The flood of 28 new $ETH ETFs is just noise; the real story is that institutional capital is hunting for liquidity, not yield.
When volatility spikes, managers dump assets to cover positions elsewhere, making flow data a lagging indicator of actual sentiment. Watch the net flow divergence between $BTC and $ETH to see what’s being sold for cash versus held as a hedge. This is the only way to tell if they view your bags as speculative beta or a structural store of value.
#MacroStrategy #CryptoResearch #DYOR
When volatility spikes, managers dump assets to cover positions elsewhere, making flow data a lagging indicator of actual sentiment. Watch the net flow divergence between $BTC and $ETH to see what’s being sold for cash versus held as a hedge. This is the only way to tell if they view your bags as speculative beta or a structural store of value.
#MacroStrategy #CryptoResearch #DYOR
