The full figures are now in for U.S. spot BTC ETFs on Monday, November 9 (verifiable against public data, but not official figures): total net outflows were about $201 million. Yesterday’s public roundup showed only about +$12.2 million because IBIT’s data wasn’t complete at the time. Once added, IBIT alone was down about $213.2 million; FBTC was flat; MSBT was up about $22.1 million and ARKB was down about $9.9 million. The total flipped straight from a small apparent gain to a large outflow.

The complete total for spot ETH ETFs on the same day was about −$184.6 million. Yesterday’s partial figures showed only about −$25.4 million. Add ETHA at about −$119.3 million, ETHB at about −$20.8 million, FETH at about −$19.1 million, and ETH Mini at about −$25 million. Monday’s outflow was larger than Friday’s full figure of −$93.3 million.

For comparison, Friday’s complete BTC figure was about −$411.9 million. That makes three consecutive trading days of net outflows (the 5th, 6th, and 9th). November’s full cumulative figures through Monday are about −$1.483 billion for BTC and −$550 million for ETH. Most of Tuesday’s (November 10) figures are still incomplete, so don’t treat the 0 or −$2 million currently shown on the page as the full figures.

For context, BTC is currently around $73,600 (down about 1.9% over 24 hours, with a high near $75,300 and a low near $72,700), while ETH is around $2,051 (down about 3.5% over 24 hours). Prices also took a hit after last night’s CPI release. Combined with Monday’s complete fund flows showing continued outflows—not a flip into inflows—both flows and prices are leaning bearish this time. But don’t directly claim that the ETF outflows caused last night’s drop, or vice versa.

The morning’s primary hexagram remains Thunder over Heaven, with the first nine changing to Thunder over Wind. “Perseverance” in plain language means “it’s still continuing.” Once the big players’ figures were filled in, Monday’s outflows hadn’t stopped. Don’t mistake yesterday’s small apparent gain for a confirmed change in direction. I’m inclined to focus first on two things: whether $72,700 and $2,006 can hold, and whether Tuesday’s complete figures (especially IBIT and ETHA) show outflows continuing to narrow or widening again. Some figures turning positive ≠ funds have already turned around. Play it cautiously this morning; don’t chase a rebound with a heavy hand.

What are you watching more closely: whether the complete figures show outflows continuing to narrow, or a return to larger net outflows? Share your thoughts in the comments.

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Personal opinion, not investment advice.