETH ETFs: −$365.2 million for the week (Farside) — sixth consecutive week of outflows. • Fear & Greed: 29 (KuCoin, Nov 9) — in the Fear zone, up from 28 the previous day. What I think this means: this isn't just one bad day; it's a week of institutional outflows — four of five sessions were in the red, led by IBIT. But ETF flows aren't the same as direct spot selling, so don't read $1.28 billion as $1.28 billion worth of BTC sold on the market. What matters tomorrow: U.S. CPI at 20:30 WIB. Do you think outflows this large reflect institutions fleeing, or waiting for CPI before getting back in? This is my analysis, not financial advice — always DYOR. #AngkaHariIni #ETFBitcoin #Bitcoin $BTC $ETH
Today's numbers: institutions are still pulling funds, BTC is back below $75,000.

Key figures:
• BTC $74,471 (15m kline closed at 12:30 WIB) — back below $75,000 after briefly hitting $75,260 this morning; overnight low was $73,436.
• U.S. spot BTC ETFs: −$1.28 billion for the week (Nov 2–6, Farside) — the worst since late June; 2026 flows have turned negative.
• IBIT: −$403 million on Friday alone (Farside) — 88% of that day's outflows; six consecutive sessions, $1.44 billion since Oct 30.
• ETH ETFs: −$365.2 million for the week (Farside) — sixth consecutive week of outflows.
• Fear & Greed: 29 (KuCoin, Nov 9) — in the Fear zone, up from 28 the previous day.

What I think this means: this isn't just one bad day; it's a week of institutional outflows — four of five sessions were in the red, led by IBIT. But ETF flows aren't the same as direct spot selling, so don't read $1.28 billion as $1.28 billion worth of BTC sold on the market. What matters tomorrow: U.S. CPI at 20:30 WIB.

Do you think outflows this large reflect institutions fleeing, or waiting for CPI before getting back in?

This is my analysis, not financial advice — always DYOR.

#AngkaHariIni #ETFBitcoin #Bitcoin $BTC $ETH
Of the $1.28 billion that flowed out of Bitcoin ETFs last week, $1.21 billion came from just one fund: BlackRock’s IBIT. Key figures: • IBIT: -$1.21 billion for the week (Nov 2–6) — about 94% of the total $1.28 billion outflow from U.S. BTC ETFs (The Block, Nov 7–8; Farside/SoSoValue data). • Friday, Nov 6 alone: IBIT -$403 million — 88% of the day’s $411.9 million outflow. Fidelity’s FBTC, on the other hand, saw +$42.8 million that day, making it the only fund with inflows. • IBIT’s streak: 6 consecutive sessions of outflows since Oct 30, totaling -$1.44 billion. • SOL: -$26.3 million, marking its fifth consecutive week of outflows — almost entirely on Friday. My take: this isn’t institutions all heading for the exits in unison — one fund dominated the weekly figure, while Fidelity saw inflows on the same day. But there’s an important caveat: fund outflows don’t prove that an equivalent amount of spot BTC was sold; these are fund settlement figures. BTC itself is still around $75,850 tonight, remaining below the key $77,684 level. What I’m watching next: flows on Monday, Nov 9 — will IBIT’s outflows stop? — and U.S. CPI on Nov 10. Do you think one fund’s dominance makes the weekly figure look worse than it really is, or is that the signal? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #IBIT $BTC
Of the $1.28 billion that flowed out of Bitcoin ETFs last week, $1.21 billion came from just one fund: BlackRock’s IBIT.

Key figures:
• IBIT: -$1.21 billion for the week (Nov 2–6) — about 94% of the total $1.28 billion outflow from U.S. BTC ETFs (The Block, Nov 7–8; Farside/SoSoValue data).
• Friday, Nov 6 alone: IBIT -$403 million — 88% of the day’s $411.9 million outflow. Fidelity’s FBTC, on the other hand, saw +$42.8 million that day, making it the only fund with inflows.
• IBIT’s streak: 6 consecutive sessions of outflows since Oct 30, totaling -$1.44 billion.
• SOL: -$26.3 million, marking its fifth consecutive week of outflows — almost entirely on Friday.

My take: this isn’t institutions all heading for the exits in unison — one fund dominated the weekly figure, while Fidelity saw inflows on the same day. But there’s an important caveat: fund outflows don’t prove that an equivalent amount of spot BTC was sold; these are fund settlement figures. BTC itself is still around $75,850 tonight, remaining below the key $77,684 level.

