According to The Kobeissi Letter, crypto funds recorded $1.1 billion of net inflows last week, the largest weekly total in seven weeks. According to The Kobeissi Letter, this breaks a four-week stretch of net withdrawals totaling $4.7 billion, signaling a clear reversal in weekly flow momentum. According to The Kobeissi Letter, the United States led with $994 million in inflows and Canada followed with $98 million, implying roughly 90 percent and 9 percent shares of the weekly total, respectively, based on the figures reported. According to The Kobeissi Letter, the $1.1 billion weekly inflow recoups about 23 percent of the prior four-week $4.7 billion outflows, underscoring the magnitude of the rebound in ETF-linked crypto exposure.

According to the source, a Dec 2 recap highlights three market-moving items that require verification before trading: reports that Vanguard now allows crypto ETFs, which could widen retail access and potentially lift spot BTC and ETH ETF inflows if confirmed (source: the provided Dec 2 recap); headlines that Coinbase and Marc Andreessen have been sued, introducing headline risk for COIN and broader exchange-related assets pending court filings or company statements (source: the provided Dec 2 recap); and a stated $1.44 billion reserve at an entity referenced as Strategy, which could affect liquidity or balance-sheet capacity for crypto-linked equities if substantiated (source: the provided Dec 2 recap). Traders should wait for official confirmation via issuer press releases, court dockets, and company disclosures before adjusting exposure to BTC, ETH, and COIN (source: the provided Dec 2 recap).

According to Binance Research, crypto markets remain liquidity-driven, with liquidity funnels across stablecoins, ETFs, and DATs slowing in recent weeks (source: Binance Research on X, Nov 28, 2025). According to Binance Research, markets found relief as December rate-cut odds climbed to around 85 percent, highlighting digital assets’ sensitivity to macro liquidity expectations (source: Binance Research on X, Nov 28, 2025).

According to Farside Investors, the Bitwise Solana ETF (BSOL) recorded a daily flow of US$7.3 million on Nov 18, 2025 (source: Farside Investors, farside.co.uk/sol/). Farside Investors provides historical Solana ETF flow data, methodology, and disclaimers for verification and trend analysis, enabling traders to track fund demand via the BSOL time series (source: Farside Investors, farside.co.uk/sol/).

According to @FarsideUK, Bitwise’s Solana ETF (ticker BSOL) recorded US$65.2 million in daily flow reported on Nov 4, 2025; source: https://twitter.com/FarsideUK/status/1985520370758107218. Full dataset and disclaimers are available on Farside’s Solana ETF tracker for verification; source: https://farside.co.uk/sol/.

According to Farside Investors, the Bitwise Solana ETF (BSOL) posted US$46.5 million in daily flow on Oct 30, 2025, as reported on its Solana ETF data page at farside.co.uk/sol/ and in its X post dated Oct 30, 2025 (source: Farside Investors). Source: Farside Investors lists the US$46.5 million figure as the reported daily flow for BSOL on that date via farside.co.uk/sol/ and its X post (source: Farside Investors).

According to @FarsideUK, the REX-Osprey Solana ETF (SSK) recorded US$0 million net daily flow on Oct 3, 2025, indicating no net creations or redemptions were processed for the session, source: https://farside.co.uk/sol/ and https://twitter.com/FarsideUK/status/1973908373960613925. This zero flow reflects neutral primary-market demand via the ETF channel for SOL on the day, reducing immediate ETF-driven directional pressure, source: https://farside.co.uk/sol/. Traders tracking SOL can monitor subsequent daily prints on Farside’s dashboard to assess whether flows turn positive or negative and to gauge momentum shifts, source: https://farside.co.uk/sol/.

