According to the source, Bitwise estimates that a 3 to 4 percent rotation of capital from gold into Bitcoin could be enough to double BTC from current levels, based on its cross-asset flow analysis (source: Bitwise). Bitwise frames Bitcoin and gold as competing store-of-value assets, so even a small portfolio reweighting toward BTC can drive outsized price impact via incremental demand (source: Bitwise). For trading strategy, Bitwise’s thesis suggests prioritizing evidence of capital rotation from gold into spot Bitcoin products as the primary upside catalyst for BTC and related crypto exposure (source: Bitwise).

According to @FarsideUK, the Bitwise Bitcoin ETF recorded $0 million in daily net flow on Oct 17, 2025, indicating no net creations or redemptions for the session (source: Farside Investors tweet on Oct 17, 2025; Farside ETF flow dashboard: farside.co.uk/btc/). @FarsideUK also states that 10% of profits from this Bitwise product are allocated to Bitcoin developers (source: Farside Investors tweet on Oct 17, 2025; Farside ETF flow dashboard: farside.co.uk/btc/).

According to @FarsideUK, the Bitwise Bitcoin ETF recorded a net daily outflow of 37.4 million US dollars, source: Farside Investors on X Oct 11 2025. According to @FarsideUK, 10% of profits from this product are allocated to Bitcoin developers, source: Farside Investors on X Oct 11 2025. Full data and disclaimers are available at farside.co.uk/btc, source: Farside Investors ETF flow dashboard.

According to @EricBalchunas, Canary filed Amendment #6 for its spot Solana (SOL) ETF with a 0.50% expense ratio and no cut of SOL staking rewards, according to @EricBalchunas. According to @EricBalchunas, Bitwise’s proposal carries a 0.20% expense ratio but takes 6% of staking rewards, which he estimates equates to roughly 45–50 basis points in additional effective fees, according to @EricBalchunas. According to @EricBalchunas, staking revenue sharing sits outside the stated expense ratio and will make headline fee comparisons misleading, according to @EricBalchunas. According to @EricBalchunas, the real cost will show up in each fund’s tracking difference versus SOL, which he describes as the true fee metric, according to @EricBalchunas. According to @EricBalchunas, this dynamic is similar to securities lending in broad and small-cap ETFs where some issuers return revenue to NAV while others keep a portion, according to @EricBalchunas. According to @EricBalchunas, traders comparing SOL exposure should prioritize realized tracking difference versus SOL over stated expense ratios when assessing net holding costs and fund selection, according to @EricBalchunas.

According to the source, Bitwise Asset Management CIO Matt Hougan said in an X video on Oct 7, 2025 that “Solana is the new Wall Street”; the clip also credits Stablecoin as a sponsor, source: Matt Hougan via X video posted Oct 7, 2025. Peer-reviewed research shows investor attention measured via social and search data is associated with short-term cryptocurrency returns and volatility, making such high-profile statements trading-relevant for SOL, source: Liu and Tsyvinski, Risks and Returns of Cryptocurrency, NBER Working Paper 24877, 2018; Journal of Finance, 2021; Kristoufek, Scientific Reports, 2013.

According to the source, BitwiseInvest CIO Matt Hougan outlined trading-relevant themes including a $200K BTC outlook, current spot Bitcoin ETF flow dynamics, two major trades beyond BTC, a prospective SOL ETP timeline, Solana’s meme-coin overhang assessment, the next wave of DeFi, Wall Street’s embrace of prediction markets, potential market implications if Market Structure legislation does not pass, and an update on Bitwise’s index ETF conversion, with timestamps 1:59, 3:17, 4:13, 7:38, 8:34, 11:17, 14:42, 16:04, and 16:54 respectively; source: interview published on X on Oct 7, 2025 featuring BitwiseInvest CIO Matt Hougan.

According to Farside Investors, Bitwise’s U.S. Bitcoin ETF recorded a daily flow of 60.1 million dollars on Oct 7, 2025, based on their Bitcoin ETF Daily Flow update (source: https://twitter.com/FarsideUK/status/1975364364019343386; dataset: https://farside.co.uk/btc/). According to Farside Investors, 10% of profits from this Bitwise product are allocated to Bitcoin developers, as stated alongside the flow disclosure (source: https://twitter.com/FarsideUK/status/1975364364019343386). According to Farside Investors, full issuer-level Bitcoin ETF flow data and official disclaimers are available on the Farside dashboard for continued monitoring by market participants (source: https://farside.co.uk/btc/).

According to the source, Bitwise said Solana (SOL) will be Wall Street's stablecoin network. Source: Bitwise. Visa has integrated USDC settlement on Solana, and PayPal's PYUSD is available on Solana, indicating existing institutional usage of the chain for stablecoin settlement. Sources: Visa; PayPal and Paxos. Solana experienced a network outage on Feb 6, 2024, underscoring reliability considerations for institutional settlement. Source: Solana Status.

According to Farside Investors, the Bitwise Bitcoin ETF recorded a US$24 million daily flow, as posted on Oct 3, 2025 and reflected on Farside’s BTC ETF dashboard. Source: Farside Investors (@FarsideUK), Oct 3, 2025; farside.co.uk/btc. According to Farside Investors, 10% of profits from this Bitwise product are allocated to Bitcoin developers, as stated in the same update. Source: Farside Investors (@FarsideUK), Oct 3, 2025. Traders can reference Farside’s dashboard for issuer-level flows and disclaimers when gauging US spot Bitcoin ETF fund activity during the session. 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 @FarsideUK, Bitwise’s US spot Bitcoin ETF recorded a net daily outflow of $23.8 million on Sep 27, 2025 (source: Farside Investors). According to @FarsideUK, 10% of profits from this Bitwise product are allocated to Bitcoin developers, with data and disclaimers available at farside.co.uk/btc (source: Farside Investors). Traders tracking ETF primary-market flows can reference the daily figure via Farside’s Bitcoin ETF Flow tracker for execution timing and sentiment monitoring (source: Farside Investors).

