According to Eric Balchunas, Bitcoin (BTC) is up nearly 400% since Bitcoin ETFs were filed, reinforcing that underestimating ETF impact on price has been a persistent mistake. Source: https://twitter.com/EricBalchunas/status/1974840400532672819 For traders, Balchunas’s update signals that ETF-related developments remain a primary driver of BTC momentum and should be closely monitored in trading strategies. Source: https://twitter.com/EricBalchunas/status/1974840400532672819

According to @AltcoinDaily, a 2020 anecdote from a Wall Street wealth advisor dismissed BTC, ETH, and SOL on power-outage risk, highlighting how early skepticism contrasted with subsequent market performance (source: @AltcoinDaily post on X dated Oct 3, 2025). From October 2020 to October 2024, BTC rose from roughly $10k–14k to above $60k, reflecting multi-year outperformance for long-term holders (source: CoinMarketCap BTC historical data; Yahoo Finance BTC historical data). Over the same window, ETH advanced from about $350–400 to around $3.2k–3.6k, materially outperforming major equities on a total return basis (source: CoinMarketCap ETH historical data; Yahoo Finance ETH historical data). SOL climbed from roughly $1–3 in 2020 to about $140–160 by October 2024, delivering outsized gains relative to most risk assets (source: CoinMarketCap SOL historical data; Yahoo Finance SOL historical data). Institutional validation increased with U.S. SEC approvals for spot Bitcoin ETFs in January 2024 and subsequent approvals enabling spot Ethereum ETFs to begin trading in 2024, supporting broader capital access and liquidity for BTC and ETH (source: U.S. Securities and Exchange Commission orders and filings in 2024). Traders should note the path involved severe drawdowns in 2022, including peak-to-trough declines of roughly 77 percent for BTC, about 82 percent for ETH, and over 90 percent for SOL, underscoring the need for risk management despite long-run gains (source: CoinMarketCap historical drawdown calculations using daily price data).

According to Eric Balchunas, GLD and IBIT ranked among the Top 10 U.S. ETFs by trading volume today, a rare occurrence he described as part of the Debaser Trade. source: Eric Balchunas on X, Oct 2, 2025 This highlights unusually high trading activity in gold exposure via GLD and Bitcoin exposure via the iShares Bitcoin Trust IBIT. source: Eric Balchunas on X, Oct 2, 2025; source: BlackRock iShares IBIT fund page GLD tracks the SPDR Gold Trust while IBIT provides spot Bitcoin exposure, making today’s volume mix directly relevant for gold and BTC sentiment during U.S. cash hours. source: State Street Global Advisors SPDR Gold Shares overview; source: BlackRock iShares IBIT fund page

According to Farside Investors, the ARK 21Shares Bitcoin ETF (ARKB) recorded a US$105.7 million net inflow on Sep 30, 2025; source: Farside Investors and farside.co.uk/btc. The figure is reported on Farside Investors' Bitcoin ETF Daily Flow tracker for U.S. spot BTC ETFs, where full methodology and disclaimers are provided; source: farside.co.uk/btc.

According to @FarsideUK, the Bitwise Bitcoin ETF logged a US$70.1 million daily flow on Sep 30, 2025 (source: Farside Investors on X; data and disclaimers: farside.co.uk/btc). According to @FarsideUK, 10% of profits from this product are directed to Bitcoin developers, as stated in the same update (source: Farside Investors on X; data and disclaimers: farside.co.uk/btc). According to @FarsideUK, the consolidated US spot Bitcoin ETF flow dashboard at farside.co.uk/btc provides daily flow data that traders use to monitor ETF demand as part of BTC liquidity tracking during US hours (source: Farside Investors; data and disclaimers: farside.co.uk/btc).

According to the source, a new $1 Trillion Club ETF gives investors combined exposure to mega-cap technology companies and Bitcoin (BTC). According to the source, the product consolidates tech giants and BTC exposure into a single ETF to simplify allocation for traders seeking simultaneous positions in AI-driven Big Tech and crypto. According to the source, this structure provides a one-ticket way to align BTC exposure with U.S. tech market moves during regular trading hours.