According to Lookonchain, 10 Bitcoin ETFs recorded net inflows of 4,918 BTC valued at $577.49 million on Oct 1, 2025, indicating purchases exceeded redemptions that day, source: Lookonchain (X, Oct 1, 2025). According to Lookonchain, 9 Ethereum ETFs saw net inflows of 65,043 ETH worth $281.7 million on the same date, source: Lookonchain (X, Oct 1, 2025). According to Lookonchain, BlackRock ETFs took in 1,748 BTC ($205.27 million) and 30,852 ETH ($133.62 million) on Oct 1, 2025, source: Lookonchain (X, Oct 1, 2025). According to Lookonchain, BlackRock's aggregate holdings now stand at 770,011 BTC ($90.42 billion) and 3,842,823 ETH ($16.64 billion), source: Lookonchain (X, Oct 1, 2025). According to Lookonchain, combined BTC and ETH ETF net inflows totaled approximately $859.19 million for the day, source: Lookonchain (X, Oct 1, 2025).

According to Omkar Godbole, Bitcoin (BTC) retreated from $108,000 but remains supported by strong institutional adoption, including FHFA director Bill Pulte's directive for Fannie Mae and Freddie Mac to consider cryptocurrency holdings in mortgage assessments, potentially boosting demand for BTC and other digital assets. FxPro analyst Alex Kuptsikevich highlighted the crypto market capitalization nearing a volatility threshold at $3.31 trillion, with the Fear and Greed Index at 74 indicating high optimism. Spot BTC ETFs recorded $548 million in net inflows over 12 consecutive days, as reported by Farside Investors, while Metaplanet purchased an additional 1,234 BTC, reinforcing corporate treasury strategies. Upcoming events like CME's spot-quoted futures launch and key macroeconomic data releases could further influence market movements.

According to Omkar Godbole, Bitcoin reached $108,000 before retreating to $107,446, with the crypto market cap at $3.31 trillion nearing a volatility threshold as identified by FxPro's Alex Kuptsikevich. Spot BTC ETFs recorded a net inflow of $548 million for the 12th consecutive day, per Farside Investors, while institutional adoption is accelerating with the FHFA's Bill Pulte ordering Fannie Mae and Freddie Mac to consider crypto holdings for mortgages, potentially boosting BTC and ETH. Metaplanet purchased 1,234 BTC, and SEI token surged 50% due to Wyoming's state-backed dollar pilot.

According to Omkar Godbole, Bitcoin retreated from a high of $108,000 but remains supported by strong institutional catalysts. Per Bill Pulte, Director of the Federal Housing Finance Agency, Fannie Mae and Freddie Mac have been ordered to consider cryptocurrency holdings in mortgage criteria, potentially boosting BTC demand. As per Alex Kuptsikevich of FxPro, the crypto market cap at $3.31 trillion nears a volatility threshold, with the Fear and Greed Index at 74. Spot BTC ETFs recorded a net inflow of $548 million over 12 consecutive days, signaling sustained bullish sentiment. Metaplanet purchased an additional 1,234 BTC, and Bit Digital shifted to ETH staking, highlighting corporate accumulation.

According to Omkar Godbole, Bitcoin retreated from $108,000 but remains supported by bullish institutional developments, including FHFA Director Bill Pulte's directive for Fannie Mae and Freddie Mac to consider cryptocurrency assets in mortgage criteria, as stated on X. FxPro analyst Alex Kuptsikevich noted the crypto market cap at $3.31 trillion is approaching a volatility threshold that could trigger seller activity. Spot BTC ETFs recorded $548 million in net inflows over 12 consecutive days, per Farside Investors, while Metaplanet's additional BTC purchase and Bit Digital's shift to ETH staking highlight ongoing corporate adoption.

According to Gregory Mall and Kevin Tam, bitcoin (BTC) reached a new all-time high on May 22, driven by central bank rate cut expectations (source: Mall), institutional inflows from spot ETFs exceeding $16 billion year-to-date (source: Mall), and easing political risks (source: Mall). Mall noted BTC dominance has risen to 54%, and historical trends suggest altcoins like Ethereum (ETH) and Solana (SOL) typically rally after a 2-6 month lag, with ETH already up 81% since April lows. Tam highlighted institutional adoption, such as Canadian pension funds adding $55 million to BTC ETFs and demand outpacing new supply by three times, which could tighten market dynamics. Both experts advise diversification into altcoins and thematic exposures like Layer 1s and DeFi, but caution that crypto remains risk-on amid global economic fragility.

