📊 BITWU Midday Research Brief | 11/06 (Friday)
Today's moves (public data)
• Spot prices pulled back sharply: BTC $75,678 (24h −6.04%), ETH $2,229 (−8.20%) (CoinGecko, 11/06 12:36 Beijing time)
• ETFs: After the main fund data for 11/04 was completed, BTC Total was revised from the observed +$275.8M to +$74.6M (IBIT −$201.2M); on 11/05, BTC Total was −$325.2M, but IBIT still shows “-”; ETH Total was −$2.7M, but ETHA/ETHB still show “-”
• Combined totals for the most recent 5 trading days with reported totals: BTC −$1,408.0M, ETH −$330.4M (Farside)
Macro calendar (Beijing time, BLS)
• Q3 preliminary productivity +3.6%, unit labor costs −0.7% (released)
• Today 21:30: October nonfarm payrolls | 11/10 21:30: October CPI
Public assessment (research brief, not investment advice)
Maintaining a cautious stance, with less favorable evidence than on 11/05: the spot rebound has failed to hold; incomplete daily totals should not be read as confirmation that demand has returned.
Fund flow snapshot
• BTC ETFs, most recent 30 days with reported totals: 17 inflow days / 13 outflow days; November-to-date total approx. −$764.8M (Farside)
• ETH ETFs, most recent 30 days: 6 inflow days / 24 outflow days; November-to-date total approx. −$174.7M
• USDT+USDC $248.4B (30 days −$10.1B; DefiLlama)
• AHR999 0.431 / MVRV 1.404 (11/05)
Sources: CoinGecko / Farside / DefiLlama / CoinMetrics / bitcoin-data / BLS / Fed, as of 2026-11-06 12:45 Beijing time. This is an information summary and does not constitute investment advice.
#BTC #ETH #ETF #非农 #Bitwu
Today's moves (public data)
• Spot prices pulled back sharply: BTC $75,678 (24h −6.04%), ETH $2,229 (−8.20%) (CoinGecko, 11/06 12:36 Beijing time)
• ETFs: After the main fund data for 11/04 was completed, BTC Total was revised from the observed +$275.8M to +$74.6M (IBIT −$201.2M); on 11/05, BTC Total was −$325.2M, but IBIT still shows “-”; ETH Total was −$2.7M, but ETHA/ETHB still show “-”
• Combined totals for the most recent 5 trading days with reported totals: BTC −$1,408.0M, ETH −$330.4M (Farside)
Macro calendar (Beijing time, BLS)
• Q3 preliminary productivity +3.6%, unit labor costs −0.7% (released)
• Today 21:30: October nonfarm payrolls | 11/10 21:30: October CPI
Public assessment (research brief, not investment advice)
Maintaining a cautious stance, with less favorable evidence than on 11/05: the spot rebound has failed to hold; incomplete daily totals should not be read as confirmation that demand has returned.
Fund flow snapshot
• BTC ETFs, most recent 30 days with reported totals: 17 inflow days / 13 outflow days; November-to-date total approx. −$764.8M (Farside)
• ETH ETFs, most recent 30 days: 6 inflow days / 24 outflow days; November-to-date total approx. −$174.7M
• USDT+USDC $248.4B (30 days −$10.1B; DefiLlama)
• AHR999 0.431 / MVRV 1.404 (11/05)
Sources: CoinGecko / Farside / DefiLlama / CoinMetrics / bitcoin-data / BLS / Fed, as of 2026-11-06 12:45 Beijing time. This is an information summary and does not constitute investment advice.
#BTC #ETH #ETF #非农 #Bitwu
