Michaël van de Poppe flags a Bitcoin breakout following the Democrats' midterm victory, projecting heavy ETF inflows and key support tests at $79,800 and $79,000.

Bitcoin ETFs flip to $101.1M inflows on Sept. 2 after $236.5M outflow, led by IBIT at $115.4M while GBTC saw outflows.

According to @FarsideUK, BlackRock’s US spot Bitcoin ETF recorded a daily net inflow of 372.5 million US dollars on Jan 6, 2026, as shown on the Farside Bitcoin ETF flow tracker; source: @FarsideUK on X Jan 6, 2026 and farside.co.uk/btc. This figure reflects the issuer’s single-day net flow in USD as reported by Farside’s US Bitcoin spot ETF dataset, allowing traders to benchmark issuer-level demand using the live table; source: farside.co.uk/btc.

According to @CoinMarketCap, crypto ETFs posted a $645.8 million net inflow on Jan 2, 2026, the largest since Oct 8, 2025 (source: @CoinMarketCap on X, Jan 5, 2026). According to @CoinMarketCap, BTC-focused ETFs took in $471.3 million and ETH-focused ETFs added $174.5 million on that day, implying roughly 73 percent of flows to BTC and 27 percent to ETH (source: @CoinMarketCap on X, Jan 5, 2026).

According to @FarsideUK, Franklin’s US spot Bitcoin ETF recorded 0 million in daily net flow in USD on Dec 31, 2025, as shown on Farside Investors’ Bitcoin ETF Daily Flow tracker; source: https://twitter.com/FarsideUK/status/2006160795944497371 and https://farside.co.uk/btc/. This 0 daily flow indicates no net primary market creations or redemptions for that ETF on the day under standard ETF flow definitions; source: https://www.investor.gov/introduction-investing/investing-basics/investment-products/exchange-traded-funds-etfs. In ETF structures, net flow reflects primary market activity rather than secondary market trading, so a 0 reading signals neutral primary supply demand for that session; source: https://www.investor.gov/introduction-investing/investing-basics/investment-products/exchange-traded-funds-etfs.

According to @CryptoMichNL, the current roughly 35% BTC drawdown fits a still-intact Bitcoin cycle that no longer aligns neatly with the 4-year halving timeline and should be evaluated through macro and flow indicators, source: @CryptoMichNL. The author argues that spot ETF demand has added nearly 60,000 BTC of buy pressure and lifted BTC’s effective floor from the $30k–$40k range toward $80k–$120k, shifting price action toward institutional flows rather than a pure halving-driven supply model, source: @CryptoMichNL. He highlights that risk assets tend to struggle when Gold accelerates, so traders should track Gold strength, PMI trends, QT and high rates, and USD dynamics to gauge risk-on conditions for BTC, source: @CryptoMichNL. He notes a recurring relationship where CNY/USD bottoms aligned with ETH/BTC bottoms in 2016, 2019, and April 2025, implying today’s placement resembles mid-2016 or late-2019 rather than a late-cycle top, source: @CryptoMichNL. From the business-cycle lens, PMI is starting to improve while the Federal Reserve has begun overnight repos, placing markets near a cycle trough consistent with prior early-bull phases, source: @CryptoMichNL. Forward-looking drivers cited include major bank allocation channels to spot BTC ETFs, pro-clarity policy steps for DeFi, and potential monetary easing, while cautioning against rigidly anchoring to the 4-year template, source: @CryptoMichNL. Trading takeaway: favor buy-the-dip accumulation with strict risk controls while monitoring Gold strength, CNY/USD, ETH/BTC, PMI, and ETF flow trends, with the expectation of moderating volatility and yearly returns as BTC matures, source: @CryptoMichNL.

According to CoinMarketCap, BTC and ETH ETFs posted consecutive net inflows on Nov 25 and Nov 26, with BTC at +$128.7M and +$21.1M and ETH at +$78.6M and +$60.8M, source: CoinMarketCap, Nov 27, 2025 tweet. Two-day totals reached $149.8M for BTC ETFs and $139.4M for ETH ETFs, source: CoinMarketCap, Nov 27, 2025 tweet. ETH ETFs led inflows over BTC on Nov 26 ($60.8M vs $21.1M), while BTC led on Nov 25 ($128.7M vs $78.6M), source: CoinMarketCap, Nov 27, 2025 tweet.