After the series break (−148.7M$ on 09/30), spot BTC ETFs $BTC US turn green again: +102.7M$ on October 1.
According to SoSoValue (reprinted by Cointelegraph / KuCoin flash), BlackRock IBIT leads with ~+196M$, partially offset by Fidelity FBTC (~−61M$). Aggregated BTC ETF AUM ~109.3B$, cumulative net flows ~57.6B$. Same session: spot ETF $ETH ~−55.4M$ (3rd consecutive red day, ~−118M$ over three sessions), $SOL ~−5.9M$, while XRP returns slightly green (~+4.1M$).
On the spot, $BTC holds around ~86.4k (Kraken ~86.36k around 09:59 UTC), well above the 82k–85k box from before the breakout. Institutional flow, meanwhile, remains selective: the bid returns to Bitcoin, not yet to Ether/Solana ETFs.
Interpretation: one green day doesn’t undo the −148.7M$ from the previous day, but the category swing (~+251M$ vs the red session) shows that the IBIT bid hasn’t disappeared. As long as ETH remains in a red series, the message is “rotation into BTC,” not an “alt season ETF.”
Scenarios:
• Digestion: next BTC sessions ≥ 0 and spot holds above ~85k
• Soft invalidation: a new BTC outflow > 100M$ while spot loses 85k
Are you seeing a real ETF bid return for $BTC , or just a technical bounce after the 09/30 flush?
#Bitcoin #ETF #Crypto
According to SoSoValue (reprinted by Cointelegraph / KuCoin flash), BlackRock IBIT leads with ~+196M$, partially offset by Fidelity FBTC (~−61M$). Aggregated BTC ETF AUM ~109.3B$, cumulative net flows ~57.6B$. Same session: spot ETF $ETH ~−55.4M$ (3rd consecutive red day, ~−118M$ over three sessions), $SOL ~−5.9M$, while XRP returns slightly green (~+4.1M$).
On the spot, $BTC holds around ~86.4k (Kraken ~86.36k around 09:59 UTC), well above the 82k–85k box from before the breakout. Institutional flow, meanwhile, remains selective: the bid returns to Bitcoin, not yet to Ether/Solana ETFs.
Interpretation: one green day doesn’t undo the −148.7M$ from the previous day, but the category swing (~+251M$ vs the red session) shows that the IBIT bid hasn’t disappeared. As long as ETH remains in a red series, the message is “rotation into BTC,” not an “alt season ETF.”
Scenarios:
• Digestion: next BTC sessions ≥ 0 and spot holds above ~85k
• Soft invalidation: a new BTC outflow > 100M$ while spot loses 85k
Are you seeing a real ETF bid return for $BTC , or just a technical bounce after the 09/30 flush?
#Bitcoin #ETF #Crypto
