ETH’s 12-day consecutive ETF inflow record was broken, and XRP’s 11-day consecutive inflow also ended on the same day. More unusually, the BTC ETF turned to net inflow on that day.
On September 2, the U.S. spot ETH ETF saw net outflows of about $48.08 million, ending a 12-day streak that had accumulated inflows of roughly $1.62 billion. On the same day, the XRP ETF had net outflows of about $7.2 million, ending an 11-session streak of consecutive inflows.
Meanwhile, the BTC ETF posted net inflows of about $101.2 million—exactly reversing the prior day’s net outflow of $236.5 million. This looks like money rotating from altcoin ETFs back to BTC, but one day of data is not enough to confirm that rotation.
Even within the same asset class, not all funds are pulling back. BlackRock’s ETHA had net outflows of about $53.4 million, while its staked ETH ETF, ETHB, recorded net inflows of about $53 million. Behind the headline “ETH fund outflows,” there may be shifting positions among different products.
Next, it’s not about whether one day is red or green, but whether the same BTC-inflow and ETH-and-XRP-outflow combination continues into the second and third trading days. If it reverses quickly, it’s likely just rebalancing; if it persists, it’s more likely to reflect institutional preference narrowing.
Open $BTC and $ETH to check the real-time trading volume. Do you think this is only a one-day rebalancing, or has institutional capital started to shift back toward BTC?
$BTC $ETH #以太坊XRPETF连涨终结 #ETF capital rotation
On September 2, the U.S. spot ETH ETF saw net outflows of about $48.08 million, ending a 12-day streak that had accumulated inflows of roughly $1.62 billion. On the same day, the XRP ETF had net outflows of about $7.2 million, ending an 11-session streak of consecutive inflows.
Meanwhile, the BTC ETF posted net inflows of about $101.2 million—exactly reversing the prior day’s net outflow of $236.5 million. This looks like money rotating from altcoin ETFs back to BTC, but one day of data is not enough to confirm that rotation.
Even within the same asset class, not all funds are pulling back. BlackRock’s ETHA had net outflows of about $53.4 million, while its staked ETH ETF, ETHB, recorded net inflows of about $53 million. Behind the headline “ETH fund outflows,” there may be shifting positions among different products.
Next, it’s not about whether one day is red or green, but whether the same BTC-inflow and ETH-and-XRP-outflow combination continues into the second and third trading days. If it reverses quickly, it’s likely just rebalancing; if it persists, it’s more likely to reflect institutional preference narrowing.
Open $BTC and $ETH to check the real-time trading volume. Do you think this is only a one-day rebalancing, or has institutional capital started to shift back toward BTC?
$BTC $ETH #以太坊XRPETF连涨终结 #ETF capital rotation
