Why $1B+ $BTC ETF inflows didn't pump the market
Historical context: Previous rallies ran on ~$235M daily ETF inflows with sustained buying pressure.
Current situation: Despite massive inflows, we're missing the pattern that drove those moves.
The flow is there. The conviction isn't.
Either:
• Inflows getting absorbed by sell pressure
• Smart money rotating out while retail flows in
• Market structure changed post-ETF approval
Watch for sustained multi-day buying patterns before calling bottom. One-off billion dollar days mean nothing if they don't stack.
Historical context: Previous rallies ran on ~$235M daily ETF inflows with sustained buying pressure.
Current situation: Despite massive inflows, we're missing the pattern that drove those moves.
The flow is there. The conviction isn't.
Either:
• Inflows getting absorbed by sell pressure
• Smart money rotating out while retail flows in
• Market structure changed post-ETF approval
Watch for sustained multi-day buying patterns before calling bottom. One-off billion dollar days mean nothing if they don't stack.