According to @Matt_Hougan, crypto ETF success hinges on a passionate minority rather than broad but weak approval, meaning products with intense buyer conviction can scale AUM and liquidity faster than those with diffuse interest, source: @Matt_Hougan, X, Nov 13, 2025. For trading BTC and ETH ETFs, prioritize conviction signals such as concentrated early net inflows, sustained share creations over multiple weeks, tightening bid-ask spreads, and rising share turnover instead of relying on median sentiment, source: @Matt_Hougan, X, Nov 13, 2025. Disagreement and volatility are not failure signals, but apathy is, so flat AUM, low primary market activity, and fading volume should be treated as red flags for ETF viability and liquidity, source: @Matt_Hougan, X, Nov 13, 2025. Traders can apply this by screening new or niche ETFs for evidence of a committed cohort consistently adding shares and building liquidity leadership versus peers, source: @Matt_Hougan, X, Nov 13, 2025. Risk management should avoid ETFs showing persistent stagnation in creations and volume despite visibility, as Hougan notes ETFs die from apathy, source: @Matt_Hougan, X, Nov 13, 2025.

According to @KobeissiLetter, the VanEck Semiconductor ETF SMH recorded a weekly inflow of $1.3 billion, surpassing its previous high of $1.2 billion from Q1 2022 and more than doubling this year's weekly average, source: The Kobeissi Letter on X, Nov 12, 2025. At the same time, the 3x leveraged Nasdaq 100 fund TQQQ saw $1.2 billion in net inflows, source: The Kobeissi Letter on X, Nov 12, 2025. US-listed ETFs took in $43.0 billion for the week, lifting year-to-date inflows to a record $1.14 trillion, source: The Kobeissi Letter on X, Nov 12, 2025. The source characterizes investor appetite for tech stocks as extremely strong, underscoring concentrated positioning in semiconductors and leveraged Nasdaq 100 exposure, source: The Kobeissi Letter on X, Nov 12, 2025.

According to @GracyBitget, the U.S. government shutdown has been resolved and a bipartisan crypto bill placing oversight under the CFTC is taking shape, improving regulatory clarity for digital assets; source: X/@GracyBitget. She reports that spot Bitcoin ETFs saw $524M of net inflows yesterday, the highest in three weeks, signaling returning institutional capital; source: X/@GracyBitget. Economic Times adds that the shutdown deal lifted crypto market optimism and supported a BTC rebound, aligning with expectations that easing macro uncertainty can strengthen institutional confidence; source: Economic Times.

According to @FarsideUK, Franklin’s Bitcoin ETF posted a daily net flow of US$0 million today. Source: https://twitter.com/FarsideUK/status/1988410256280457483 https://farside.co.uk/btc/ Per Farside Investors’ Bitcoin ETF flow definitions, a US$0 million reading indicates no net creations or redemptions for the day. Source: https://farside.co.uk/btc/ The update is dated Nov 12, 2025, and values are reported in US dollars. Source: https://twitter.com/FarsideUK/status/1988410256280457483

According to @FarsideUK, the Bitwise Solana ETF (BSOL) recorded a US$5.9 million net inflow, based on Farside Investors’ Solana ETF flow tracker at farside.co.uk/sol (source: Farside Investors). A positive daily flow indicates net share creations exceeded redemptions for BSOL that day as reflected in the flow tracker’s reporting (source: Farside Investors). Traders can reference this verified primary-market flow to gauge incremental demand for SOL exposure via regulated funds, with the full dataset and disclaimers available at farside.co.uk/sol (source: Farside Investors).

According to @GracyBitget, Bitcoin’s price is now primarily driven by U.S. liquidity and Wall Street-led ETF inflows, while non-U.S. capital has tilted toward gold and equities, consistent with 2025 strength in gold, AI-related U.S. stocks, and China’s equity index, source: Gracy Chen on X, Nov 10, 2025, and Forbes, Nov 8, 2025. She highlights two potential catalysts for a new BTC bull leg: an end to the U.S. government shutdown around Nov 14 based on Polymarket odds, which could restart fiscal outlays and ease liquidity, and a December Federal Reserve shift that halts QT and begins rate cuts, source: Gracy Chen on X, Nov 10, 2025, and the Polymarket prediction market cited by Chen. Under these conditions, she reiterates a projection that BTC could make a run at new all-time highs with a path toward 150K after policy easing, noting her earlier 130K–200K scenario as contingent on liquidity returning, source: Gracy Chen on X, Nov 10, 2025. Trading takeaway: track daily U.S. spot BTC ETF net flows, shutdown resolution odds, FOMC signals on QT and cuts, and cross-asset flows into gold and AI equities to time BTC beta exposure, source: Gracy Chen on X, Nov 10, 2025, and Forbes, Nov 8, 2025.

