🏦 An interesting contrast: ETF flows are in the red, but banks are quietly accumulating.
Cointelegraph (Nov 11): Barclays increased its stake in BlackRock Bitcoin ETF (IBIT) by 48% — and the report's trend is "banks expand holdings."
1️⃣ Daily flows = short-term positioning
2️⃣ Stake disclosures = slow-moving conviction
3️⃣ Both can exist at the same time: daily outflows + quarterly accumulation
During a month of fear (F&G 29), this divergence is useful — don't just read the price, read the positioning too. 📐
$BTC
#BitcoinETF #Institutional #CryptoMarkets
Cointelegraph (Nov 11): Barclays increased its stake in BlackRock Bitcoin ETF (IBIT) by 48% — and the report's trend is "banks expand holdings."
1️⃣ Daily flows = short-term positioning
2️⃣ Stake disclosures = slow-moving conviction
3️⃣ Both can exist at the same time: daily outflows + quarterly accumulation
During a month of fear (F&G 29), this divergence is useful — don't just read the price, read the positioning too. 📐
$BTC
#BitcoinETF #Institutional #CryptoMarkets