According to @lookonchain, 10 Bitcoin ETFs posted net outflows of 3,693 BTC totaling $399.2M on Oct 30, 2025, source: @lookonchain on X on Oct 30, 2025. Fidelity recorded outflows of 1,482 BTC worth $160.2M and currently holds 205,365 BTC valued at $22.2B, source: @lookonchain on X on Oct 30, 2025. In contrast, nine Ethereum ETFs saw net inflows of 5,135 ETH totaling $19.51M on the day, source: @lookonchain on X on Oct 30, 2025. Grayscale Ethereum Mini Trust took in 18,101 ETH worth $68.78M and now holds 743,453 ETH valued at $2.83B, implying other ETH ETFs collectively had net outflows of roughly 12,966 ETH based on the same dataset, source: @lookonchain on X on Oct 30, 2025.

According to the source, Bitcoin Treasuries reports that Bitcoin ETFs and exchanges collectively hold about 1.69 million BTC as of Oct 26, 2025, based on its aggregated holdings tracker, providing a consolidated view of custodial concentration for traders. For actionable monitoring, traders can track week-over-week changes in the Bitcoin Treasuries total to assess shifts in custodial holdings that inform near-term BTC liquidity analysis, as reflected by the Bitcoin Treasuries dataset.

According to @lookonchain, the 10 Bitcoin ETFs recorded a net inflow of +144 BTC worth $15.81M on Oct 24, 2025 (source: @lookonchain). According to @lookonchain, BlackRock reported +976 BTC inflow worth $107.46M and now holds 804,944 BTC valued at $88.62B (source: @lookonchain). According to @lookonchain, the 9 Ethereum ETFs posted a net outflow of -49,364 ETH totaling -$193.01M on the day (source: @lookonchain). According to @lookonchain, Fidelity saw -19,960 ETH outflow worth $78.04M and currently holds 754,840 ETH valued at $2.95B (source: @lookonchain). According to @lookonchain, these flows indicate BTC ETF net demand outpaced ETH ETFs on Oct 24, 2025 (source: @lookonchain).

According to the source, a social post claims the number of private companies holding BTC rose from 12 in 2020 to 279,000, but no dataset or methodology was provided, so the figure is unverified and should not be used as a standalone trading signal; source: original social media post provided. Traders should validate corporate BTC holdings through verifiable disclosures such as SEC EDGAR filings and company reports from public filers (e.g., MicroStrategy, Tesla) before extrapolating broader demand; source: SEC EDGAR; company filings. For real-time confirmation of institutional demand, monitor spot Bitcoin ETF net flows from issuers including BlackRock (IBIT) and Fidelity (FBTC), CME BTC futures open interest and basis, and on-chain exchange balances tracked by analytics firms; source: BlackRock; Fidelity; CME Group; Glassnode; Chainalysis. Until independent datasets corroborate a large jump in corporate BTC holders, maintain neutral-to-cautious positioning with tight risk controls and wait for confirmation via regulatory filings or reputable analytics publications; source: SEC EDGAR; CME Group; Glassnode; Chainalysis.

According to @CryptoMichNL, the four-year cycle model is no longer reliable and ETFs were pivotal in pushing BTC above $100k, implying the broader bullish structure remains intact (source: @CryptoMichNL on X, Oct 17, 2025). According to @CryptoMichNL, he advises holders to remain patient, expecting a near-term BTC breakout, ETH to make a new all-time high, and a strong altcoin rally thereafter (source: @CryptoMichNL on X, Oct 17, 2025). According to @CryptoMichNL, no specific price levels or timelines are provided, with the key trading triggers being a BTC breakout and an ETH ATH to confirm an altcoin rotation (source: @CryptoMichNL on X, Oct 17, 2025).

According to the source, U.S. spot Bitcoin (BTC) ETFs have recorded seven consecutive trading days of net inflows (source: the source). In cash-creation structures used by major U.S. spot BTC ETFs, net inflows require the trust to acquire spot BTC with cash delivered by authorized participants, creating direct spot demand that can tighten exchange liquidity (source: iShares Bitcoin Trust prospectus filed with the U.S. SEC). Traders should confirm the streak with daily issuer data and independent flow trackers before positioning, as validated flow prints are a leading indicator for short-term BTC momentum (source: Farside Investors; SoSoValue). To gauge market impact, monitor CME BTC futures basis and perpetual funding; a rising positive basis during sustained inflows signals spot-led strength and potential cash-and-carry opportunities (source: CME Group education on futures basis and carry). Risk management should adapt to U.S. session flow windows when creations are processed and volatility can rise around flow disclosures (source: iShares Bitcoin Trust prospectus filed with the U.S. SEC).

According to @cas_abbe, Bitcoin ETFs bought about $875 million in BTC yesterday, with BlackRock accounting for roughly $899 million of creations while the only notable outflow came from Grayscale (source: @cas_abbe). Despite these net inflows, BTC fell by approximately $5,000 on the day and continues to show price weakness, indicating ETF demand did not translate into immediate upward price support (source: @cas_abbe). For traders, the divergence between concentrated BlackRock inflows and Grayscale outflows versus spot price action suggests ETF flow prints alone were not a reliable intraday signal, warranting tighter risk management around flow headlines (source: @cas_abbe).

According to @MilkRoadDaily via an X post dated Oct 7, 2025, BTC ETFs recorded a record USD 5.95B in weekly inflows, indicating the strongest weekly asset creation to date per the same source. The same source added that momentum has returned to BTC ETF flows, as stated in the Oct 7, 2025 X post by @MilkRoadDaily.

