Spot ETH ETFs $ETH have not yet seen net inflows yesterday, alongside the BTC print already discussed.
Facts (SoSoValue, US session 25/09, via ChainCatcher):
• Total net inflow: +$86.9M (6th consecutive green session)
• Leaders: ETHA (BlackRock) +$50.4M, ETHB (BlackRock Staked) +$31.9M
• Aggregated AUM ~ $17.78B, cumulative net flows ~ $13.94B (ETF/mkt ETH ratio ~5.42%)
Spot now (Kraken): $ETH ~2,685 (−0.25% vs open), $BTC ~83,907 (−0.22%), Fear & Greed 74 (Greed). OKX BTC funding ~0.002%, calm.
Interpretation: the regulated demand for $ETH holds even without a breakout above 2,700. This is not an automatic buy signal; it’s a reminder that ETF flows and spot price can diverge for a few days.
Scenarios:
• Continuation: a series of inflows + reclaim above 2,700 → institutional support confirmed
• Soft invalidation: flows turn negative for several days while spot remains under 2,650
The 26/09 session ETH prints have not come out yet. Do you mainly track ETH flows or the ETH/BTC ratio to gauge rotation?
$ETH $BTC
#Ethereum #ETF
Facts (SoSoValue, US session 25/09, via ChainCatcher):
• Total net inflow: +$86.9M (6th consecutive green session)
• Leaders: ETHA (BlackRock) +$50.4M, ETHB (BlackRock Staked) +$31.9M
• Aggregated AUM ~ $17.78B, cumulative net flows ~ $13.94B (ETF/mkt ETH ratio ~5.42%)
Spot now (Kraken): $ETH ~2,685 (−0.25% vs open), $BTC ~83,907 (−0.22%), Fear & Greed 74 (Greed). OKX BTC funding ~0.002%, calm.
Interpretation: the regulated demand for $ETH holds even without a breakout above 2,700. This is not an automatic buy signal; it’s a reminder that ETF flows and spot price can diverge for a few days.
Scenarios:
• Continuation: a series of inflows + reclaim above 2,700 → institutional support confirmed
• Soft invalidation: flows turn negative for several days while spot remains under 2,650
The 26/09 session ETH prints have not come out yet. Do you mainly track ETH flows or the ETH/BTC ratio to gauge rotation?
$ETH $BTC
#Ethereum #ETF
