According to @FarsideUK, Fidelity’s U.S. spot Ethereum (ETH) ETF recorded $0 million in daily net flow on Jan 16, 2026 (source: X post https://twitter.com/FarsideUK/status/2011975214280646732 and dataset https://farside.co.uk/eth/). According to @FarsideUK, the ETH ETF flow tracker at farside.co.uk/eth provides the full issuer-level dataset and disclaimers for that date (source: https://farside.co.uk/eth/).

According to @52kskew, TWAP buying in BTC has restarted with a clear correlation to Coinbase spot flows, and spot CVD is currently leading price action, source: @52kskew on X, Jan 8, 2026. He adds that the Coinbase discount narrowed during the US session, signaling stronger US spot demand consistent with spot ETF-driven activity, while questioning what share of flows is not ETF-related, source: @52kskew on X, Jan 8, 2026. On the 4H chart, BTC reset into the 4H trend and prior resistance; confirmation signals are acceptance above the weekly open and a firm reclaim of 94K, with 94K flagged as the most important area, source: @52kskew on X, Jan 8, 2026. For a strong rally setup, he wants to see unquestionable demand emerging from 90K, source: @52kskew on X, Jan 8, 2026. Traders can monitor spot CVD versus price and the Coinbase premium or discount as leading cues for sustained ETF-style bids and momentum validation, source: @52kskew on X, Jan 8, 2026.

According to the source, Tom Lee stated in a newly shared X video that Ethereum (ETH) could reach $62,000 within a few months, presenting an aggressive upside scenario for traders to consider; source: X video clip dated Dec 4, 2025. A $62,000 target would be roughly 12x above ETH’s prior all-time high near $4,867 from November 2021, marking a key level that traders often treat as resistance-turned-support if reclaimed; source: CoinMarketCap historical price data, Nov 2021. For directionality, monitor net creations and daily flows in U.S. spot ETH ETFs, as primary-market creations require purchasing underlying ETH when shares trade at a premium, potentially adding direct buy pressure; source: U.S. SEC approval orders for spot ETH ETFs in 2024 and CFA Institute ETF mechanics primers. On supply, higher on-chain activity increases base-fee burn via EIP-1559 while staking participation reduces immediately tradable float, both tightening supply during demand spikes; source: Ethereum EIP-1559 specification and Ethereum Foundation documentation on Proof-of-Stake. Risk management is critical given crypto’s extreme volatility; define invalidation around the prior ATH (~$4.9k) and psychological round numbers ($5k, $10k, $20k) and avoid excessive leverage; source: CFTC Customer Advisory on virtual currency risks and CoinMarketCap historical levels. Short-term confirmation can be assessed via liquidity and derivatives metrics such as futures basis and open interest to detect whether advances are spot-led or leverage-driven; source: CFA Institute derivatives primers and CFTC market risk guidance.

According to the source, U.S.-listed spot Bitcoin ETFs broke a six-session run of net outflows with a net inflow as dip buyers returned, signaling a potential shift in near-term demand for BTC. Source: the source. When creations exceed redemptions, authorized participants must deliver BTC into the trust, typically sourcing coins in the spot market, which adds direct buy-side flow; this mechanism transmits ETF demand to underlying BTC. Source: iShares Bitcoin Trust (IBIT) prospectus and Fidelity Wise Origin Bitcoin Fund (FBTC) prospectus. For trading, monitor whether positive net flows persist across multiple closes, as sustained creations often coincide with tighter spot–futures basis and increased CME BTC futures liquidity, which can affect arbitrage and momentum setups. Source: CME Group education on futures basis and liquidity. Intraday, track NAV premium/discount and end-of-day issuer flow updates to assess whether APs continue creating shares; persistent premiums frequently align with net inflows while discounts align with redemptions. Source: BlackRock iShares and Fidelity ETF daily disclosures and product documentation. If flows revert to outflows, AP redemptions can release BTC back to the market, easing buy pressure and potentially loosening basis. Source: iShares Bitcoin Trust (IBIT) prospectus and Fidelity Wise Origin Bitcoin Fund (FBTC) prospectus.

According to @lookonchain, ten Bitcoin ETFs recorded net outflows of 1,987 BTC worth $213.65 million on Nov 3. Source: Lookonchain on X, Nov 3, 2025. BlackRock saw outflows of 1,362 BTC valued at $146.46 million and now holds 801,449 BTC estimated at $86.19 billion. Source: Lookonchain on X, Nov 3, 2025. Nine Ethereum ETFs posted net outflows of 21,022 ETH worth $78.2 million on the same date. Source: Lookonchain on X, Nov 3, 2025. BlackRock had 9,980 ETH ($37.13 million) in outflows and holds 3,992,745 ETH valued at $14.85 billion. Source: Lookonchain on X, Nov 3, 2025. Based on these figures, BlackRock represented roughly 69% of BTC ETF net outflows and about 48% of ETH ETF net outflows on Nov 3, a key datapoint for flow-driven trading strategies tracking spot ETF liquidity. Source: Lookonchain on X, Nov 3, 2025.