【$680M fled in a week, but the money coming back only picked three 🐋🔍】

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U.S. crypto ETF flows suddenly turned around overnight.
$BTC spot ETFs saw net inflows of $175.62 million in a single day.
The day before, they had seen $65.4 million in net outflows.
The direction flipped in just one day.
The biggest buyer wasn’t the largest fund by assets.
It was Fidelity, which alone put in $103 million 💰

BlackRock’s IBIT took in just $65.89 million.
Morgan Stanley made a small purchase of $6.67 million.
Trading volume was $1.65 billion, with $106.98 billion in total assets.
Over the previous five trading days, these products had seen $681 million in redemptions.
In my view, this doesn’t look like retail investors chasing the rally.
It looks more like big players steadily adding to their positions according to plan 🐳

Ethereum’s story is even more interesting.
$ETH spot ETFs ended a streak of ten consecutive days of net outflows.
They took in $24.84 million in a single day.
One of Grayscale’s mini funds brought in $16.73 million.
Fidelity’s FETH took in $8.11 million.
The numbers finally turned positive, but the total is still very small 🦉

Don’t rush to say the market has recovered.
Solana ETFs saw another $1.04 million in outflows.
That marks their seventh consecutive trading day of bleeding.
Zcash products also saw $5.19 million in redemptions.
HYPE and XRP ETFs didn’t see a cent of inflows this time around.
The money came back, but it wasn’t spread evenly 🐍

The only smaller-cap token seeing sustained inflows is NEAR.
Bitwise’s NRR took in another $3.93 million.
Its assets under management rose to $79.17 million.
Put simply, institutions are being very selective right now.
Money is flowing toward projects with clear use cases.
The rest are being left aside for now 📊

I think the significance of these figures lies in the direction.
It’s not about the amount; it’s that the line turned from negative to positive.
After ten straight days of Ethereum outflows, buyers showed up for the first time.
But $24.84 million is tiny compared with a market worth billions.
To prove this isn’t just a dead-cat bounce, we’ll need to watch the next few days.
One day of inflows isn’t enough to establish a trend 🧭

📌 $680 million went out and $170 million came back. The money returned, but only picked three.

Will you adjust your positions in response to this wave of ETF flows?
#以太坊跌破2500美元 #比特币再次跌破8.3万美元