According to @rovercrc, Bitcoin’s illiquid supply has reached new highs (source: @rovercrc on X, Sep 8, 2025). According to @rovercrc, this highlights scarcity—"not everyone can own 1 Bitcoin"—which traders can factor into assessments of available BTC supply and market liquidity (source: @rovercrc).

According to Cas Abbé (source: X post dated Sep 7, 2025), the dollar is weakening, global M2 is at record levels, and liquidity is expanding. According to the same source, Bitcoin (BTC) has historically been the first asset to respond to such liquidity shifts and this is why BTC has held above $100K. According to Cas Abbé (source: X), liquidity remains the primary driver for the next phase of BTC price action.

According to @lookonchain, Tether minted another $2 billion in USDT, with combined issuance by Tether and Circle reaching $12 billion over the past month, highlighting a sharp expansion in stablecoin float that traders track for liquidity signals (source: Lookonchain on X, Sep 4, 2025). This scale of stablecoin issuance is commonly monitored as a proxy for potential on-exchange buying power and order-book depth in major pairs like BTC and ETH (source: Kaiko research, 2024). Traders should watch USDT and USDC market cap changes, exchange stablecoin balances, and BTC and ETH spot depth to gauge liquidity transmission into prices and derivatives open interest (source: Kaiko research, 2024).

According to @QCPgroup, ETH is riding rotation flows and the digital asset bid is alive, indicating ongoing buy-side demand across crypto markets (source: @QCPgroup on X, Sep 3, 2025).

According to @EmberCN, WLFI market-making tokens are being routed by market makers Jump and DWF into major centralized exchanges (source: @EmberCN on X, Sep 1, 2025). According to @EmberCN, approximately 10,000,000 WLFI moved from the Wlfi official multisig wallet to Gate about two hours prior, with a transaction link provided (source: @EmberCN on X, Sep 1, 2025). According to @EmberCN, Gate will open WLFI trading at 8:00, one hour earlier than most other exchanges opening at 9:00 (source: @EmberCN on X, Sep 1, 2025). According to @EmberCN, this one-hour lead at Gate provides an earlier execution window relative to venues reported to open at 9:00, so traders can monitor Gate order books and the cited 10M WLFI deposit to assess initial liquidity and slippage risk at the 8:00 open (source: @EmberCN on X, Sep 1, 2025).

According to @rovercrc, a crypto whale purchased approximately $163,000,000 worth of BTC, flagged as a large spot-buy alert for short-term traders, but no confirming details were provided in the post (source: @rovercrc on X, Aug 30, 2025). The post does not include a transaction hash, wallet address, or exchange venue to independently verify the buy, so the flow should be treated as unconfirmed until corroborated by on-chain data or exchange prints (source: @rovercrc on X, Aug 30, 2025). No specific execution timestamp beyond the posting time was disclosed, limiting immediate order book and liquidity analysis based solely on this claim (source: @rovercrc on X, Aug 30, 2025).

According to @MilkRoadDaily, regulators are paying closer attention because growth in stablecoin supply is influencing how the U.S. government borrows money (source: @MilkRoadDaily, Aug 26, 2025). The post states that when stablecoin supply rises, more U.S. Treasuries are purchased via stablecoin reserve allocations, which makes U.S. borrowing cheaper by increasing demand for government debt (source: @MilkRoadDaily; report credit referenced to David Duong and Coinbase Research). The full analysis is referenced by @MilkRoadDaily, indicating a data-backed link between stablecoin supply and Treasury demand that is directly relevant for trading and macro-liquidity monitoring (source: @MilkRoadDaily).

According to Farside Investors, WisdomTree’s US spot Bitcoin ETF recorded a net daily flow of $0 million on Aug 26, 2025, indicating no net creations or redemptions for the session; source: https://twitter.com/FarsideUK/status/1960130480600170807 and https://farside.co.uk/bitcoin-etf-flows/. Under ETF mechanics, a zero net flow typically reflects neutral primary-market activity and implies limited direct buy or sell pressure on spot BTC from this vehicle that day; source: https://www.sec.gov/oiea/investor-alerts-and-bulletins/ib_etfs. Farside’s dashboard provides issuer-level and aggregate US spot Bitcoin ETF flows that traders can consult for broader market impact; source: https://farside.co.uk/bitcoin-etf-flows/.