According to @EricBalchunas, IBIT now owns 3.8% of all the bitcoin, and an equity ETF would need about $2.2 trillion in assets to control a comparable share of its asset class. Source: @EricBalchunas. According to @EricBalchunas, SPY owns roughly 1.1% of most stocks despite being 32 years old, while IBIT is still very new, highlighting the unusually rapid concentration of BTC exposure in a single ETF. Source: @EricBalchunas.

According to @lookonchain, on Sept 25 the 10 Bitcoin (BTC) ETFs recorded a net inflow of +2,186 BTC valued at $242.65M. According to @lookonchain, BlackRock’s iShares Bitcoin Trust saw +1,135 BTC inflows worth $126M and now holds 768,285 BTC valued at $85.28B. According to @lookonchain, the 9 Ethereum (ETH) ETFs posted a net outflow of -29,764 ETH totaling $118.16M. According to @lookonchain, BlackRock’s Ethereum ETF segment saw -6,352 ETH outflows worth $25.22M and holds 3,824,678 ETH valued at $15.18B.

According to @EricBalchunas, Bloomberg’s ETF IQ is scheduled today at 12:30 pm to debate index top-heaviness, shiny objects, IBIT holders, and financial engineering, with a Vanguard segment on VGHY, and it can be streamed via Bloomberg Live US at bloomberg.com/live/us, source: @EricBalchunas. For crypto-focused traders, the explicit inclusion of IBIT holders makes this directly relevant to Bitcoin ETF positioning and BTC-linked exposure, source: @EricBalchunas. For cross-asset traders, the VGHY segment flags a discussion on high-yield ETF dynamics that are pertinent to credit risk sentiment and liquidity conditions, source: @EricBalchunas.

According to the source, options tied to BlackRock’s spot bitcoin ETF IBIT leaned bearish for two consecutive months. According to BlackRock, IBIT is the iShares Bitcoin Trust that provides spot BTC exposure. According to the source, this development has raised questions about whether the current BTC bull market is losing momentum.

According to @business, the Reserve Bank of Australia said the operator of Australia’s largest stock exchange has considerable work to do to meet regulator expectations. Source: Bloomberg Business. The exchange operator is ASX Limited, whose ASX Clear and ASX Settlement facilities came under heightened scrutiny after the CHESS replacement project was paused in 2022. Source: Reserve Bank of Australia and ASIC joint statement, November 2022. The RBA’s 2023 assessment outlined governance and project-risk remediation requirements and set milestones for the ASX clearing and settlement facilities. Source: Reserve Bank of Australia 2023 Assessment of the ASX Clearing and Settlement Facilities. For trading, sustained regulatory oversight of ASX market infrastructure is a key operational risk factor to monitor for execution quality and liquidity in Australian equities and ETFs. Source: Reserve Bank of Australia 2023 Assessment of the ASX Clearing and Settlement Facilities. For crypto exposure, spot Bitcoin ETFs listed on ASX, including the VanEck Bitcoin ETF VBTC, rely on the same trading and settlement rails, making the RBA’s findings relevant for monitoring market functioning. Source: VanEck Australia press release on VBTC launch, June 20, 2024; Reserve Bank of Australia 2023 Assessment of the ASX Clearing and Settlement Facilities.

According to Farside Investors (@FarsideUK), the WisdomTree US spot Bitcoin ETF posted US$0 million in net daily flow on Sep 18, 2025 (source: https://twitter.com/FarsideUK/status/1968826255442096585; source: https://farside.co.uk/btc/). This print indicates no net creations or redemptions were recorded for WisdomTree’s product that day as per Farside’s Bitcoin ETF flow dashboard methodology (source: https://farside.co.uk/btc/). Traders can reference Farside’s issuer-level daily flow time series to contextualize BTC ETF demand dynamics across U.S. spot issuers, including WisdomTree (source: https://farside.co.uk/btc/).

