2025-12-31 07:23:09

The US spot BTC ETF has reached an important turning point. Data shows that the single-day net inflow reached $355 million, successfully ending a streak of 7 consecutive trading days of net outflows.

The distribution of capital flows is as follows: IBIT leads with a contribution of $143 million; ARKB follows closely with a net inflow of $109 million; FBCT adds $78.6 million. Grayscale funds have also shifted from continuous outflows to moderate net inflows.

The logic behind these large capital movements is worth noting. Institutional investors do not follow the hype; their capital movements often represent rational judgment. After a week of concentrated outflows, a sudden reverse operation indicates that the current price has become sufficiently attractive.

Of course, capital inflows do not immediately mean the market will start to rise. But from a technical perspective, this at least confirms an important signal: the support below is strengthening and is no longer a vacuum zone.

BTC-1,15%

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SatoshiHeir

· 11h ago

It should be pointed out that the 355 million single-day net inflow data itself is a fallacy. Based on on-chain data analysis, Grayscale's "moderate net inflow" cannot conceal the fact of a net outflow over the past two weeks—it's obvious what institutions are doing, and we should see it clearly. Institutions not following the trend? Laughable. According to game theory from the era of white paper analysis, this is a classic V-shaped trap layout. An "attractive" price ≠ bottom formation. Do I need to prove with a mathematical model why the support zone is still illusory? Technical support is reinforced... Listen to me: this statement was debunked as early as 2017.

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DarkPoolWatcher

· 2025-12-31 07:52

Institutions are really bottom-fishing. In 7 days, a net outflow of 355 million was followed by a quick turnaround. This rhythm is a bit something. --- IBIT and ARKB teaming up, it seems they both smell the bottom. --- Wait, Grayscale is also starting to absorb? This signal is indeed a bit different. --- The price being attractive is an understatement. It feels truly cheap to the point of being as cheap as it can get. --- The strengthening support indicates that they can't push it down anymore. The bottom should be forming. --- Capital inflow ≠ market trend initiation, but at least it's not a continuous decline. Let's call it a relief. --- Institutions won't trade blindly. Their reverse operation this time is indeed worth following. --- There are many people shouting bottom every other day, but with the data from institutions here, we still need to see. --- Net inflow restarting, it feels a bit different this time, but I dare not expect too much. --- That over 100 million from ARKB, Grayscale is also coming back. The pattern is changing a bit.

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CodeZeroBasis

· 2025-12-31 07:30

Institutions are starting to buy the dip, this move is indeed quite interesting.

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GateUser-2fce706c

· 2025-12-31 07:26

Institutions are reversing their positions. I've been saying this is the best opportunity to get in early, and those still hesitating will really regret it.

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