Everything web3, crypto, defi, degen
In brief U.S. spot Bitcoin ETFs saw significant inflows of $368.25 million, the highest in a month, reversing recent outflows and signaling renewed institutional conviction. Institutional buying is linked to investor positioning ahead of key macroeconomic reports this week and the Federal Reserve’s upcoming rate decision. Simultaneously, a capital rotation pattern from Ethereum to Bitcoin…
In brief Ethereum ETFs recorded four consecutive days of outflows totaling $787.6 million from September 2-5, with Thursday’s $446.8 million representing the largest single-day exodus. Bitcoin ETFs posted net inflows of $250.3 million over the same period amid volatility. Analysts pointed out structural disadvantages, including staking restrictions and Ethereum’s “higher-beta” nature, making it the first…
In brief Bitcoin ETFs recorded two consecutive days of inflows exceeding $300 million, totaling $633.3 million across both sessions, the strongest two-day performance since early August. Fidelity’s FBTC led Tuesday with $132.7 million in inflows, while BlackRock’s IBIT dominated Wednesday with $289.8 million in inflows. Analysts characterized the movement as “concentrated dip-buying” rather than a…
In brief Bitcoin ETFs recorded $645 million in outflows across two days, with Fidelity’s FBTC leading redemptions Tuesday at $246.9 million. Analysts attributed the outflows to investors de-risking ahead of Fed Chair Powell’s Jackson Hole speech. The selloff reverses a $4.7 billion inflow streak from mid-July to early August, though analysts characterize the movement as…
Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. Subscribe to the Morning Minute on Substack.GM!Today’s top news: Crypto majors dip 3-6% overnight; BTC holds at $115,000 Gemini files to go public with ticker GEMI, timing TBD BTCS becomes first…
In brief On-chain data shows that Ethereum ETFs have added about $3.4 billion over the past five days, against $966 million for Bitcoin ETFs over the same period. The trend marks a fifth straight session of ETH ETF inflows outpacing Bitcoin ETFs. Analysts cited corporate treasury accumulation, thinning exchange and OTC supply, and staking yield,…
In brief Almost 8% of Ethereum’s total supply is now taken up by ETH ETFs and strategic reserves, up from 3% at the start of April. Ethereum ETFs account for over 5% of the circulating supply of ETH. Firms that missed the Bitcoin treasury moment are “jumping on Ethereum and other altcoins,” analysts told Decrypt.…
Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. Subscribe to the Morning Minute on Substack.GM!Today’s top news: Crypto majors jump on 401(k) news; ETH passes $3,900 SEC and Ripple drop legal battle for good; XRP jumps 7%…
In brief On-chain data shows dormant whales moving 3,000 BTC—often a sign of local tops. Options skew turns negative, indicating rising demand for downside protection. Spot ETF outflows and halted fund inflows suggest waning institutional appetite. Bitcoin’s August recovery is heavy-footed as multiple sell signals converge.Weakness is evidenced by two key metrics that suggest a…
In brief CoinShares has filed for a Solana Staking ETF on Nasdaq, joining BlackRock, Fidelity, and others in adding staking features to their crypto ETF offerings. The Rex-Osprey Solana + Staking ETF already launched with $137 million AUM, showing early demand despite Solana funds representing only 8.7% of Ethereum ETF assets. Staking ETFs offer 7-8%…
