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).

According to @paoloardoino on X (Sep 8, 2025), Tether added more BTC to its reserves over the last 12 months than all but three Bitcoin ETFs, with ETF data credited to FarsideUK (source: @paoloardoino). He also states that Tether contributed to XXI, described as the third-largest Bitcoin Treasury company behind Strategy and MARA (source: @paoloardoino). For traders, this is framed by @paoloardoino as ongoing large-scale BTC accumulation alongside ETF demand, with the comparative ranking based on ETF data from FarsideUK (source: @paoloardoino citing FarsideUK).

According to @cas_abbe, Bitcoin ETFs purchased $322.8 million worth of BTC yesterday (source: @cas_abbe on X, Sept 3, 2025). Ethereum ETFs simultaneously recorded $135 million in ETH net sales (source: @cas_abbe on X, Sept 3, 2025). @cas_abbe added that strength in gold could be driving renewed interest in BTC (source: @cas_abbe on X, Sept 3, 2025). For traders, these ETF flow differentials point to institutional rotation toward BTC over ETH and warrant close monitoring of BTC dominance and the BTC/ETH pair for relative momentum (source: @cas_abbe on X, Sept 3, 2025).

According to @0xferg, top global banks are allocating billions of dollars into crypto-related ETFs and DATs, the largest government plans to begin accumulating BTC, and leading game studios are onboarding players via web3, implying multi-vertical demand drivers for Bitcoin and gaming assets (source: @0xferg). For validation, traders should track net creations and redemptions in spot BTC ETFs, issuer market share shifts, and futures basis or funding rates to confirm sustained buy pressure into BTC spot markets (source: @0xferg). If government accumulation proceeds, monitor government-labeled wallets where available, custody announcements, and changes in BTC exchange reserves to detect structural demand tightening (source: @0xferg). In web3 gaming, watch active users, transaction counts, and marketplace turnover tied to major studio integrations to identify potential momentum in gaming-related crypto exposure (source: @0xferg).

According to @Andre_Dragosch on X (Aug 30, 2025), despite new BTC all-time highs, on-chain transaction fees have not shown significant upward pressure. According to @Andre_Dragosch on X (Aug 30, 2025), the need to filter transactions has essentially vanished as more trading activity has migrated to bitcoin ETFs serving as a de facto Layer 2 for execution. Based on @Andre_Dragosch's observation on X (Aug 30, 2025), traders can operate with lower on-chain execution costs today and should note that liquidity and price discovery are concentrating in ETFs rather than on-chain.

According to @KobeissiLetter, Bitcoin ETFs are on track to surpass gold ETFs in assets under management for the first time, marking a potential shift in ETF market leadership, source: @KobeissiLetter on X, Aug 29, 2025. According to @KobeissiLetter, AUM in the largest cryptocurrency ETFs has roughly doubled over the last 12 months to about 150 billion, source: @KobeissiLetter on X, Aug 29, 2025. According to @KobeissiLetter, gold ETFs have risen about 40 percent in the same period, highlighting relative AUM momentum favoring BTC exposure via ETFs, source: @KobeissiLetter on X, Aug 29, 2025.

According to @caprioleio, a rules-based strategy that only buys BTC when Bitcoin ETF net purchases exceed the network’s daily supply achieved a 127% cumulative return with lower risk in backtests, source: X post by @caprioleio on 2025-08-19 and Capriole live chart capriole.com/charts/?chart=…. The signal times entries by comparing ETF net flow to estimated daily issuance, offering a data-driven filter for BTC exposure, source: @caprioleio and Capriole live chart capriole.com/charts/?chart=…. Traders can monitor the live chart to align positions with periods of ETF demand dominance over supply, which the source highlights as historically favorable in the backtest, source: @caprioleio and Capriole live chart capriole.com/charts/?chart=….

According to Bobby Ong, companies are competing to accumulate crypto in the current cycle, and he expects countries to compete in the next cycle (source: Bobby Ong on X). Corporate accumulation is evidenced by US spot Bitcoin ETFs from issuers BlackRock (IBIT) and Fidelity (FBTC) publishing daily BTC holdings and creations since January 2024, alongside public-company BTC treasuries disclosed in SEC filings such as MicroStrategy and Tesla (sources: BlackRock iShares; Fidelity; U.S. SEC filings for MicroStrategy and Tesla). At the sovereign level, El Salvador’s government has publicly reported ongoing BTC purchases since adopting Bitcoin as legal tender in 2021, illustrating a pathway to state-level accumulation (sources: Government of El Salvador; National Bitcoin Office of El Salvador; statements by President Nayib Bukele). For trading, monitor daily ETF net flows from issuers, new SEC disclosures of corporate BTC buys, official government purchase announcements, CME Bitcoin futures basis, and on-chain exchange balances to gauge supply-demand pressure on BTC and ETH liquidity (sources: BlackRock iShares; Fidelity; U.S. SEC; Government of El Salvador; CME Group; Glassnode).

