Institutional funds are pulling back slightly, but it’s nowhere near panic level—retail sentiment, however, has already fallen into the fear zone. This “scissor gap” is worth paying attention to.
On August 10, net outflows from the BTC ETF totaled $145 million, while ETH ETF outflows were $14.59 million. On a single-day basis, yes, it does look like withdrawals. But when you extend the view to a 7-day window, the BTC ETF still shows a net inflow of $443 million, and ETH has net inflows of $239 million. Total AUM remains at a high level of $89.6 billion. Among the 36 ETFs, not a single one has seen an unusually large redemption.
The Fear & Greed Index is 29, and it has been in the fear range for several consecutive days. The Altcoin Season Index is 66: of the 50 leading coins, 33 are outperforming BTC, suggesting capital is rotating into altcoins.
The most counterintuitive signal: the SOL ETF saw a net inflow of $8.83 million on the day, despite the broader market falling. As the market drops, institutional interest in Solana is actually heating up. This trend has been ongoing for a while.
My take: Short-term pullbacks won’t change the medium-term institutional accumulation trend. A Fear Index of 29 historically sits in a relatively bottom-range area. But the arrival of altcoin season also implies that funds may spill over from BTC into higher-beta targets.
When you’re in the fear zone, do you generally add to your position or reduce it?
#ETF资金 #恐惧指数 #Trading Strategy
Data: https://www.coinboss.com/etf
On August 10, net outflows from the BTC ETF totaled $145 million, while ETH ETF outflows were $14.59 million. On a single-day basis, yes, it does look like withdrawals. But when you extend the view to a 7-day window, the BTC ETF still shows a net inflow of $443 million, and ETH has net inflows of $239 million. Total AUM remains at a high level of $89.6 billion. Among the 36 ETFs, not a single one has seen an unusually large redemption.
The Fear & Greed Index is 29, and it has been in the fear range for several consecutive days. The Altcoin Season Index is 66: of the 50 leading coins, 33 are outperforming BTC, suggesting capital is rotating into altcoins.
The most counterintuitive signal: the SOL ETF saw a net inflow of $8.83 million on the day, despite the broader market falling. As the market drops, institutional interest in Solana is actually heating up. This trend has been ongoing for a while.
My take: Short-term pullbacks won’t change the medium-term institutional accumulation trend. A Fear Index of 29 historically sits in a relatively bottom-range area. But the arrival of altcoin season also implies that funds may spill over from BTC into higher-beta targets.
When you’re in the fear zone, do you generally add to your position or reduce it?
#ETF资金 #恐惧指数 #Trading Strategy
Data: https://www.coinboss.com/etf