According to @KobeissiLetter, total AUM in leveraged equity ETFs has exceeded $1.6 billion, the highest since September 2022. According to @KobeissiLetter, this level is among the highest in years and trails only the $1.8 billion peak reached three years ago. According to @KobeissiLetter, assets in these leveraged funds have risen by about $700 million or 74% since April. According to @KobeissiLetter, 1-year inflows into leveraged equity ETFs hit their highest level in at least 12 months. According to @KobeissiLetter, the largest 1-year inflow occurred in leveraged ETFs tied to gold miners. Based on these risk-on metrics reported by @KobeissiLetter, crypto traders can monitor cross-asset sentiment as an input for positioning and volatility management.

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 Farside Investors, GBTC (Grayscale) recorded $0 million in daily flow on Sep 30, 2025, reported in USD (source: Farside Investors, https://farside.co.uk/btc/). The figure is published on Farside Investors' Bitcoin ETF flow tracker, which reports daily net flows for US Bitcoin ETFs (source: Farside Investors, https://farside.co.uk/btc/).

According to @EricBalchunas, VOO will still see inflows. Source: Eric Balchunas on X, Sep 29, 2025. The post offers no additional data or metrics beyond the expectation of continued inflows, indicating a sentiment-based view rather than a quantified flow estimate. Source: Eric Balchunas on X, Sep 29, 2025. No specific crypto market implications were mentioned in the source. Source: Eric Balchunas on X, Sep 29, 2025.

According to @FarsideUK, the Solana ETF SSK (REX-Osprey) registered US$10.6 million in daily flow on Farside’s Solana ETF tracker. Source: https://twitter.com/FarsideUK/status/1971733978773082592, https://farside.co.uk/sol/ Farside’s dashboard tracks daily flows in USD for covered Solana funds, providing fund-level creations and redemptions data for traders. Source: https://farside.co.uk/sol/ In standard ETF mechanics, net creations involve authorized participants delivering cash or securities to the fund, after which the fund acquires the underlying exposure; with cash creations this typically results in buy orders in the underlying asset. Source: https://www.sec.gov/about/investor-bulletins/ib_etfs, https://www.ishares.com/us/financial-professionals/en/insights/etf-creation-redemption For trading, monitor SOL spot volume, basis, and perpetual funding for potential flow-through effects around the US cash session following this print, as these metrics reflect demand imbalances and positioning. Source: https://academy.binance.com/en/articles/what-are-funding-rates For full fund-by-fund Solana ETF flow tables, methodology, and disclaimers, use Farside’s live dashboard. Source: https://farside.co.uk/sol/

According to @FarsideUK, BlackRock’s US Bitcoin ETF recorded a positive daily net flow of 79.7 million US dollars in the latest update on Sep 26, 2025; source: Farside Investors https://twitter.com/FarsideUK/status/1971421616023216617 and https://farside.co.uk/btc/. Farside Investors’ dashboard lists issuer-level and aggregate US Bitcoin ETF flows, allowing traders to contextualize single-issuer moves within total market flows; source: Farside Investors https://farside.co.uk/btc/. For trading context, compare BlackRock’s 79.7 million inflow with the day’s total net flow across all issuers on the same dashboard to gauge whether demand is concentrated or broad-based; source: Farside Investors https://farside.co.uk/btc/. Data and disclaimers are available on the Farside page; source: Farside Investors https://farside.co.uk/btc/.

According to @BullTheoryio, the current move is a liquidity rotation, not a crash: BTC is holding near its two‑day dump levels while SOL, ETH, AVAX, and BNB have broken prior liquidation levels, indicating Bitcoin leadership. Source: @BullTheoryio. ETF inflows are accelerating and Bitcoin dominance is rising, signaling liquidity preference for BTC over altcoins and a hierarchy of bottom formation. Source: @BullTheoryio. The author states BTC may have set a floor near 107,000 USD and could break its all‑time high within 4–5 weeks, which, if realized, would extend the cycle runway. Source: @BullTheoryio. The trading setup framed by the author is BTC overweight versus large‑cap and mid‑cap altcoins until dominance and ETF flow trends reverse, with an expected bottoming sequence of BTC first, then large caps like SOL and AVAX, followed by midcaps. Source: @BullTheoryio.

According to Glassnode, Bitcoin shows post-FOMC exhaustion as long-term holders realized 3.4M BTC in profit, indicating distribution into strength, source: Glassnode. According to Glassnode, spot BTC ETF inflows have slowed, reducing a key demand pillar, source: Glassnode. According to Glassnode, both spot and futures markets are weak, underscoring fragile market structure, source: Glassnode. According to Glassnode, the $111K short-term holder (STH) cost basis is the critical support; a breakdown would elevate downside risk, source: Glassnode.

According to Farside Investors (@FarsideUK), Bitcoin ETF net flows totaled 241 million USD on 2025-09-24 based on its daily tracker at farside.co.uk/btc, Source: Farside Investors (@FarsideUK), 2025-09-24, farside.co.uk/btc. According to Farside Investors (@FarsideUK), fund-level flows were IBIT plus 128.9 million, ARKB plus 37.7 million, FBTC plus 29.7 million, BITB plus 24.7 million, BTC plus 13.6 million, and HODL plus 6.4 million, while BTCO, EZBC, BRRR, BTCW, and GBTC registered 0 for the day, Source: Farside Investors (@FarsideUK), 2025-09-24, farside.co.uk/btc. According to Farside Investors (@FarsideUK), the reported table aggregates daily creations and redemptions in USD to a net positive 241 million for 2025-09-24, providing a clear snapshot of ETF demand for BTC exposure, Source: Farside Investors (@FarsideUK), 2025-09-24, farside.co.uk/btc.

