Grayscale outflows continued to decline on 1/29. And both BlackRock and Fidelity's inflows exceeded Grayscale's outflows on 1/29.
Based on the inflow/outflow of BTC spot ETF funds on 1/29, it is expected that approximately 14,800 BTC ($638.8M) will be transferred to each ETF custody address after the US stock market opens on 1/30:
Among them, the Grayscale GBTC custody address will outflow approximately 4,441 BTC (1/29 fund outflow $191.67M);
The remaining nine ETF custody addresses will see an inflow of approximately 10,359 BTC (1/29 inflow of $447M);
The overall net inflow was approximately 5,918 BTC ($255.38M). Net capital inflows occurred for 2 consecutive days.
The current ten BTC spot ETFs hold a total of approximately 642,202 BTC ($27.7B) in BTC.