According to @KobeissiLetter, Aerospace and Defense ETF inflows reached $8.2 billion in the first three quarters of 2025, a 573% surge versus 2024 levels (source: @KobeissiLetter on X, Oct 18, 2025). Monthly inflows peaked at $1.6 billion in June before moderating to $634 million in September, indicating a pullback from the peak pace that traders can monitor as a flow-based momentum gauge for defense equities and related suppliers (source: @KobeissiLetter on X, Oct 18, 2025). The surge in demand has coincided with 17 Aerospace and Defense ETF launches in 2025 compared with just 2 in 2024, underscoring strong investor appetite for defense exposure that could continue to influence sector pricing and liquidity in the near term (source: @KobeissiLetter on X, Oct 18, 2025). The source does not reference cryptocurrencies or cross-asset spillovers; no direct BTC or ETH impact is indicated in the data shared (source: @KobeissiLetter on X, Oct 18, 2025).