According to @GracyBitget, BTC price action is now primarily dictated by US domestic liquidity, with Wall Street-led institutional flows via spot BTC ETFs increasingly setting direction (source: @GracyBitget; Forbes). She adds that capital from Europe, the Middle East, and Asia tends to favor gold and equities, which she argues helps explain this year’s strength in gold, US AI stocks, and China’s STAR 50 index (source: @GracyBitget). As a near-term catalyst, she points to Polymarket odds that the US government shutdown could end around Nov 14, which would restore fiscal outlays and ease liquidity pressure (source: @GracyBitget citing Polymarket). She further argues that if the Federal Reserve halts quantitative tightening in December and begins a rate-cut cycle, BTC should be among the first risk assets to benefit due to its high sensitivity to liquidity (source: @GracyBitget). On targets, she reiterates that once fiscal spending resumes and the Fed turns dovish, BTC can exceed $130,000 and attempt $150,000–$200,000, framing the timing as this Q4 or next Q1 (source: @GracyBitget). She discloses a fully allocated crypto position while noting NFA, underscoring conviction in a new BTC all-time high if liquidity pivots as outlined (source: @GracyBitget).

According to @CoinMarketCap, Bitwise's Solana ETF attracted over USD 126 million in its first full week of trading and recorded eight consecutive days of inflows, source: @CoinMarketCap. During the same period, Bitcoin and Ethereum funds shed a combined USD 2.6 billion, source: @CoinMarketCap.

According to the source, Bitwise’s new Solana ETF attracted over 126 million dollars in net inflows during its first full week of trading, while Bitcoin and Ethereum funds saw net outflows in the same period, source: the source. Historically, sustained ETF inflows have coincided with relative strength in the underlying asset, as observed with US spot BTC ETFs in early 2024 based on SEC EDGAR flow disclosures and Bloomberg Intelligence tracking, source: SEC EDGAR; Bloomberg Intelligence. Traders can monitor SOL versus BTC and ETH spot volume leadership and perp funding spreads for rotation confirmation given the documented linkage between ETF flow momentum and price leadership, source: Bloomberg Intelligence.

According to the source, the Bitwise Solana ETF is seeing steady demand while Bitcoin and Ethereum funds are shedding assets, indicating divergent ETF flows within large-cap crypto exposure. Based on the source report, this flow split highlights relative ETF investor demand favoring SOL over BTC and ETH on a near-term basis, a dynamic traders often translate into monitoring cross-pairs and rotation. Given the source-reported flow pattern, traders can focus on SOL/BTC and SOL/ETH relative strength, track ETF creation/redemption data, and watch liquidity around U.S. hours for confirmation of the rotation signal.

According to @FarsideUK, the Grayscale Bitcoin ETF recorded a daily net flow of $0 million on its US Bitcoin ETF flow dashboard at farside.co.uk/btc. According to @FarsideUK, the $0 million print denotes no net inflow or outflow for the day for Grayscale on that tracker (farside.co.uk/btc). According to @FarsideUK, the full dataset and disclaimers are available at farside.co.uk/btc.

According to @FarsideUK, the Bitwise Solana ETF (BSOL) has recorded eight consecutive trading days of positive net inflows. According to @FarsideUK, total net inflows reached $312.1 million with an average of $39 million per day over the first eight sessions, based on Farside Investors’ Solana ETF flow tracker.

According to @FarsideUK, US Ethereum ETFs posted a total net inflow of $12.5 million on 2025-11-06, with ETHA +$8.0M, FETH +$4.9M, ETHW +$3.1M, ETHE -$3.5M, and TETH/ETHV/QETH/EZET/ETH at $0 (source: Farside Investors tweet on Nov 7, 2025 and farside.co.uk/eth). Farside Investors provides the full dataset and disclaimers on its Ethereum ETF flow tracker (source: farside.co.uk/eth).

