Macro Crypto Signals

• First reversal: Spot ETH ETFs posted +$84.42 million net inflows for the week ending July 11, ending eight straight weeks of outflows and marking...

ETF Flow Reversal

• 🔥 Daily Inflows: US spot Bitcoin ETFs recorded $90.4M net inflows and Ethereum ETFs added $18.4M on July 10.
• Weekly...

US spot Bitcoin and Ethereum ETFs flipped to net inflows for the week ending July 10, breaking eight straight weeks of redemptions that had drained...

• Cycle model from former NASA researcher Benjamin Cowen flags Q4 2026 as the next major buying opportunity if the four-year pattern repeats, with...

• Bitcoin and Ether spot ETFs both returned to outflows on July 9, ending brief inflow streaks and signaling renewed institutional caution.
• Fed-ECB...

ETF Flow Divergence

• 🔥 ETH Spot ETF Inflows: US spot Ether ETFs recorded $70.5M net inflows on July 8, marking the fifth consecutive day of...

Ethereum ETFs posted $70.5 million in net inflows on July 8, their fifth straight positive session, while Bitcoin funds lost $84.9 million.

• Solana...

Ethereum's recovery shows institutional support via ETF inflows but remains fragile due to weak broader demand.

• Spot ETH ETFs posted five straight...

Centralized perpetual futures volumes are cooling below 2025 levels as traders cut leverage and wait for clearer signals. Capital is redeploying to...

Bitcoin ETF redemptions reached nearly $5 billion in Q2 as BTC fell 14% below $60,000, dwarfed by $15.6 billion in private credit withdrawal requests...

Ethereum ETF Flows

• Fidelity Inflows Resume: Fidelity’s Ethereum ETF recorded $846k in fresh inflows on July 6 after prior outflows, representing...

• BlackRock’s ETHA captured the entire $26.9M net inflow on July 7, marking four straight days of positive flows.
• Fidelity’s FETH recorded a modest...

Multiple independent signals point to structural accumulation near cycle lows.

• Whales added 270K BTC near the 200-week MA, echoing 2020 and 2022...

ETF Flow Reversal

• 🔥 BTC and ETH Spot ETF Inflows: July 6 data shows BTC ETFs net +$266M (BlackRock IBIT +$209M) and ETH ETFs +$20.7M, reversing...

Bitcoin averaged 673,822 daily transactions, the highest sustained level in its 17-year history and nearly double last year's volume.

• Surge driven...

July 6 ETF inflows mark a shift after weeks of redemptions, with BTC ETFs drawing $265.69M and ETH ETFs $20.66M.

• BlackRock dominance: IBIT led with...

Bitcoin and Ethereum have outperformed major U.S. stock indexes amid a risk-asset rebound fueled by softer employment data and dovish Fed comments....

Bitcoin's rebound from cycle lows near $57,000 aligns with shifting rate-cut expectations after weak June payrolls, yet CoinShares stresses the Fed's...

Germany's BKA-linked wallets continue routing BTC to exchanges including Coinbase, Kraken, and Bitstamp, creating visible on-chain supply signals that...

JPMorgan's JLTXX tokenized money market fund on Ethereum grew AUM roughly 250% in a month to $695 million, fueled by its role backing stablecoin...