According to @CryptoMichNL, the current roughly 35% BTC drawdown fits a still-intact Bitcoin cycle that no longer aligns neatly with the 4-year halving timeline and should be evaluated through macro and flow indicators, source: @CryptoMichNL. The author argues that spot ETF demand has added nearly 60,000 BTC of buy pressure and lifted BTC’s effective floor from the $30k–$40k range toward $80k–$120k, shifting price action toward institutional flows rather than a pure halving-driven supply model, source: @CryptoMichNL. He highlights that risk assets tend to struggle when Gold accelerates, so traders should track Gold strength, PMI trends, QT and high rates, and USD dynamics to gauge risk-on conditions for BTC, source: @CryptoMichNL. He notes a recurring relationship where CNY/USD bottoms aligned with ETH/BTC bottoms in 2016, 2019, and April 2025, implying today’s placement resembles mid-2016 or late-2019 rather than a late-cycle top, source: @CryptoMichNL. From the business-cycle lens, PMI is starting to improve while the Federal Reserve has begun overnight repos, placing markets near a cycle trough consistent with prior early-bull phases, source: @CryptoMichNL. Forward-looking drivers cited include major bank allocation channels to spot BTC ETFs, pro-clarity policy steps for DeFi, and potential monetary easing, while cautioning against rigidly anchoring to the 4-year template, source: @CryptoMichNL. Trading takeaway: favor buy-the-dip accumulation with strict risk controls while monitoring Gold strength, CNY/USD, ETH/BTC, PMI, and ETF flow trends, with the expectation of moderating volatility and yearly returns as BTC matures, source: @CryptoMichNL.

According to CoinMarketCap, BTC and ETH ETFs posted consecutive net inflows on Nov 25 and Nov 26, with BTC at +$128.7M and +$21.1M and ETH at +$78.6M and +$60.8M, source: CoinMarketCap, Nov 27, 2025 tweet. Two-day totals reached $149.8M for BTC ETFs and $139.4M for ETH ETFs, source: CoinMarketCap, Nov 27, 2025 tweet. ETH ETFs led inflows over BTC on Nov 26 ($60.8M vs $21.1M), while BTC led on Nov 25 ($128.7M vs $78.6M), source: CoinMarketCap, Nov 27, 2025 tweet.

According to Lookonchain, 10 Bitcoin ETFs recorded a net inflow of +1,838 BTC worth $206.75M on Oct 29, with Fidelity contributing +588 BTC ($66.18M) and holding 206,847 BTC valued at $23.26B (source: Lookonchain on X, Oct 29, 2025). According to Lookonchain, 9 Ethereum ETFs posted a net inflow of +49,793 ETH worth $198.68M on Oct 29, with Fidelity adding +24,450 ETH ($97.55M) and holding 782,034 ETH valued at $3.12B (source: Lookonchain on X, Oct 29, 2025). According to Lookonchain, Fidelity accounted for about 32.0% of the day’s BTC ETF net inflow (588 of 1,838) and about 49.1% of the ETH ETF net inflow (24,450 of 49,793), indicating a larger share of ETH inflow versus BTC within ETF flows today (source: Lookonchain on X, Oct 29, 2025). According to Lookonchain, Fidelity’s daily inflow equaled roughly 0.28% of its BTC holdings (588 of 206,847) versus about 3.13% of its ETH holdings (24,450 of 782,034), highlighting relatively stronger incremental ETH accumulation at Fidelity today (source: Lookonchain on X, Oct 29, 2025).

According to the source, the reported Friday inflows for U.S. spot BTC ETFs ($985M) and ETH ETFs ($233M) cannot be used here because the cited author is a competing crypto media outlet. Please provide a verifiable, non-competing primary source such as issuer updates (BlackRock, Fidelity, Ark/21Shares), exchange data (NYSE/Nasdaq), or reputable flow dashboards (Farside Investors, Bloomberg, Morningstar) so we can confirm net creations/redemptions. Once verified, we will quantify implied BTC and ETH spot demand, assess impacts on basis, futures funding, and liquidity, and outline actionable levels, risk parameters, and potential spillover to altcoin beta. Source required for factual accuracy.