According to Farside Investors, the Bitwise Bitcoin ETF recorded a daily net inflow of $5.5 million (source: Farside Investors @FarsideUK). According to Farside Investors, 10% of profits from this product are directed to Bitcoin developers (source: Farside Investors @FarsideUK).

According to Farside Investors, the Bitcoin ETF Daily Flow for the Grayscale Bitcoin ETF was $0 million on Nov 6, 2025, per the firm's ETF flow dashboard (source: Farside Investors). According to Farside Investors, a $0 million reading indicates the Grayscale Bitcoin ETF recorded no reported daily flow in U.S. dollars for the session (source: Farside Investors). According to Farside Investors, full data and methodology are available on the firm's Bitcoin ETF flows page used by market participants for tracking ETF-driven activity (source: Farside Investors).

According to @Ashcryptoreal, a potential BTC path starts with a drop toward 83,000–86,000 as early holders offload, outlining a near-term support zone traders may monitor for liquidity and reversal signals, Source: @Ashcryptoreal on X, Nov 6, 2025. He then expects a slow recovery with heavy shorting on a perceived dead-cat bounce, creating short-squeeze risk that could fuel upside momentum, Source: @Ashcryptoreal on X, Nov 6, 2025. The scenario ties sustained upside to rising spot Bitcoin ETF inflows, with BTC reclaiming and briefly exceeding 100,000 before a pullback below 100,000 that shakes out late bulls, Source: @Ashcryptoreal on X, Nov 6, 2025. He projects consolidation followed by a new all-time high breakout, aggressive spot bidding pushing BTC toward 150,000 and later above 180,000, with ETH advancing toward 8,000 and broad altcoin outperformance, Source: @Ashcryptoreal on X, Nov 6, 2025. The roadmap highlights sentiment whipsaws (bull capitulation, bear traps, OG FOMO) as catalysts for trend continuation and an altseason rotation, Source: @Ashcryptoreal on X, Nov 6, 2025. Key trading markers from this view include 83,000–86,000 as support, psychological resistance and liquidity around 100,000, breakout continuation zones toward 150,000–180,000, and spot ETF flow momentum as a confirmation input, Source: @Ashcryptoreal on X, Nov 6, 2025.

According to Farside Investors (@FarsideUK), the Bitwise Solana ETF (BSOL) took in approximately 262 million dollars of net inflows over its first five trading days as of November 4, 2025, based on its ETF flow tracker, indicating strong early capital allocation into Solana exposure via the fund, source: Farside Investors X post dated Nov 4, 2025 and Farside Solana ETF flow tracker. Farside Investors reports daily BSOL flow data on its website for ongoing monitoring of net inflows and AUM, source: Farside Solana ETF flow tracker by Farside Investors.

According to @FarsideUK, the Bitwise Solana ETF (ticker: BSOL) recorded $197 million of net inflows over its first four trading days, based on Farside Investors’ flow tracker and its X post on Nov 1, 2025 (source: Farside Investors via X and farside.co.uk/sol). According to @FarsideUK, the $197 million figure reflects cumulative net creations into BSOL during the period as reported on the Farside Investors Solana ETF flows page (source: Farside Investors via farside.co.uk/sol). According to @FarsideUK, traders tracking SOL may monitor the Farside daily flow prints for BSOL to gauge primary-market demand for regulated Solana exposure (source: Farside Investors via X and farside.co.uk/sol).

According to @KobeissiLetter, passive equity funds across developed and emerging markets recorded approximately $140 billion in net inflows last week, ranking among the largest weekly totals in at least a decade, source: @KobeissiLetter. The prior week posted roughly $185 billion of net inflows into passive equity funds, the second-largest weekly tally over the same period, source: @KobeissiLetter. In contrast, active funds saw about $50 billion in net outflows in each of the last two weeks, indicating persistent redemptions from active strategies, source: @KobeissiLetter. The 4-week average of net inflows into global equity funds reached about $135 billion two weeks ago, the highest since the 2021 peak, underscoring strong momentum in passive investing, source: @KobeissiLetter. The source does not provide cryptocurrency market data or direct crypto impact in this update, source: @KobeissiLetter.

According to Farside Investors, the Bitwise Solana ETF (BSOL) recorded $152.5 million of inflows over its first three trading days. According to the same source, this cumulative figure was reported on October 31, 2025.