What I’m watching next: flows on Monday, Nov 9 — will IBIT’s outflows stop? — and U.S. CPI on Nov 10.

Do you think one fund’s dominance makes the weekly figure look worse than it really is, or is that the signal?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #IBIT $BTC
BTC-4.09%
IBITETF-3.89%
FBTCETF-3.74%
Bitcoin spot ETFs officially turned negative for 2026 — and it happened in just one week. The key figures: • BTC: -$1.28 billion for the week (Nov 2–6) — the worst week since late June, and the 7th-largest weekly outflow since these ETFs launched in Jan 2024 (The Block, Nov 7; SoSoValue data; weekly figures cross-checked against Farside’s table). • 2026: Funds entered the week up +$368 million and left it down -$914.1 million — the first time they’ve turned negative since late September. • ETH: -$365.3 million, marking a sixth consecutive week of outflows; 2026 is now at -$405.6 million. • Total BTC held by the 12 funds: $95.9 billion, down 2.3% — about 6.3% of BTC’s market cap. What it means to me: one week wiped out all of 2026’s inflows — but there’s an important caveat: ETF outflows don’t mean that amount of spot BTC was sold; these are fund settlement figures. What’s changed is this year’s narrative: from “institutions are coming back in” in late September to “institutions are net sellers” in early November. BTC itself is still around $75,780 tonight. What I’m watching next: Monday, Nov 9 flows — to see whether this streak continues — and US CPI on Nov 10. What do you think: is this annual turnaround just a pause before inflows return, or a sign that institutions really are reducing their exposure? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #ArusInstitusional $BTC $ETH
Bitcoin spot ETFs officially turned negative for 2026 — and it happened in just one week.

The key figures:
• BTC: -$1.28 billion for the week (Nov 2–6) — the worst week since late June, and the 7th-largest weekly outflow since these ETFs launched in Jan 2024 (The Block, Nov 7; SoSoValue data; weekly figures cross-checked against Farside’s table).
• 2026: Funds entered the week up +$368 million and left it down -$914.1 million — the first time they’ve turned negative since late September.
• ETH: -$365.3 million, marking a sixth consecutive week of outflows; 2026 is now at -$405.6 million.
• Total BTC held by the 12 funds: $95.9 billion, down 2.3% — about 6.3% of BTC’s market cap.

What it means to me: one week wiped out all of 2026’s inflows — but there’s an important caveat: ETF outflows don’t mean that amount of spot BTC was sold; these are fund settlement figures. What’s changed is this year’s narrative: from “institutions are coming back in” in late September to “institutions are net sellers” in early November. BTC itself is still around $75,780 tonight.

What I’m watching next: Monday, Nov 9 flows — to see whether this streak continues — and US CPI on Nov 10.

What do you think: is this annual turnaround just a pause before inflows return, or a sign that institutions really are reducing their exposure?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #ArusInstitusional $BTC $ETH
IBIT lost $1.21 billion in a week — while all the other Bitcoin ETFs combined saw just $72 million in outflows. Key figures: • IBIT (BlackRock): -$1,209.5 million over 5 sessions, Nov 2–6 — outflows in every session (Farside Investors via Coindoo, Nov 7) • All other US spot Bitcoin ETFs combined: -$72.2 million for the week; sector total: -$1,281.7 million • For comparison: on Wednesday, Nov 4, the sector actually saw +$74.6 million, but IBIT was still at -$201.2 million; on Friday, IBIT was at -$403 million while Fidelity FBTC saw +$42.8 million What this means to me: this is no longer a market-wide rush for the exits — it’s one giant fund being abandoned while the others are nearly neutral. But there’s an important caveat: $1.21 billion in outflows doesn’t mean that much BTC was sold on the spot market, and this figure is only ~2% of IBIT’s $60.7 billion in assets. BTC itself is still around $76,150 this afternoon. What I’m watching next: whether IBIT’s outflows stop bleeding when the market opens on Monday, and the US CPI on Nov 10 — the next catalyst. What do you think—is this a rotation out of IBIT into other funds, or are institutions actually reducing their Bitcoin exposure? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #ArusInstitusional $BTC
IBIT lost $1.21 billion in a week — while all the other Bitcoin ETFs combined saw just $72 million in outflows.