According to Francisco Rodrigues, Bitcoin (BTC) fell 1.7% to $107,534.98 in the last 24 hours due to escalating Middle East tensions, with the broader crypto market declining 2.25% as investors shift to safe havens like gold. Boris Alergant, head of institutional partnerships at Babylon, noted BTC trades as a risk-on asset but maintains a long-term bullish outlook, forecasting a $200,000 price by year-end, citing subdued inflation increasing Fed rate cut expectations, with core inflation at 2.8% per CME FedWatch data. James Butterfill of CoinShares reported $900 million in digital asset inflows this week, indicating rising investor confidence amid loosening global money supply.

According to BRN, institutions are dominating crypto demand with corporations like Strategy acquiring over 10,100 BTC worth $1.05 billion and spot ETFs for BTC and ETH showing inflows, as regulatory progress with the GENIUS Act advances. Per XBTO, altcoins experienced a significant sell-off while majors held steady, indicating controlled de-risking ahead of the Federal Reserve's rate decision.

According to Farside Investors, the VanEck Bitcoin ETF reported zero net daily inflow on June 19, 2025, indicating muted investor activity for the period. Notably, 5% of profits from this ETF are allocated to support Bitcoin (BTC) developers, a unique feature that reinforces ecosystem growth. Traders should monitor this allocation as it could enhance BTC network development and long-term value. The lack of inflow may reflect short-term market caution or consolidation, potentially impacting Bitcoin price volatility and liquidity. For full data and disclaimers, see Farside Investors (source: @FarsideUK).

According to Farside Investors (@FarsideUK), BlackRock's Ethereum ETF recorded a daily inflow of $36.7 million as of June 18, 2025, highlighting growing institutional demand for ETH exposure. This significant capital movement signals increased market confidence in Ethereum (ETH), potentially impacting short-term price action and trading strategies. For detailed data and further disclaimers, visit farside.co.uk/eth/ (Source: Farside Investors Twitter, June 18, 2025).

According to Farside Investors, the VanEck Bitcoin ETF reported zero million dollars in daily net inflows, signaling a pause in new investments for this product as of June 17, 2025 (source: FarsideUK on Twitter). Notably, 5% of the profits from this ETF are allocated to Bitcoin developers, potentially supporting ongoing network innovation. For traders, the lack of new inflows may indicate subdued institutional interest in BTC at current price levels, while the developer funding commitment could enhance Bitcoin's long-term ecosystem resilience. Monitoring daily ETF flows remains critical for assessing short-term BTC price momentum and institutional trading sentiment.

According to @Circle, traditional finance (TradFi) institutions have shown record-high interest in crypto exposure following the Circle IPO, as reported by Bloomberg. This surge is driven by increased confidence in regulated stablecoins like USDC and a growing willingness by banks and funds to include BTC and ETH in their portfolios. Traders should monitor inflows into crypto-linked financial products and ETF trading volumes, as heightened TradFi participation often correlates with increased liquidity and potential price volatility in major cryptocurrencies. Source: Bloomberg, Circle Investor Relations.

According to Farside Investors (@FarsideUK), Bitcoin ETF net flows totaled $386.2 million on June 9, 2025, with Fidelity's FBTC leading at $173 million, followed by BlackRock's IBIT at $120.9 million and Bitwise's BITB at $68.5 million. Notably, several ETFs such as BTCO, EZBC, and BRRR reported zero net flows, while minor inflows were seen in ARKB ($10.8M), HODL ($7.7M), and BTC ($5.3M). This robust inflow signals sustained institutional demand for Bitcoin, potentially driving upward price momentum and increased liquidity in the crypto market. Traders should closely monitor ETF flow trends as they remain a strong indicator of broader market sentiment and capital rotation. Source: Farside Investors (https://farside.co.uk/btc)