According to Eric Balchunas on Twitter, the KDEF (Korean Defense) ETF has gained 100% since its launch just over four months ago, highlighting substantial momentum in the Korean defense sector (Source: @EricBalchunas, Twitter, June 17, 2025). This performance follows the closure of the KPOP ETF and signals increasing investor appetite for niche, defense-focused funds. For crypto traders, the rapid growth of KDEF underscores a broader risk-on sentiment and potential spillover of capital flows into high-growth sectors, including blockchain and digital assets, particularly those with exposure to security or defense-related projects.

According to Eric Balchunas, Tuttle Capital's launch of the $EUAD European Defense ETF just one month before the election has resulted in a 60% gain and attracted $900 million in assets in its first year, a significant milestone for a thematic ETF (Source: Eric Balchunas on Twitter, June 16, 2025). This strong performance in the defense sector highlights investor demand for sector-specific plays with geopolitical relevance, which could influence risk sentiment and capital flows in the broader market, including cryptocurrencies, as traders seek diversification and hedge against volatility.

According to Farside Investors, Bitcoin ETF net inflows reached $1.37 billion for the week ending June 14, 2025, with BlackRock's IBIT leading at $1.1159 billion. Other significant contributors include FBTC at $80 million and BITB at $82.8 million, while ARKB, BTCO, EZBC, and HODL saw moderate positive flows. The robust inflows signal increasing institutional adoption and may drive upward momentum for BTC, as increased ETF demand often correlates with higher spot Bitcoin prices. Traders should monitor these flows closely for signals on BTC price action. Source: Farside Investors (@FarsideUK)

According to Eric Balchunas, the European Defense ETF traded in U.S. markets has surged approximately 60% year-to-date, reflecting heightened investor interest in defense-related assets amid geopolitical tensions (source: Eric Balchunas, Twitter, June 3, 2025). This sharp rally may signal a shift in institutional risk appetite, potentially impacting capital flows into risk-on assets like cryptocurrencies, as traders assess portfolio diversification strategies in response to global macroeconomic trends.