Key figures:
• IBIT (BlackRock): -$1,209.5 million over 5 sessions, Nov 2–6 — outflows in every session (Farside Investors via Coindoo, Nov 7)
• All other US spot Bitcoin ETFs combined: -$72.2 million for the week; sector total: -$1,281.7 million
• For comparison: on Wednesday, Nov 4, the sector actually saw +$74.6 million, but IBIT was still at -$201.2 million; on Friday, IBIT was at -$403 million while Fidelity FBTC saw +$42.8 million

What this means to me: this is no longer a market-wide rush for the exits — it’s one giant fund being abandoned while the others are nearly neutral. But there’s an important caveat: $1.21 billion in outflows doesn’t mean that much BTC was sold on the spot market, and this figure is only ~2% of IBIT’s $60.7 billion in assets. BTC itself is still around $76,150 this afternoon.

What I’m watching next: whether IBIT’s outflows stop bleeding when the market opens on Monday, and the US CPI on Nov 10 — the next catalyst.

What do you think—is this a rotation out of IBIT into other funds, or are institutions actually reducing their Bitcoin exposure?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #ArusInstitusional $BTC
BTC-4.09%
IBITETF-3.89%
BLKUS+0.25%
Friday’s final ETF figures turned out to be far from this morning’s partial data — and the correction matters. Key figures: • Friday, Nov. 6 (final, Farside/SoSoValue, Nov. 7): U.S. spot BTC ETFs: -$411.9 million. IBIT -$403 million, FBTC +$42.8 million as the only inflow; BITB -$20.5 million, ARKB -$20.1 million, GBTC -$11.1 million. • Thursday, Nov. 5: -$430.2 million — so Friday was down only about 4% from Thursday, not nearly flat. • Friday ETH: -$93.19 million, its second consecutive day of outflows (Thursday was around -$100 million). • The last 7 finalized sessions: $1.91 billion in outflows; IBIT has now seen outflows for 6 consecutive sessions. What that means to me: this morning I wrote that outflows were -$8.9 million based on partial data from 11 of 12 funds, with IBIT still pending — and I noted the figure could still shift. The final numbers reverse that reading: big sellers aren’t slowing down, and BlackRock recorded its largest daily outflow in this streak. Fidelity remains the only buyer, but one fund in the green doesn’t change a market board full of red. BTC itself is still around $75,990 this afternoon. What I’m watching next: Monday, Nov. 9 flows — whether this streak continues — and U.S. CPI on Nov. 10. With IBIT seeing outflows for 6 consecutive sessions, do you think this is ongoing distribution, or the last big seller before things stabilize? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #ArusInstitusional $BTC $ETH
Friday’s final ETF figures turned out to be far from this morning’s partial data — and the correction matters.

Key figures:
• Friday, Nov. 6 (final, Farside/SoSoValue, Nov. 7): U.S. spot BTC ETFs: -$411.9 million. IBIT -$403 million, FBTC +$42.8 million as the only inflow; BITB -$20.5 million, ARKB -$20.1 million, GBTC -$11.1 million.
• Thursday, Nov. 5: -$430.2 million — so Friday was down only about 4% from Thursday, not nearly flat.
• Friday ETH: -$93.19 million, its second consecutive day of outflows (Thursday was around -$100 million).
• The last 7 finalized sessions: $1.91 billion in outflows; IBIT has now seen outflows for 6 consecutive sessions.

What that means to me: this morning I wrote that outflows were -$8.9 million based on partial data from 11 of 12 funds, with IBIT still pending — and I noted the figure could still shift. The final numbers reverse that reading: big sellers aren’t slowing down, and BlackRock recorded its largest daily outflow in this streak. Fidelity remains the only buyer, but one fund in the green doesn’t change a market board full of red. BTC itself is still around $75,990 this afternoon.

What I’m watching next: Monday, Nov. 9 flows — whether this streak continues — and U.S. CPI on Nov. 10.