According to @FarsideUK, VanEck’s US Bitcoin ETF recorded a USD 26 million daily net inflow, indicating positive fund flow into the product (source: Farside Investors, farside.co.uk/btc). According to @FarsideUK, 5% of profits from this ETF are allocated to Bitcoin developers, as stated by the source (source: Farside Investors, farside.co.uk/btc). According to @FarsideUK, the full dataset and disclaimers are available on the source page for verification and context (source: Farside Investors, farside.co.uk/btc).

According to Lookonchain, on Oct 3 the 10 Bitcoin (BTC) ETFs recorded net inflows of +5,256 BTC worth $632.13M. Source: Lookonchain, X, Oct 3, 2025. BlackRock accounted for 3,859 BTC of that total worth $464.17M (about 73.5% of BTC ETF net inflows) and now holds 777,321 BTC valued at $93.49B. Source: Lookonchain, X, Oct 3, 2025. The 9 Ethereum (ETH) ETFs posted net inflows of +67,038 ETH worth $300.33M, with BlackRock adding 39,320 ETH worth $176.16M (about 58.6% of ETH ETF net inflows) and holding 3,888,192 ETH valued at $17.42B. Source: Lookonchain, X, Oct 3, 2025. Combined, BTC and ETH ETF net inflows reached approximately $932.46M on the day. Source: Lookonchain, X, Oct 3, 2025.

According to the source, U.S. ETF flows show approximately $518M in BTC and $546.9M in ETH bought on Sept. 29; source: X post dated Sep 30, 2025. The combined total is about $1.065B; source: X post dated Sep 30, 2025.

According to Lookonchain, 10 Bitcoin ETFs recorded net inflows of +2,409 BTC, equal to USD 267.37M, on Sept 9, 2025 (source: Lookonchain, Sep 9, 2025). Fidelity accounted for +1,395 BTC in inflows, equal to USD 154.88M, and held 201,069 BTC valued at USD 22.32B at the time of the update (source: Lookonchain, Sep 9, 2025). Meanwhile, 9 Ethereum ETFs posted net outflows of -47,101 ETH, equal to USD 201.87M, with BlackRock iShares recording -44,774 ETH outflows and holding 3,661,025 ETH valued at USD 15.69B (source: Lookonchain, Sep 9, 2025).

According to Farside Investors, Fidelity's US Bitcoin ETF recorded zero net inflows on July 30, 2025. This stagnation in ETF flow signals a pause in institutional buying momentum, which could impact short-term BTC price stability and trading volumes. Traders should monitor upcoming flow data for shifts in institutional sentiment, as sustained flat inflows may indicate consolidation or lack of immediate bullish catalysts in the crypto market (Source: Farside Investors).

According to Omkar Godbole, institutions are increasing crypto involvement, with JPMorgan filing for a crypto platform and Strategy purchasing over 10,100 BTC worth $1.05 billion last week. Spot BTC and ETH ETFs saw inflows of $408.6 million and $21.4 million respectively, as per Farside Investors. Despite Middle East conflicts, BTC and ETH traded narrowly, but altcoins faced sell-offs, with XBTO noting selective capital flows indicating controlled de-risking. BRN predicts prices will grind higher in 2025 due to strong institutional demand, though the Fed's upcoming rate decision could cause market volatility.

According to Omkar Godbole, institutions are ramping up crypto investments with JPMorgan filing for a crypto platform and Strategy acquiring over 10,100 BTC worth $1.05 billion. Bitcoin and ether spot ETFs recorded inflows of $408.6 million and $21.4 million respectively, per Farside Investors, while markets remain cautious ahead of the Federal Reserve rate decision. XBTO noted selective capital flows and altcoin sell-offs, and BRN predicts a structural shift favoring higher prices in 2025.