According to @FarsideUK, the VanEck US Bitcoin ETF recorded a daily flow of $6.6 million, a key datapoint traders track for BTC spot demand via ETF activity, source: @FarsideUK. The issuer allocates 5% of profits from this ETF to Bitcoin developers, which may support the network’s long-term resilience relevant to institutional adoption, source: @FarsideUK. Full dataset and disclaimers are available at farside.co.uk/btc for cross-checking aggregate US spot BTC ETF flows, source: @FarsideUK; farside.co.uk/btc.

According to @FarsideUK, Invesco’s US Bitcoin ETF posted a $0 million net daily flow, indicating no net inflows or outflows for the session (source: Farside Investors, farside.co.uk/btc). This zero reading denotes no net creations or redemptions for Invesco’s US spot BTC ETF on the reported date, keeping issuer-specific demand neutral for the day (source: Farside Investors, farside.co.uk/btc). Traders monitoring BTC liquidity should consult Farside’s full ETF flow table for cross-issuer and aggregate US spot Bitcoin ETF data to contextualize today’s neutral Invesco print (source: Farside Investors, farside.co.uk/btc).

According to @_RichardTeng, Binance has partnered with Franklin Templeton to develop digital asset initiatives and products, highlighting the ongoing convergence of TradFi and crypto. Source: @_RichardTeng on X (Sep 10, 2025). Binance confirmed the collaboration in its official blog post titled Binance and Franklin Templeton to develop digital assets initiatives and products. Source: Binance Blog. Franklin Templeton already offers crypto-related products, including the Franklin Bitcoin ETF (ticker: EZBC) in the United States, which provides spot BTC exposure through a registered fund. Source: Franklin Templeton product page; US SEC spot Bitcoin ETF approval order dated Jan 10, 2024. Franklin Templeton also operates the Franklin OnChain U.S. Government Money Fund with tokenized shares (BENJI) on public blockchains, demonstrating an established tokenization track record relevant to RWA. Source: Franklin Templeton OnChain U.S. Government Money Fund documentation. Traders should monitor Binance’s official announcements for details on product scope, timelines, listings, and custody arrangements to evaluate potential market microstructure impacts once specifics are released. Source: Binance Blog announcements.

According to @FarsideUK, Invesco’s U.S. Bitcoin ETF recorded a net inflow of US$6.7 million on Sep 9, 2025, indicating positive daily demand into the fund (source: Farside Investors @FarsideUK, farside.co.uk/btc). Farside provides the complete ETF flow dashboard and methodology for context across issuers and days for trading analysis (source: Farside Investors @FarsideUK, farside.co.uk/btc).

According to @FarsideUK, ARK's Bitcoin ETF recorded a daily net flow of $89.5 million. According to @FarsideUK, the figure is reported in US dollars. According to @FarsideUK, full data and disclaimers are available at farside.co.uk/btc.

According to @rovercrc, Wells Fargo bought $130,000,000 worth of a Bitcoin ETF, with the post declaring adoption is here on Sep 6, 2025, source: @rovercrc on X. The post does not specify the ETF ticker, trade date, or provide a regulatory filing link, limiting immediate verification for traders, source: @rovercrc on X. Given the absence of documentation in the post, risk-focused desks may wait for official disclosures before adjusting BTC and Bitcoin ETF exposure, source: @rovercrc on X.

According to @GracyBitget, the market mindset has shifted post Bitcoin ETF from tribal camps to pure market dynamics, urging traders to understand both BTC and ETH sides of the trade for edge, source: @GracyBitget on X, Sep 5, 2025. She reports that large holders are divided on whether ETH will outperform BTC, highlighting uncertainty for the ETH/BTC pair and relative strength positioning, source: @GracyBitget on X, Sep 5, 2025.

According to @FarsideUK, BlackRock’s US Bitcoin ETF posted a daily flow of $289.8 million, reported on Sep 4, 2025, with details referenced on Farside Investors’ ETF flow tracker at https://t.co/04S8jMGl07. Source: @FarsideUK on X (Sep 4, 2025) and Farside Investors data page.