With IBIT seeing outflows for 6 consecutive sessions, do you think this is ongoing distribution, or the last big seller before things stabilize?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #ArusInstitusional $BTC $ETH
From -$430 million to -$8.9 million in one day — Bitcoin ETF outflows have nearly stopped. Key figures: • Friday, Nov 6: U.S. spot BTC ETFs -$8.9 million (AlphaFinance, Nov 7; 11 of 12 funds, IBIT still pending). Fidelity (FBTC) actually saw inflows of +$42.8 million; ARKB -$20.1 million, BITB -$20.5 million (Farside). • Thursday, Nov 5: -$430.2 million — FBTC -$199.9 million, IBIT -$105 million (CoinDesk/SoSoValue, Nov 6). • Over the last 7 sessions: $1.50 billion in outflows. My take: this isn't buyers rushing back in — it's big sellers slowing down. Fidelity went from being the biggest seller on Thursday to the biggest buyer on Friday. But one day isn't enough to say flows have reversed, especially since IBIT hasn't reported yet — the numbers could still shift. What's changed is the pressure, not the direction. BTC itself is still around $76,000 this morning. What I'm watching next: flows on Monday, Nov 9 — whether this is the start of stabilization or just a pause before more outflows — and U.S. CPI on Nov 10. What do you think: a pause in selling, or the start of buyers coming back in? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #ArusInstitusional $BTC
From -$430 million to -$8.9 million in one day — Bitcoin ETF outflows have nearly stopped.

Key figures:
• Friday, Nov 6: U.S. spot BTC ETFs -$8.9 million (AlphaFinance, Nov 7; 11 of 12 funds, IBIT still pending). Fidelity (FBTC) actually saw inflows of +$42.8 million; ARKB -$20.1 million, BITB -$20.5 million (Farside).
• Thursday, Nov 5: -$430.2 million — FBTC -$199.9 million, IBIT -$105 million (CoinDesk/SoSoValue, Nov 6).
• Over the last 7 sessions: $1.50 billion in outflows.

My take: this isn't buyers rushing back in — it's big sellers slowing down. Fidelity went from being the biggest seller on Thursday to the biggest buyer on Friday. But one day isn't enough to say flows have reversed, especially since IBIT hasn't reported yet — the numbers could still shift. What's changed is the pressure, not the direction. BTC itself is still around $76,000 this morning.

What I'm watching next: flows on Monday, Nov 9 — whether this is the start of stabilization or just a pause before more outflows — and U.S. CPI on Nov 10.

What do you think: a pause in selling, or the start of buyers coming back in?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #ArusInstitusional $BTC
Bitcoin ETF flows reversed in a day: from $74.6 million in inflows to $430.2 million in outflows. Key figures: • Thursday, Nov. 5: U.S. spot BTC ETFs −$430.2 million (Farside, final — all 12 funds reconciled) • Wednesday, Nov. 4: +$74.6 million — that green streak lasted just one session • FBTC: from +$236.7 million (Wednesday) to −$199.9 million (Thursday), the largest outflow of the day • IBIT: −$105 million, its fifth consecutive session of outflows • Last 7 sessions: −$1.36 billion What this means to me: this is no longer about just one fund seeing outflows — nearly all the major funds saw outflows last Thursday (FBTC, IBIT, GBTC −$49.9 million), right as BTC fell to around $75,500. Institutions came back on Wednesday, then pulled out again on Thursday. But one day doesn't make a trend: what matters is whether flows stop or continue this Friday. What I'm watching next: Friday's ETF flows and NFP at 8:30 PM WIB tonight — two things that could determine whether institutions return or pull away further. What do you think: are outflows this large a sign that institutions have given up, or are they just waiting for lower prices? This is my analysis, not financial advice — always DYOR. #AngkaHariIni #ETFBitcoin $BTC
Bitcoin ETF flows reversed in a day: from $74.6 million in inflows to $430.2 million in outflows.

Key figures:
• Thursday, Nov. 5: U.S. spot BTC ETFs −$430.2 million (Farside, final — all 12 funds reconciled)
• Wednesday, Nov. 4: +$74.6 million — that green streak lasted just one session
• FBTC: from +$236.7 million (Wednesday) to −$199.9 million (Thursday), the largest outflow of the day
• IBIT: −$105 million, its fifth consecutive session of outflows
• Last 7 sessions: −$1.36 billion

What this means to me: this is no longer about just one fund seeing outflows — nearly all the major funds saw outflows last Thursday (FBTC, IBIT, GBTC −$49.9 million), right as BTC fell to around $75,500. Institutions came back on Wednesday, then pulled out again on Thursday. But one day doesn't make a trend: what matters is whether flows stop or continue this Friday.

What I'm watching next: Friday's ETF flows and NFP at 8:30 PM WIB tonight — two things that could determine whether institutions return or pull away further.