According to @FarsideUK, the Bitwise U.S. Bitcoin ETF recorded a $24.7 million daily flow on Sep 24, 2025, based on Farside’s Bitcoin ETF flow tracker (source: Farside Investors on X; Farside ETF dashboard at farside.co.uk/btc). @FarsideUK also notes that 10% of profits from this product are allocated to Bitcoin developers, as stated in the same update (source: Farside Investors on X). For methodology, full dataset, and disclaimers, @FarsideUK directs users to its dashboard for verification and context on U.S. spot Bitcoin ETF flows (source: Farside ETF dashboard at farside.co.uk/btc).

According to @FarsideUK, Bitwise’s US Bitcoin ETF recorded net daily flow of 0 million USD on Sep 20, 2025, indicating no new primary-market inflows or outflows for that day, source: Farside Investors @FarsideUK on X, Sep 20, 2025. According to @FarsideUK, 10% of profits from this Bitwise product are allocated to Bitcoin developers, source: Farside Investors @FarsideUK on X, Sep 20, 2025. According to @FarsideUK, full data and disclaimers are available on the Farside Bitcoin ETF flows dashboard at farside.co.uk/btc, source: Farside BTC ETF dashboard.

According to @FarsideUK, Bitwise’s US spot Bitcoin ETF recorded US$39.1 million in daily flow as reported on September 2, 2025, based on Farside Investors’ ETF flow tracker, according to Farside Investors. According to @FarsideUK, 10% of profits from this product are allocated to Bitcoin developers, according to Farside Investors. According to Farside Investors, full data and disclaimers are available on its ETF flow data page, according to Farside Investors.

According to @FarsideUK, Bitwise’s US Bitcoin ETF posted US$0 million in daily flow on Aug 29, 2025 (source: Farside Investors on X). Based on this reported figure, there were no net creations or redemptions for the product that day (source: @FarsideUK). The same source also states that 10% of profits from this product are allocated to Bitcoin developers, with further data and disclaimers available via the link shared by @FarsideUK at https://t.co/04S8jMGl07 (source: @FarsideUK).

According to @BTC_Archive, institutions have bought 690,710 BTC year to date against 109,072 BTC mined, or roughly six times more demand than new supply, based on Bitwise data (source: Bitwise via @BTC_Archive on X, Aug 29, 2025).

According to Eric Balchunas, Bitwise has filed for a spot Chainlink ETF tied to LINK’s spot market exposure, signaling a new crypto ETP proposal in the United States (source: Eric Balchunas on X, August 26, 2025). The post did not specify the SEC form, proposed ticker, or listing venue, so traders should verify the filing once it appears on the SEC’s EDGAR system and review fee and creation redemption basket details for liquidity implications (source: Eric Balchunas on X; source: U.S. SEC EDGAR). Near-term catalysts are the public posting of the filing on EDGAR and any related exchange rule submission under Rule 19b-4, which will define the review timeline relevant for LINK positioning (source: U.S. SEC EDGAR; source: U.S. SEC Rule 19b-4 guidance).

According to @rovercrc, Bitwise has filed for a Chainlink (LINK) spot ETF based on an image shared on X, and traders should seek confirmation via the U.S. SEC EDGAR database or a Bitwise press release before acting. Source: Crypto Rover (@rovercrc) on X; U.S. SEC EDGAR; Bitwise Asset Management. If confirmed, the product would require both a Rule 19b-4 exchange rule-change filing and an S-1 registration, with the SEC allowed up to 240 days for a final decision, creating a clear catalyst timeline for LINK. Source: U.S. SEC Exchange Act Rule 19b-4; Securities Act of 1933 S-1. Near term, monitor LINK spot, LINKUSDT perpetual funding rates and open interest, plus LINK/BTC and LINK/ETH cross pairs for flow shifts on major venues. Source: Binance; Bybit; OKX. For validation, watch for a listing exchange docket (e.g., NYSE Arca or Cboe) and any Bitwise S-1 or 8-A updates to appear on EDGAR. Source: U.S. SEC EDGAR; NYSE Arca; Cboe Global Markets.

According to Farside Investors, the Bitwise Bitcoin ETF recorded a daily flow of US$12.7 million reported on August 22, 2025, source: Farside Investors. According to Farside Investors, 10% of profits from this product are directed to Bitcoin developers, with full data and disclaimers available at https://t.co/04S8jMGl07, source: Farside Investors.

According to @rovercrc, Bitwise has confirmed completion of the first-ever in-kind redemption for its Bitcoin ETF, reported on Aug 22, 2025, source: @rovercrc on X. In-kind redemptions deliver underlying bitcoin to an authorized participant instead of selling for cash, a structure ETFs use to minimize capital gains distributions and trading costs, source: SEC Investor Bulletin on Exchange-Traded Funds. Because the ETF transfers BTC rather than selling in the open market, in-kind redemptions are designed to limit market impact and support tighter ETF-NAV alignment via the AP arbitrage process, source: BlackRock iShares ETF education and CFA Institute ETF Primer. The Bitwise Bitcoin ETF (ticker BITB) offers standard creation and redemption mechanisms disclosed in its fund materials, which traders monitor alongside NAV premiums/discounts and flow metrics to gauge liquidity conditions, source: Bitwise Asset Management fund documentation.