Bitcoin ETPs: Outpace Gold Inflows With $40B Rotation Potential
André Dragosch reports Bitcoin ETPs have drawn more capital than gold ETPs in 2026, highlighting roughly $40 billion in potential inflows from semiconductor ETFs if the AI trade consolidates.
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Bitcoin ETPs have pulled ahead of gold ETPs in net inflows this year, according to André Dragosch.
Dragosch notes roughly $40 billion could still rotate from global semiconductor ETFs into Bitcoin products if the AI trade keeps consolidating.
On the 4h chart, BTC trades at $82785.86 inside the Bollinger Bands with the upper resistance at $84348.39 and lower support at $82349.5. The EMA50 at $83441.1 acts as immediate resistance while the EMA200 at $82330.8 offers deeper support. RSI at 44.97 remains neutral and MACD has printed a bullish golden cross at -0.16, suggesting price may test the upper band before any retracement toward the 50-EMA confluence zone.
André Dragosch, PhD | Bitcoin & Macro
@Andre_DragoschEuropean Head of Research @ Bitwise - #Bitcoin - Macro - PhD in Financial History - Not investment advice - Views strictly mine - Beware of impersonators.