What do you think: are outflows this large a sign that institutions have given up, or are they just waiting for lower prices?

This is my analysis, not financial advice — always DYOR.

#AngkaHariIni #ETFBitcoin $BTC
ETF flows reversed—but the money flowing out and the money flowing in didn’t come from the same funds. Facts: U.S. spot Bitcoin ETFs closed the Nov. 4 session with net inflows of $74.57 million (Farside data, reported by Pluang, KuCoin, and TokenPost on Nov. 5), ending three consecutive sessions of outflows totaling $1.16 billion. The flows were split: Fidelity FBTC saw inflows of $236.72 million, ARKB $19.9 million, and BITB $15.21 million—while BlackRock IBIT saw outflows of $201.24 million, the only fund in the red that day. Total net assets in BTC ETFs now stand at $102.26 billion. Ether ETFs also reversed course: +$53.02 million, ending seven straight days of outflows (the previous day was still -$85.35 million), led by ETHA at +$32.8 million and FETH at +$19.2 million. My take: This reversal isn’t enough to read as a full return of confidence. The money didn’t flow in across the board—it shifted: IBIT holders exited while buyers entered through FBTC and other funds. One day of inflows after three days of $1.16 billion in outflows looks more like a pause than a new trend, just as one green day for ETH after seven red days does. I read BTC at around $80,400 today as still consolidating after its rebound, not as confirmation of a trend. What I’m watching: flows in the Nov. 5 session—whether inflows continue for a second consecutive day, and whether IBIT outflows stop or continue as part of a rotation. What do you think—is this the beginning of institutional money returning, or just a rotation between funds that happened to end the day net positive? This is my analysis, not financial advice—always DYOR. #ETFBitcoin #ArusInstitusional $BTC $ETH
ETF flows reversed—but the money flowing out and the money flowing in didn’t come from the same funds.

Facts: U.S. spot Bitcoin ETFs closed the Nov. 4 session with net inflows of $74.57 million (Farside data, reported by Pluang, KuCoin, and TokenPost on Nov. 5), ending three consecutive sessions of outflows totaling $1.16 billion. The flows were split: Fidelity FBTC saw inflows of $236.72 million, ARKB $19.9 million, and BITB $15.21 million—while BlackRock IBIT saw outflows of $201.24 million, the only fund in the red that day. Total net assets in BTC ETFs now stand at $102.26 billion. Ether ETFs also reversed course: +$53.02 million, ending seven straight days of outflows (the previous day was still -$85.35 million), led by ETHA at +$32.8 million and FETH at +$19.2 million.

My take: This reversal isn’t enough to read as a full return of confidence. The money didn’t flow in across the board—it shifted: IBIT holders exited while buyers entered through FBTC and other funds. One day of inflows after three days of $1.16 billion in outflows looks more like a pause than a new trend, just as one green day for ETH after seven red days does. I read BTC at around $80,400 today as still consolidating after its rebound, not as confirmation of a trend.

What I’m watching: flows in the Nov. 5 session—whether inflows continue for a second consecutive day, and whether IBIT outflows stop or continue as part of a rotation.

What do you think—is this the beginning of institutional money returning, or just a rotation between funds that happened to end the day net positive?

This is my analysis, not financial advice—always DYOR.

#ETFBitcoin #ArusInstitusional $BTC $ETH
BTC-4.09%
ETH-3.73%
IBITETF-3.89%
BlackRock moved $702 million in BTC and ETH to Coinbase Prime — but that doesn’t necessarily mean it’s selling. The facts: On Nov. 3, a wallet linked to a BlackRock ETF moved 7,244 BTC (about $558.6 million) and 63,600 ETH (about $143.6 million) to Coinbase Prime, totaling about $702.3 million (TokenPost, BSC News, and KuCoin, Nov. 3, based on Onchain Lens data). This wasn’t the first time: on Oct. 23, the same wallet moved about $355.6 million to the same platform. The official reason for these transfers hasn’t been disclosed. My take: Transfers to a prime broker like this are most often related to ETF operations — creations, redemptions, or custody — not proof of a sale. Reading it automatically as “BlackRock is selling” is a leap: a transfer alone doesn’t confirm a sale. The context is indeed redemptions — U.S. spot ETFs recorded outflows of −$115.6 million in BTC and −$85.3 million in ETH during the Nov. 3 session (Farside Investors) — but those are fund-flow figures, not proof tied to this particular transfer. What I’m watching: subsequent ETF flows and whether similar transfers recur as redemptions continue. What do you think — is a transfer this large better read as a signal, or as routine operations being blown out of proportion? This is my analysis, not financial advice — always DYOR. #BlackRock #ETFBitcoin $BTC $ETH
BlackRock moved $702 million in BTC and ETH to Coinbase Prime — but that doesn’t necessarily mean it’s selling.

