#美国比特币etf净流入5.27亿美元
A $665 million fund inflow in a single day—more than the net inflows across the entire sector 🦖
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On October 19, U.S. spot Bitcoin ETFs saw net inflows of $526.7 million, their biggest single-day inflow since September 22. But BlackRock’s IBIT alone brought in $665.2 million—more than the net inflows for all products combined.
That means money was actually flowing out of the other funds: Fidelity’s FBTC saw $83.6 million in outflows, Grayscale’s GBTC lost $54.9 million, and all the other products recorded zero flows 📉
Looking at the past two weeks together, Bitcoin ETFs saw net outflows of about $229 million last week, after outflows of $681 million the week before. On October 7, they saw $483.9 million in outflows in a single day—the steepest drop since June.
So Monday’s inflow looks more like a partial recovery of the money pulled out earlier. So far this October, Bitcoin ETFs are still about $88 million short of turning positive overall.
Prices aren’t responding either. Bitcoin is currently at $81,500, down 1.46% over 24 hours. Ethereum is at $2,388, down 1.67%. Money is flowing back in, but prices aren’t rising.
Ethereum ETFs also saw outflows of $103.3 million that same day. BlackRock’s ETHA alone lost $95.4 million. Ethereum funds have now seen net outflows for a third consecutive week, with about $320 million in outflows last week.
My take: this isn’t a broad shift into risk assets. It’s one product catching up as major institutions rebuild their positions in IBIT, which has the best liquidity, the largest scale, and is the easiest to trade in and out of. The other products haven’t followed, suggesting buying is concentrated rather than widespread.
Concentration has its advantages and disadvantages. The upside is that as long as IBIT keeps attracting money, spot Bitcoin has a steady source of demand. The downside is that if this fund starts seeing outflows, the figures for the entire category could change overnight, because there’s no second pillar to support it ⚠️
Next, watch two things: whether IBIT can maintain net inflows for several consecutive days and erase October’s $88 million deficit, and whether institutions reduce their positions to avoid volatility around the October 28 rate decision.
I don’t think a single day of $526.7 million in inflows is enough to define a reversal. It only shows that some investors are starting to rebuild their positions. To see the real trend, we’ll need to watch whether the remaining trading days this week keep the momentum going.
Do you think institutions are buying the dip, or just adjusting their positions ahead of month-end? Let’s talk in the comments 👇
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A $665 million fund inflow in a single day—more than the net inflows across the entire sector 🦖
📊 进群看每日策略
On October 19, U.S. spot Bitcoin ETFs saw net inflows of $526.7 million, their biggest single-day inflow since September 22. But BlackRock’s IBIT alone brought in $665.2 million—more than the net inflows for all products combined.
That means money was actually flowing out of the other funds: Fidelity’s FBTC saw $83.6 million in outflows, Grayscale’s GBTC lost $54.9 million, and all the other products recorded zero flows 📉
Looking at the past two weeks together, Bitcoin ETFs saw net outflows of about $229 million last week, after outflows of $681 million the week before. On October 7, they saw $483.9 million in outflows in a single day—the steepest drop since June.
So Monday’s inflow looks more like a partial recovery of the money pulled out earlier. So far this October, Bitcoin ETFs are still about $88 million short of turning positive overall.
Prices aren’t responding either. Bitcoin is currently at $81,500, down 1.46% over 24 hours. Ethereum is at $2,388, down 1.67%. Money is flowing back in, but prices aren’t rising.
Ethereum ETFs also saw outflows of $103.3 million that same day. BlackRock’s ETHA alone lost $95.4 million. Ethereum funds have now seen net outflows for a third consecutive week, with about $320 million in outflows last week.
My take: this isn’t a broad shift into risk assets. It’s one product catching up as major institutions rebuild their positions in IBIT, which has the best liquidity, the largest scale, and is the easiest to trade in and out of. The other products haven’t followed, suggesting buying is concentrated rather than widespread.
Concentration has its advantages and disadvantages. The upside is that as long as IBIT keeps attracting money, spot Bitcoin has a steady source of demand. The downside is that if this fund starts seeing outflows, the figures for the entire category could change overnight, because there’s no second pillar to support it ⚠️
Next, watch two things: whether IBIT can maintain net inflows for several consecutive days and erase October’s $88 million deficit, and whether institutions reduce their positions to avoid volatility around the October 28 rate decision.
I don’t think a single day of $526.7 million in inflows is enough to define a reversal. It only shows that some investors are starting to rebuild their positions. To see the real trend, we’ll need to watch whether the remaining trading days this week keep the momentum going.
Do you think institutions are buying the dip, or just adjusting their positions ahead of month-end? Let’s talk in the comments 👇
I bring you the latest crypto trends every day—not just what’s happening, but also the logic and opportunities behind the headlines 👀🚀
Tap my profile picture to watch the livestream