According to @lookonchain, on Aug 11 the 10 Bitcoin ETFs recorded net inflows of 3,308 BTC worth 396.03 million dollars. Source: @lookonchain. BlackRock iShares accounted for 3,089 BTC of that totaling 369.73 million dollars and now holds 742,451 BTC valued at 88.88 billion dollars. Source: @lookonchain. Across 9 Ethereum ETFs, net inflows reached 112,031 ETH worth 470.76 million dollars, with iShares taking in 62,936 ETH equal to 264.46 million dollars. Source: @lookonchain. Based on these figures, iShares captured roughly 93 percent of BTC ETF net inflows and about 56 percent of ETH ETF net inflows for the day. Source: @lookonchain.

According to @KobeissiLetter, publicly traded companies have acquired more Bitcoin (BTC) than U.S. exchange-traded funds (ETFs) for the third consecutive quarter, indicating a significant institutional accumulation trend. Citing figures from BitcoinTreasuries.net and CNBC, corporations expanded their BTC holdings by approximately 18% (131,000 BTC) in the quarter ending June 30. This growth significantly outpaced the 8% increase (111,000 BTC) in holdings by ETFs during the same period, as reported by CNBC. While ETFs still hold a larger total amount of over 1.4 million BTC, this sustained corporate buying pressure, even amid market volatility, suggests a strong, long-term conviction in Bitcoin as a treasury asset among public companies.

According to @rovercrc, the Bitcoin market is in a fragile standoff as two 14-year-old whale wallets moved 20,000 BTC, worth over $2 billion, to new non-exchange addresses, creating market buzz without immediate sell pressure, based on Lookonchain data. On-chain analysis from Glassnode reveals that long-term holders are exhibiting extreme patience, with the 'HODLing' metric dominant and the Liveliness metric declining, indicating older coins remain dormant despite BTC trading near its $111K all-time high. This patience is contrasted by rising leveraged long positions, as reported by QCP, with funding rates turning positive. The market dynamic is further supported by strong institutional demand, evidenced by $2.2 billion in weekly net inflows to spot BTC ETFs and Figma's disclosure of a $70 million position in a Bitcoin ETF. Glassnode suggests this equilibrium between long-term conviction and short-term leverage may require a significant price move to unlock supply and determine the next major trend.

According to Katalin Tischhauser, the double top pattern in Bitcoin (BTC) above $100,000 warrants trading caution as it signals potential bearishness, but a full price crash is unlikely without a black swan event like the Terra or FTX collapses. Tischhauser notes that institutional flows, including over $48 billion in net inflows to spot bitcoin ETFs, provide strong price support and resilience, potentially ending the halving cycle's influence due to reduced miner selling pressure.

According to Crypto Rover, Bitcoin ETFs have posted their eighth consecutive day of inflows as of June 19, 2025, signaling ongoing institutional demand for BTC (source: @rovercrc on Twitter). This sustained influx highlights growing investor confidence and provides a bullish signal for traders assessing short-term price momentum in the cryptocurrency market. Consistent ETF inflows often correlate with upward price trends, offering traders a data-backed indicator for potential bullish strategies related to Bitcoin (BTC).

According to IntoTheBlock, Bitcoin ETFs recorded their highest net inflows since January this week, signaling renewed institutional interest. This surge in ETF demand directly contributed to Bitcoin’s price breaking above $95,000, with on-chain data showing that over 94% of all Bitcoin holders are now in profit. Traders are closely monitoring ETF inflow trends as a leading indicator of market sentiment and potential short-term price momentum. Source: IntoTheBlock (Twitter, April 25, 2025).

According to Lookonchain, Bitcoin ETFs experienced substantial inflows of 10,611 BTC, equating to an impressive $983.85 million, with Blackrock's iShares leading the charge by adding 6,886 BTC ($638.49 million). Conversely, Ethereum ETFs saw a significant outflow of 18,398 ETH, totaling a withdrawal of $32.22 million, with iShares accounting for 16,954 ETH ($29.69 million) in outflows. These movements suggest a strong trading interest in Bitcoin ETFs, potentially indicating a bullish trend for BTC, while Ethereum ETFs face selling pressure.

According to Eric Balchunas, Bitcoin ETFs have experienced a significant surge, consuming nearly 25,000 BTC within three days. Notably, $IBIT alone attracted $643 million yesterday, ranking it as the top ETF. This indicates how swiftly ETF flows can escalate, potentially due to the resurgence of basis trades.

According to Eric Balchunas, despite the availability of multiple cost-effective and liquid Bitcoin ETFs, including leveraged options, investors may seek value in new Bitcoin stocks due to potential unique features, diversification, and specific market strategies not offered by existing ETFs like $MSTR or $IBIT.