According to @FarsideUK, BlackRock’s US Bitcoin ETF recorded a daily flow of US$42.2 million, as reported on the Farside Investors BTC ETF flow tracker (source: @FarsideUK; source: Farside Investors). This datapoint refreshes the latest US spot BTC ETF flow reading, with full dataset and disclaimers available at farside.co.uk/btc for verification (source: Farside Investors).

According to @simplykashif, Larry Fink pivoted from skepticism to championing BlackRock’s iShares Bitcoin Trust (IBIT), which led U.S. spot BTC ETFs by assets and net inflows in 2024, signaling accelerating institutional adoption (source: BlackRock iShares product data). Fink cited strong client demand as the catalyst for filing a spot Bitcoin ETF, underscoring that BlackRock responds to investor allocation needs (source: Fox Business interview, July 2023). Regulatory clarity after the U.S. SEC’s Jan 10, 2024 approval of spot Bitcoin ETFs, combined with IBIT’s surveillance-sharing arrangement via Nasdaq and Coinbase Custody for secure storage, reduced perceived operational and market integrity risks (source: U.S. SEC approval orders; IBIT S-1; Nasdaq rule filing). Fink has also framed Bitcoin as “digital gold” and a potential “flight to quality” asset, reinforcing the long-term portfolio thesis for BTC allocations (source: Fox Business interviews, 2023). For traders, daily ETF creations/redemptions, cumulative net inflows, and turnover in IBIT have been actionable indicators of spot demand and liquidity conditions in BTC since launch (source: BlackRock iShares daily flow data; SEC ETF creation/redemption mechanics in IBIT S-1).

According to @FarsideUK, Franklin Templeton's Solana ETF $SOEZ has been added to the Farside ETF Flow dashboard, source: Farside Investors on X and Farside.co.uk SOL ETF flow dashboard. According to @FarsideUK, Bitwise's Solana ETF $BSOL has recorded $574 million cumulative net inflows since its Oct 28, 2025 launch and has had no outflow days to date, source: Farside Investors on X and Farside.co.uk SOL ETF flow dashboard. According to @FarsideUK, the dashboard provides daily net flows and cumulative totals for SOL spot ETFs for trading analysis, source: Farside.co.uk SOL ETF flow dashboard.

According to Eric Balchunas, the S&P 500 has logged its seventh consecutive up month since what he calls Liberation Day, signaling persistent upside momentum in U.S. equities, source: Eric Balchunas on X, December 3, 2025. He states that if December finishes higher, it would be only the fourth such occurrence in the 32 years since SPY launched, underscoring the rarity of the potential eight-month streak, source: Eric Balchunas on X, December 3, 2025. Balchunas adds that while many columnists and economists were bearish, ETF investors continued to pour capital, aligning flows with the market’s advance, source: Eric Balchunas on X, December 3, 2025. For trading, the combination of a multi-month SPX uptrend and supportive ETF flows indicates sustained risk-on sentiment that cross-asset traders can monitor as a gauge for positioning, including potential implications for digital assets’ risk appetite, source: Eric Balchunas on X, December 3, 2025.

According to Farside Investors, Fidelity’s US spot Bitcoin ETF (FBTC) recorded a net daily inflow of $67 million, based on the firm’s X post on Dec 2, 2025 and its Bitcoin ETF flow dashboard at farside.co.uk/btc (source: Farside Investors X post; Farside Investors ETF flow page).

According to Farside Investors, the VanEck U.S. spot Bitcoin ETF recorded $0 million in net daily flow, indicating no primary-market creations or redemptions from the fund today (Source: Farside Investors, farside.co.uk/btc/). According to Farside Investors, 5% of profits from this VanEck Bitcoin ETF are allocated to Bitcoin developers, as noted alongside the dataset and disclosures (Source: Farside Investors, farside.co.uk/btc/). According to Farside Investors, the dashboard aggregates U.S. spot BTC ETF flows, allowing real-time tracking of issuer-level net flows for trading context (Source: Farside Investors, farside.co.uk/btc/).

According to @glassnode, Bitcoin shows early stabilization as the relative strength index rebounds and cumulative volume delta turns positive, while spot market volume, on-chain activity, and liquidity remain weak, source: Glassnode Market Pulse on X, Dec 1, 2025. According to @glassnode, ETFs are recording net inflows, yet futures positioning is de-risking and flows are dominated by short-term capital, source: Glassnode Market Pulse on X, Dec 1, 2025.

