Farside pushed Oct 1’s $BTC spot ETF daily net inflow to **+$102.7 million**—not price hype, it’s the product flow numbers flipping pages by themselves.
In the previous post, I was talking about that cut on Sep 30 (back then the visible total was about -$125.6 million, later revised in the table to about -$148.7 million). Before the Oct 1 page, IBIT had been blank; today on the LIVE table IBIT was filled in with **+$195.6 million**, and the full-day Total became **+$102.7M**, crossing my own ~$100 million threshold.
1️⃣ $BTC side（Farside, US$m）：IBIT +195.6 / FBTC -60.7 / GBTC -31.4 / ARKB -7.7 / BITB -6.9 / BTCO -4.2 / HODL -3.6 / MSBT +7.0 / BTC +14.6；EZBC, BRRR, BTCW are 0; daily total **+102.7**。
2️⃣ $ETH side remained red on the same day: Total **-$55.4M** (FETH -23.5 / ETHE -20.4 / ETHV -6.9 / EZET -6.1 / ETH +1.5; ETHA and ETHB are 0). ETH didn’t cross the threshold, but BTC alone is already enough to justify a product-flow headline.
Filter only, not education: this is a **single-day product flow flipping back to red**, not a trend reversal narrative, and not a story told by using spot prices. Back in Sep29, BTC was still +66.2, and on Sep30 there were large net outflows—flows will fluctuate; don’t treat one day as a season.
Data source: Farside Investors https://farside.co.uk/btc/ + https://farside.co.uk/eth/ (page header: Today’s date is 02 October 2026). The table will continue to be filled in/updated; if the daily total changes again by ≥ about $100M, or if a new complete Oct2 day appears, we’ll address it then.