According to @FarsideUK, WisdomTree’s Bitcoin ETF recorded 0 million USD in daily net flow on August 20, 2025, reported in USD terms (source: Farside Investors on X; data and disclaimers: farside.co.uk/btc/). With a flat daily flow, this issuer showed no net subscriptions or redemptions for that session, a neutral read on ETF-driven BTC demand from WisdomTree specifically (source: Farside Investors flow dashboard at farside.co.uk/btc/).

According to @FarsideUK, the Grayscale Ethereum ETF (ETH) posted a US$88 million net outflow on Aug 19, 2025, based on Farside Investors’ daily flow data (source: Farside Investors tweet https://twitter.com/FarsideUK/status/1957924101399470205 and data hub https://t.co/FppgUwAthD). This net outflow reflects that redemptions exceeded creations for the fund that day, consistent with the ETF framework where net flow equals creations minus redemptions (source: U.S. SEC Investor Bulletin on ETFs https://www.investor.gov/introduction-investing/investing-basics/investment-products/exchange-traded-funds-etfs). In cash redemption models, meeting redemptions involves selling underlying assets to raise cash, linking ETF flow direction to underlying market supply mechanics (source: U.S. SEC Investor Bulletin on ETFs https://www.investor.gov/introduction-investing/investing-basics/investment-products/exchange-traded-funds-etfs).

According to @rovercrc, the Federal Reserve has ended its supervision program for U.S. banks’ Bitcoin and crypto activities, but the post provides no official Federal Reserve announcement or SR letter, so the claim is unverified and should be treated as headline risk until confirmed. Source: Crypto Rover on X (Aug 16, 2025). The Federal Reserve previously launched the Novel Activities Supervision Program in August 2023 to oversee state member banks’ crypto-asset, distributed ledger, and stablecoin activities, alongside supervisory guidance on dollar stablecoin activities (SR 23-8). Source: Federal Reserve Board press release (Aug 8, 2023) and SR 23-8 (Aug 8, 2023). Traders should wait for confirmation via an official Federal Reserve Board press release or an updated SR/CA letter—consistent with how the NASP and SR 23-8 were announced on Aug 8, 2023—before repositioning in BTC or U.S. crypto-exposed equities. Source: Federal Reserve Board press release (Aug 8, 2023) and SR 23-8 (Aug 8, 2023).

According to Farside Investors, US spot Bitcoin ETFs recorded a total net outflow of $14.1 million on 2025-08-15, with IBIT +$114.4 million, ARKB -$46.7 million, GBTC -$81.8 million, and all other listed funds (FBTC, BITB, BTCO, EZBC, BRRR, HODL, BTCW) showing 0 flow, source: Farside Investors (farside.co.uk/btc). The composition shows IBIT’s inflow largely offset ARKB and GBTC redemptions, resulting in only a modest net redemption on the day based on the reported figures, source: Farside Investors (farside.co.uk/btc). Excluding GBTC, the combined net flow was +$67.7 million, reflecting net subscriptions among other issuers as calculated from the same dataset, source: Farside Investors (farside.co.uk/btc). These daily ETF flow readings are trading-relevant for tracking BTC primary-market demand via US spot ETFs on the stated date, based solely on the provider’s compilation, source: Farside Investors (farside.co.uk/btc).

According to @FarsideUK, WisdomTree’s US spot Bitcoin ETF recorded a daily net flow of $0 million on Aug 15, 2025, source: @FarsideUK farside.co.uk/btc. For traders, a $0m print indicates neutral ETF-led net demand from that issuer for the session, keeping aggregate flow impact on BTC spot conditions flat for that product, source: @FarsideUK farside.co.uk/btc.