According to @FarsideUK, Ark’s US Bitcoin ETF recorded a daily flow of US$37.7 million on Sep 24, 2025, indicating the latest issuer-level movement in US spot BTC ETFs; source: Farside Investors (@FarsideUK) tweet dated Sep 24, 2025 and farside.co.uk/btc. Farside Investors directs readers to its Bitcoin ETF flows page for the complete dataset and disclaimers that underpin the daily flow figures used by traders; source: Farside Investors (@FarsideUK) tweet and farside.co.uk/btc.

According to the source, a new report claims the number of crypto millionaires and billionaires is at a record high following Bitcoin’s surge this year. Historical cycle data show wealth created at BTC highs often rotates into large‑cap altcoins within 2–8 weeks, per CoinMarketCap and TradingView historical market data. If confirmed, rising wealth concentration typically coincides with higher Realized Profit, elevated SOPR, and a thinning long‑term holder supply share in bull phases, per Glassnode on‑chain metrics. New wealth also tends to correlate with stronger exchange net inflows and higher perpetual funding during risk‑on periods, per CryptoQuant data and Binance derivatives statistics. For positioning, monitor BTC dominance, stablecoin netflows, and U.S. spot BTC ETF creations and redemptions that have correlated with price advances during multiple 2024 impulse legs, per BlackRock iShares Bitcoin Trust disclosures and SEC filings.

According to @caprioleio, multi-year Bitcoin holders are selling, driving long-term holder (LTH) metrics lower while institutions are buying, creating opposing supply-demand forces that traders should track for positioning (source: @caprioleio on X). For execution, monitor the balance between declining on-chain LTH supply and signs of institutional accumulation to gauge near-term directional risk and volatility in BTC (source: @caprioleio on X).

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 @rovercrc, BlackRock just bought $246.1 million in Bitcoin (BTC), source: @rovercrc on X. The post provides no accompanying official confirmation or regulatory filing, so the claim is unverified as of now, source: @rovercrc on X. Traders should seek confirmation via the iShares Bitcoin Trust (IBIT) daily creations/redemptions and the fund’s daily holdings updates on the BlackRock iShares website, source: BlackRock iShares IBIT fund page. Additional cross-checks include ETF flow prints on major market venues and the reported holdings for IBIT, which together would substantiate net spot demand of roughly $246.1 million if reflected in the same-day data, source: Nasdaq ETF listings and BlackRock iShares IBIT daily holdings.

According to the source, the SEC has set crypto ETF listing standards that could open the floodgates for new products, as indicated in a social media post dated Sep 19, 2025, and the source cautions that price impact may be uneven across assets and issuers. The source advises traders to watch registration effectiveness dates, exchange listing approvals, first-day AUM, spreads, and volumes to identify which ETFs attract inflows and liquidity, per the same post. The source further indicates that dispersion may favor products linked to deeper underlying liquidity and established service providers, so the source recommends tracking order book depth, creation-redemption activity, and primary-market flow metrics around launch windows to manage slippage and basis risk.

According to @FarsideUK, US spot Bitcoin (BTC) ETFs saw total net inflows of $163 million on 2025-09-18, comprised of FBTC +$97.4M, ARKB +$25M, BITB +$12.8M, BTCO +$3.5M, EZBC +$6.8M, HODL +$6.6M, and BTC +$10.9M, while IBIT, GBTC, BRRR, and BTCW posted $0 and no outflows were reported (source: Farside Investors, farside.co.uk/btc). Inflow concentration was led by FBTC capturing about 60% of the day’s net total and ARKB about 15%, with 7 of 11 funds positive and aggregate inflows excluding FBTC at $65.6M, indicating broad but top-heavy demand across issuers (source: Farside Investors).

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 Eric Balchunas, US stocks are up 2.3% month-to-date in September despite the S&P 500’s historically weak September seasonality, with momentum aided by a Federal Reserve rate cut and strong ETF inflows (source: Eric Balchunas on X, Sep 16, 2025). According to the same source, he cautions there is still time left in the month, so traders should keep tracking SPX MTD performance and ETF flow trends as highlighted in his post (source: Eric Balchunas on X, Sep 16, 2025).

According to @EricBalchunas, the ARK Innovation ETF (ARKK) recorded big inflows again, indicating notable investor demand for the fund, source: @EricBalchunas on X, Sep 16, 2025. According to @EricBalchunas, a short-term, Remora-like hedge fund that briefly entered ARKK to tap IPO-related activity earned about a 4% return during the single week it was in the fund, source: @EricBalchunas on X, Sep 16, 2025. No cryptocurrencies are mentioned in the post, and no direct crypto-market impact is specified, source: @EricBalchunas on X, Sep 16, 2025.

According to Farside Investors, Franklin recorded a US$3.3 million net inflow in U.S. Bitcoin ETF daily flows on Sep 16, 2025, indicating a positive daily net movement for that fund (source: Farside Investors tweet and dashboard at farside.co.uk/btc). According to Farside Investors, the full dataset, methodology, and disclaimers are available for verification at farside.co.uk/btc (source: Farside Investors). According to Farside Investors, the reported figure is USD-denominated and pertains specifically to Franklin within the U.S. Bitcoin ETF cohort (source: Farside Investors).