According to the source, a widely viewed X post claims most people will only buy Bitcoin once BTC trades above 100,000, flagging a potential retail FOMO threshold at a round-number breakout, source: X post on Nov 30, 2025. Round-number levels such as 100,000 often concentrate orders and act as liquidity magnets, increasing the odds of stop-runs and fakeouts around the first touch, source: price clustering evidence in the Journal of Financial Markets. For validation, traders can anchor to the prior all-time high near 73,000 from March 2024 and monitor options open interest clustering at the 100,000 strike on Deribit to gauge gamma and volatility risk into the level, source: Bloomberg price data for BTC ATH and Deribit Insights on strike OI concentration. Risk gauges to track into any 100,000 test include perpetual funding rates and US spot Bitcoin ETF net flows, as sustained positive funding and strong ETF inflows supported upside continuation during 2024 rallies, source: major exchanges’ funding dashboards and iShares/Bloomberg ETF flow trackers. In practice, consider planning for both breakout-continuation and liquidity-sweep scenarios around 100,000, using alerts at 80,000, 90,000, and 100,000 with confirmation from funding, options skew, and ETF flow momentum to avoid chasing weak moves, source: trading best practices derived from Glassnode cycle studies and institutional flow monitoring.

According to @WatcherGuru, BlackRock said its Bitcoin ETFs are currently the company’s top source of revenue, as posted on November 29, 2025 (source: @WatcherGuru). Based on @WatcherGuru’s report, traders can monitor creations/redemptions, AUM changes, and trading volumes for BlackRock’s Bitcoin ETFs to inform BTC positioning and liquidity management (source: @WatcherGuru).

According to @FarsideUK, BlackRock’s US Ethereum ETF recorded a 68.3 million USD daily net inflow, based on Farside Investors’ Ethereum ETF flow tracker at farside.co.uk/eth (source: Farside Investors). According to @FarsideUK, the reported value reflects net creations for the day as defined in the methodology and disclaimers on the Farside Ethereum ETF dashboard at farside.co.uk/eth (source: Farside Investors). According to @FarsideUK, traders can review issuer-level daily and cumulative flows on farside.co.uk/eth to gauge ETH demand via spot ETF activity in the US market (source: Farside Investors).

According to Farside Investors (@FarsideUK), US Ethereum ETF total net inflows were $60.8 million on 2025-11-26, based on Farside Investors’ Ethereum ETF flow data. According to Farside Investors, ETHA saw $50.2 million of net inflows, ETH recorded $6.3 million, and ETHW added $4.3 million, while FETH, TETH, ETHV, QETH, EZET, and ETHE were flat at $0 for the session, per Farside Investors. According to Farside Investors, these figures reflect daily net creations/redemptions across the US-listed Ethereum ETFs tracked on its dashboard.

According to @FarsideUK, the Grayscale Bitcoin ETF posted a daily net flow of $0 million today, indicating no reported net creations or redemptions for the fund (source: Farside Investors tweet, Nov 27, 2025; Farside ETF flow dashboard https://farside.co.uk/btc/). For traders, the zero flow implies neutral ETF-driven demand from Grayscale on BTC spot markets today, offering limited directional impulse from this vehicle (source: Farside Investors tweet, Nov 27, 2025; Farside ETF flow dashboard https://farside.co.uk/btc/).

According to @FarsideUK, VanEck’s US spot Bitcoin ETF posted US$0 million net daily flow on Nov 25, 2025. Source: Farside Investors on X (Nov 25, 2025). Farside also states that 5% of profits from this ETF are allocated to Bitcoin developers, highlighting a developer-support pledge tied to the product. Source: Farside Investors on X; Farside BTC ETF flow dashboard farside.co.uk/btc. A zero net flow indicates no net creations or redemptions for VanEck’s fund today, implying no ETF-driven net spot BTC buying or selling from this vehicle. Source: Farside BTC ETF flow dashboard farside.co.uk/btc. Traders tracking BTC liquidity can monitor aggregate US spot Bitcoin ETF flows and cross-fund trends via Farside’s dashboard to assess market-wide flow momentum. Source: Farside BTC ETF flow dashboard farside.co.uk/btc.

According to the source, SOL Strategies’ CEO said protocol crypto treasuries are fading as capital prefers regulated staking ETFs that package staking yield, warning they will eat their lunch (source: public remarks by SOL Strategies CEO on Nov 22, 2025). The CEO stated this rotation could divert inflows from on-chain treasury yield programs toward ETF wrappers, potentially impacting demand dynamics for ETH and SOL where staking yields matter for valuation and liquidity (source: public remarks by SOL Strategies CEO on Nov 22, 2025). The CEO added that convenience and liquidity advantages in ETF structures are the catalysts for the shift, making ETF AUM growth versus protocol treasury balances a key trading metric to watch (source: public remarks by SOL Strategies CEO on Nov 22, 2025).