The facts: On Nov. 3, a wallet linked to a BlackRock ETF moved 7,244 BTC (about $558.6 million) and 63,600 ETH (about $143.6 million) to Coinbase Prime, totaling about $702.3 million (TokenPost, BSC News, and KuCoin, Nov. 3, based on Onchain Lens data). This wasn’t the first time: on Oct. 23, the same wallet moved about $355.6 million to the same platform. The official reason for these transfers hasn’t been disclosed.

My take: Transfers to a prime broker like this are most often related to ETF operations — creations, redemptions, or custody — not proof of a sale. Reading it automatically as “BlackRock is selling” is a leap: a transfer alone doesn’t confirm a sale. The context is indeed redemptions — U.S. spot ETFs recorded outflows of −$115.6 million in BTC and −$85.3 million in ETH during the Nov. 3 session (Farside Investors) — but those are fund-flow figures, not proof tied to this particular transfer.

What I’m watching: subsequent ETF flows and whether similar transfers recur as redemptions continue.

What do you think — is a transfer this large better read as a signal, or as routine operations being blown out of proportion?

This is my analysis, not financial advice — always DYOR.

#BlackRock #ETFBitcoin $BTC $ETH
Bitcoin ETF outflows have slowed sharply — but they haven’t stopped. And ETH’s streak is getting longer. The key numbers: • U.S. spot BTC ETFs: −$115.6 million in the Nov. 3 session, the third consecutive day (Farside Investors data, released Nov. 4; SoSoValue puts it at around $116 million). IBIT −$95 million, Grayscale BTC −$52.6 million; BITB inflows +$21.9 million, FBTC +$6.8 million, MSBT +$3.3 million. • U.S. spot ETH ETFs: −$85.3 million in the same session, the seventh consecutive day. ETHA −$74.4 million, Grayscale ETH −$10.9 million; no flows for other products. My take: Bitcoin ETF selling slowed by around 71% from −$398.6 million in the Nov. 2 session (and −$643.2 million on Oct. 30), as BTC bounced back to around $78,000. That’s a reprieve, not a reversal — flows are still negative, and ETH just logged its seventh consecutive day of outflows. One flow dataset is never enough to conclude there’s a trend: ETF flows don’t prove who’s selling on the spot market. What I’m watching next: flows in the next session, whether BTC holds above $78,000, and the U.S. jobs report on Nov. 6. What do you think—are slowing BTC outflows the start of stabilization, or just a pause before more outflows? This is my analysis, not financial advice — always DYOR. #ETFBitcoin #ArusInstitusional $BTC $ETH
Bitcoin ETF outflows have slowed sharply — but they haven’t stopped. And ETH’s streak is getting longer.

The key numbers:
• U.S. spot BTC ETFs: −$115.6 million in the Nov. 3 session, the third consecutive day (Farside Investors data, released Nov. 4; SoSoValue puts it at around $116 million). IBIT −$95 million, Grayscale BTC −$52.6 million; BITB inflows +$21.9 million, FBTC +$6.8 million, MSBT +$3.3 million.
• U.S. spot ETH ETFs: −$85.3 million in the same session, the seventh consecutive day. ETHA −$74.4 million, Grayscale ETH −$10.9 million; no flows for other products.

My take: Bitcoin ETF selling slowed by around 71% from −$398.6 million in the Nov. 2 session (and −$643.2 million on Oct. 30), as BTC bounced back to around $78,000. That’s a reprieve, not a reversal — flows are still negative, and ETH just logged its seventh consecutive day of outflows. One flow dataset is never enough to conclude there’s a trend: ETF flows don’t prove who’s selling on the spot market.

What I’m watching next: flows in the next session, whether BTC holds above $78,000, and the U.S. jobs report on Nov. 6.

What do you think—are slowing BTC outflows the start of stabilization, or just a pause before more outflows?

This is my analysis, not financial advice — always DYOR.

#ETFBitcoin #ArusInstitusional $BTC $ETH
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