Ethereum ETFs see $542M in weekly outflows—is it rebalancing or exiting?
After 9 consecutive days of outflows, Ethereum spot ETFs finally posted net outflows of $542 million last week. 📉
Some believe consecutive net outflows mean capital has completely exited and the trend has turned bearish. But I think this is just institutions rebalancing, not exiting. The long-term investment thesis remains unchanged, and weekly data fluctuations are part of normal portfolio rebalancing—there’s no need to panic and turn bearish.
Next, keep an eye on changes in BlackRock’s holdings, whether the spot premium recovers, and whether new capital comes in next week.
When the tide temporarily goes out, you’ll find the whales have simply moved to a safer anchor.
#以太坊现货ETF $ETH
After 9 consecutive days of outflows, Ethereum spot ETFs finally posted net outflows of $542 million last week. 📉
Some believe consecutive net outflows mean capital has completely exited and the trend has turned bearish. But I think this is just institutions rebalancing, not exiting. The long-term investment thesis remains unchanged, and weekly data fluctuations are part of normal portfolio rebalancing—there’s no need to panic and turn bearish.
Next, keep an eye on changes in BlackRock’s holdings, whether the spot premium recovers, and whether new capital comes in next week.
When the tide temporarily goes out, you’ll find the whales have simply moved to a safer anchor.
#以太坊现货ETF $ETH