According to @FarsideUK, Fidelity’s U.S. spot Bitcoin ETF (FBTC) recorded a US$26.7 million net inflow in the latest daily update on August 14, 2025, as published by Farside Investors and reflected on farside.co.uk/btc, source: Farside Investors. According to @FarsideUK’s referenced dataset, daily net inflows indicate primary-market share creations that typically require authorized participants to source the underlying BTC, linking ETF demand to spot buying activity, source: U.S. Securities and Exchange Commission ETF Investor Bulletin and Farside Investors. According to @FarsideUK and corroborating market research, cumulative U.S. spot Bitcoin ETF net inflows have been documented to correlate with BTC performance in 2024, making issuer-level flow prints like FBTC’s relevant for short-term positioning, source: Coin Metrics State of the Network and Farside Investors.

According to @lookonchain, Pumpfun bought back 175.3M PUMP worth $705K in the past 4 hours. According to @lookonchain, Pumpfun has cumulatively repurchased 7.66B PUMP worth $30.65M, equal to 0.766% of the total supply.

According to Farside Investors, Fidelity’s US spot Bitcoin ETF posted a daily net flow of USD 0 million on August 13, 2025, based on their Bitcoin ETF flow tracker, source: Farside Investors. With zero net inflows or outflows reported, Fidelity added no incremental buy or sell pressure to BTC via ETF creations or redemptions for the session, source: Farside Investors. Traders can reference the full dataset and methodology on the Farside Investors Bitcoin ETF flows page to monitor broader US spot Bitcoin ETF activity, source: Farside Investors.

According to @FarsideUK, the WisdomTree Bitcoin ETF BTCW recorded 0 USD net daily flow on 12 Aug 2025, based on Farside Investors’ Bitcoin ETF daily flow tracker. Source: Farside Investors https://farside.co.uk/btc/; Farside Investors on X https://twitter.com/FarsideUK/status/1955411812817543421 A zero flow reading indicates no net creations or redemptions for BTCW that day, reflecting neutral ETF primary-market activity relevant to BTC spot demand via the ETF channel. Source: U.S. SEC Investor Bulletin on Exchange-Traded Funds https://www.sec.gov/investor/pubs/etfs.htm

According to Miles Deutscher, Spot ETH ETFs recorded $1.02 billion in net inflows yesterday, marking a new all-time high for daily flows. Source: Miles Deutscher on X, Aug 12, 2025. He describes this as a structural bid from the world’s largest asset managers, indicating persistent institutional demand that can underpin ETH market liquidity in the near term. Source: Miles Deutscher on X, Aug 12, 2025. Traders can monitor ETF flow metrics to track this trend and gauge liquidity conditions in ETH while such inflows persist. Source: Miles Deutscher on X, Aug 12, 2025.

According to @Pentosh1 on X, Tom Lee may have another $20B to allocate to ETH, highlighting a potential liquidity impulse into Ethereum (source: @Pentosh1 on X, Aug 12, 2025). According to @Pentosh1 on X, with ETH’s market cap around one-fifth of BTC, an equivalent dollar inflow could have a larger proportional impact on ETH/BTC performance and order-book depth than on BTC (source: @Pentosh1 on X, Aug 12, 2025). According to @Pentosh1 on X, traders should monitor ETH/BTC, spot flow proxies, and liquidity metrics for confirmation if such allocations materialize (source: @Pentosh1 on X, Aug 12, 2025).

According to @FarsideUK, BlackRock’s US Ethereum ETF recorded 639.8 million USD in daily flow on the latest reading, as reported on Farside’s Ethereum ETF flow dashboard (source: Farside Investors tweet and farside.co.uk/eth). Under the fund’s structure, creations resulting from positive flows lead the sponsor to acquire additional ETH to back new shares, increasing spot demand at the margin (source: BlackRock iShares Ethereum Trust prospectus, SEC filing). Traders monitor these ETF flow prints because creations and redemptions handled by authorized participants directly translate into underlying ETH purchases or sales for the fund, impacting spot market liquidity (source: BlackRock iShares Ethereum Trust prospectus, SEC filing).