According to @lookonchain, 10 Bitcoin ETFs recorded net inflows of +9,576 BTC valued at $1.19B on Oct 7. Source: Lookonchain on X, Oct 7, 2025. The 9 Ethereum ETFs posted net inflows of +34,138 ETH worth $161.13M on the same date. Source: Lookonchain on X, Oct 7, 2025. BlackRock saw inflows of 7,579 BTC ($943.11M) and now holds 791,347 BTC valued at $98.48B. Source: Lookonchain on X, Oct 7, 2025. For ETH, BlackRock added 18,959 ETH ($89.49M) and holds 3,952,823 ETH valued at $18.66B. Source: Lookonchain on X, Oct 7, 2025.

According to @Andre_Dragosch, Bitcoin ETFs have taken a sizeable chunk of BTC transaction volumes off chain, indicating a migration of activity from on-chain transfers to ETF share trading venues. Source: https://twitter.com/Andre_Dragosch/status/1975070055768764525; reference: https://x.com/nondualrandy/status/1974966392467407185. For trading strategy, this means on-chain volume may understate total BTC market participation and should be cross-checked with ETF flow and turnover data when assessing liquidity. Source: https://twitter.com/Andre_Dragosch/status/1975070055768764525.

According to the source, US-listed Bitcoin ETFs recorded net inflows every day this week, totaling roughly $3.2B worth of BTC acquired, indicating persistent primary market demand, source: X post dated Oct 5, 2025. Consistent net creations in spot BTC ETFs require authorized participants to source or deliver BTC to the trust, which can tighten circulating supply in spot markets, source: SEC S-1 filings for US spot Bitcoin ETFs and BlackRock iShares Bitcoin Trust prospectus. Traders commonly track ETF net flows alongside exchange BTC balances and CME BTC futures basis as demand proxies and liquidity gauges, source: Farside Investors ETF flow tracker, Glassnode exchange balance dashboards, and CME Group futures and basis education. Near term, watch US session ETF creation activity and BTC perpetual funding rates for signs of continued demand transmission into spot and derivatives, source: NSCC creation-redemption process documentation and major derivatives venue funding rate pages.

According to @FarsideUK, Bitcoin ETFs have generated over 60 billion dollars in inflows since January 2024, marking a major flows milestone for the asset class. Source: Farside Investors tweet on Oct 4, 2025: https://twitter.com/FarsideUK/status/1974352782389096617 Traders can track Farside Investors’ ongoing ETF flow updates as a data point for gauging demand when sizing BTC spot and futures exposure and managing risk. Source: Farside Investors tweet on Oct 4, 2025: https://twitter.com/FarsideUK/status/1974352782389096617

According to the source, US spot Bitcoin (BTC) and Ethereum (ETH) ETFs climbed with solid late-week net inflows as traders priced higher odds of Fed rate cuts into year-end, per CME FedWatch probabilities and Farside Investors ETF flow trackers. However, roughly $1.7 billion in crypto liquidations over the last 24 hours highlights elevated leverage and sets up a Monday cash-session reality check for BTC and ETH, per CoinGlass derivatives data. For confirmation, traders should track US ETF creations/redemptions and net flows after the close, CME front-month basis, and NAV premiums/discounts, per Bloomberg ETF flow data and CME futures term structure.

According to the source, institutional BTC is primarily held by public companies, spot ETFs, investment funds, and sovereign entities, while most of the overall Bitcoin supply remains untracked by public disclosures, limiting visibility into free float. According to the source post, this concentration in reportable vehicles alongside a large untracked base implies tighter visible liquidity, where incremental ETF net inflows or outflows can disproportionately impact BTC price discovery. According to the source, traders should monitor ETF flow data, exchange balance trends, and futures basis as confirmation signals of supply constraints affecting slippage, spreads, and breakout sustainability.

According to @caprioleio, Bitcoin ETFs have resumed buying more than the daily BTC supply (source: @caprioleio). The daily Bitcoin supply is the new BTC issued via block rewards, approximately 450 BTC per day since the April 2024 halving reduced the subsidy to 3.125 BTC per block (source: Bitcoin.org).

According to the source, Bitcoin ETFs ended a seven-day investment streak in what it described as a healthy rebalancing, confirming a pause in net inflows to BTC funds on Sep 18, 2025, source: user-provided tweet.

According to @Andre_Dragosch, net flows into Bitcoin ETFs over the latest five trading days exceeded new BTC supply by 8.93 times, indicating ETF demand materially outpaced newly mined issuance in that window. Source: @Andre_Dragosch.

According to @rovercrc, Bitcoin ETFs bought $642.4M worth of BTC yesterday, indicating a substantial net inflow into spot products that traders track for momentum, source: @rovercrc. Based on this reported figure, traders may anticipate near-term buy pressure and monitor U.S. session ETF flow updates and BTC price reaction around prior-day closes for confirmation, source: @rovercrc. If the inflow persists, dip-buying setups may remain favorable while managing risk around intraday support and volatility spikes, source: @rovercrc.

According to @FarsideUK, Bitcoin ETFs just recorded their strongest day since July 16, 2025, highlighting a notable surge in ETF activity that traders may track alongside BTC spot and futures markets for near-term momentum, Source: Farside Investors (@FarsideUK) on X, Sep 11, 2025. The update was posted on Sep 11, 2025 and did not include specific figures or breakdown by fund, indicating only the relative strength versus the July 16, 2025 benchmark, Source: Farside Investors (@FarsideUK) on X, Sep 11, 2025.

According to @glassnode, Bitcoin’s 1-month 25-delta options skew has climbed to new highs, indicating strong demand for downside puts (source: @glassnode, chart link glassno.de/4n4eDR2). @glassnode notes this is not purely a bearish signal and often reflects institutional hedging activity rather than outright short positioning (source: @glassnode). @glassnode adds that with the rise of Bitcoin ETFs and DATs, institutions are gaining BTC exposure while using puts to manage downside risk (source: @glassnode).