According to Eric Balchunas, he posted on X on November 21, 2025 referencing this morning’s Bitcoin ETF flows, but the post did not include any inflow, outflow, or net flow figures (source: Eric Balchunas on X). According to Eric Balchunas, the post also did not list specific tickers or totals, so no immediate quantitative trading takeaway can be derived from the post alone (source: Eric Balchunas on X).

According to @FarsideUK, the Bitwise Solana ETF (BSOL) recorded a US$20.1 million daily net flow, based on Farside Investors’ tweet on Nov 21, 2025 and its Solana ETF flows tracker, source: Farside Investors. This figure reflects the day’s net creations/redemptions for BSOL as defined and reported by Farside Investors on its Solana ETF flow page with methodology and disclaimers, source: Farside Investors.

According to @FarsideUK, WisdomTree’s US spot Bitcoin ETF (BTCW) recorded $0 million net daily flow on Nov 19, 2025, indicating no net creations or redemptions for the session. Source: Farside Investors flow tracker at farside.co.uk/btc. For traders, a $0 million reading suggests neutral ETF-driven spot demand from BTCW on the day, keeping primary-market pressure flat for BTC. Source: Farside Investors flow tracker at farside.co.uk/btc.

According to @FarsideUK, Fidelity's FSOL has been added to Farside's Solana ETF flow dashboard. Source: https://farside.co.uk/sol/ The first trading day for FSOL is indicated as Nov 18, 2025. Source: https://twitter.com/FarsideUK/status/1990728753694064803 The dashboard shows BSOL continuing to record net inflows and building a lead in flows. Source: https://farside.co.uk/sol/ Traders can monitor FSOL’s launch and BSOL’s inflow trend on the dashboard to track SOL-linked ETF liquidity. Source: https://farside.co.uk/sol/

According to @simplykashif, Bitcoin’s price dip sits against structural supports including sovereign and corporate buying, stronger miner security, steady ETF demand, resilient long-term holders, accelerating development, and a fixed supply, making these the key factors to track on pullbacks (source: @simplykashif). U.S. spot Bitcoin ETFs were approved in January 2024 and can absorb supply via primary market creations, so traders should monitor daily net creations and redemptions from issuer disclosures and SEC EDGAR to gauge demand intensity during volatility (source: U.S. SEC; BlackRock iShares; Fidelity). Bitcoin’s supply is capped at 21 million by protocol consensus rules, which elevates the importance of inflow metrics and exchange balances when assessing scarcity on dips (source: Bitcoin.org). U.S. CFTC officials have repeatedly stated that BTC is a commodity under the Commodity Exchange Act, supporting the digital commodity framing referenced in the post (source: U.S. CFTC). Sovereign and corporate accumulation examples include El Salvador’s publicly disclosed BTC purchases and MicroStrategy’s ongoing treasury strategy, both of which can influence market liquidity and sentiment on selloffs (source: Government of El Salvador statements; MicroStrategy investor relations). Network security can be proxied by hash rate reported by major mining pools and client telemetry, while long-term holder behavior is measurable via coin age and supply maturity metrics from on-chain analytics providers such as Glassnode (source: major mining pools; Bitcoin Core; Glassnode). For trading execution, prioritize a checklist of daily spot ETF flows, miner hash rate and reserves, long-term holder supply share, sovereign and corporate filings, and dollar and liquidity gauges to distinguish accumulation from distribution during price drawdowns (source: ETF issuer reports; mining pool updates; Glassnode; company filings; Federal Reserve data).

According to @ki_young_ju, the current BTC dip reflects long-term holder rotation, with older Bitcoiners selling to TradFi players expected to hold for the long run. Source: x.com/ki_young_ju/status/1990368321959821508 He states he called the early-year top due to heavy OG whale distribution, but says the market structure has changed as ETFs, MSTR, and other new channels injected fresh liquidity while on-chain inflows remained strong. Source: x.com/ki_young_ju/status/1990368321959821508 He adds the dip is being dragged by OG whales even as sovereign funds, pension funds, multi-asset funds, and corporate treasuries build larger liquidity channels. Source: x.com/ki_young_ju/status/1990368321959821508 He concludes that Bitcoin’s traditional cycle theory is invalid until these liquidity channels slow or stop, making flow dynamics the primary driver to watch for traders. Source: x.com/ki_young_ju/status/1990368321959821508