According to Francisco Rodrigues, Israeli airstrikes on Iran sparked a broad cryptocurrency sell-off, with Bitcoin (BTC) falling 2.9% and a key crypto market index declining 6.1% over 24 hours as investors fled to safer assets like gold, which rose 1.3%. Jake Ostrovskis, an OTC trader at Wintermute, stated that the SEC requested Solana ETF issuers to update S-1 filings, potentially accelerating approvals, with Bloomberg ETF analysts Eric Balchunas and James Seyffart assigning a 90% probability of clearance by year-end. Despite this, SOL plummeted 9.5% amid geopolitical uncertainty. Spot BTC ETFs saw $86.3 million in daily net inflows, while derivatives open interest dropped sharply to $49.31 billion, indicating reduced risk appetite, as per Velo data and Farside Investors.

According to Francisco Rodrigues, Israeli airstrikes on Iran caused a global risk-off sentiment, leading to a 6.1% decline in the broad crypto market index and a 2.9% drop in bitcoin (BTC) over 24 hours. Jake Ostrovskis reported that Solana's SOL initially rallied on SEC ETF filing updates but fell nearly 9.5% due to heightened geopolitical tensions, with Polymarket traders indicating a 91% chance of Iranian retaliation. Despite $939 million in month-to-date inflows for BTC ETFs and $811 million for ETH ETFs, Velo data shows derivatives open interest plummeted to $49.31 billion amid increased demand for downside protection.

According to Omkar Godbole, institutions are actively increasing cryptocurrency exposure, with JPMorgan filing for a crypto platform and Strategy purchasing over 10,100 BTC worth $1.05 billion, as cited in the report. Bitcoin and Ethereum spot ETFs registered inflows, contributing to market stability despite geopolitical tensions, while XBTO noted selective capital flows indicating controlled de-risking. BRN emphasized a structural shift to institutional demand, maintaining a high-conviction view for price gains in 2025. Traders should monitor the Fed's rate decision for potential market moves.

According to Spencer Yang, Core Contributor to Fractal Bitcoin, BTC's recovery above $106,000 amid easing Middle East tensions is driven by strong fundamentals and rising on-chain activity from protocols like BRC-20 and Runes. Semir Gabeljic, Director at Pythagoras Investments, cited Bitcoin ETF inflows of $1.1 billion last week and $350 million today as key catalysts for the bullish trend. Tim Draper noted BTC's dominance exceeding 60% reflects its consolidation of crypto innovations such as smart contracts and DeFi.

According to Francisco Rodrigues, Israeli airstrikes on Iran triggered a global risk-off sentiment, causing BTC to fall 2.9% and the broad crypto market index to lose 6.1%. Despite $939M in BTC ETF inflows and $811M in ETH ETF inflows month-to-date, derivative markets saw $1.16B in liquidations and rising put/call ratios, indicating increased demand for downside protection. SOL also dropped 9.5%, erasing earlier gains linked to ETF approval speculation, as geopolitical tensions overshadowed positive catalysts.

According to CoinDesk, Bitcoin (BTC) dropped 2.9% and the CoinDesk 20 Index declined 6.1% over 24 hours as Israeli airstrikes on Iran heightened global risk aversion, sparking a flight from cryptocurrencies. Solana (SOL), which had rallied on SEC ETF approval speculation, plunged nearly 9.5% amid the conflict, while spot BTC ETFs recorded $86.3 million in daily net inflows. Derivatives data from Velo and Deribit showed increased demand for downside protection, with $1.16 billion in liquidations reported by CoinGlass.

According to CoinDesk, institutions are piling into cryptocurrencies, with JPMorgan filing for crypto platform JPMD and Strategy acquiring over 10,100 BTC worth $1.05 billion. Spot BTC and ETH ETFs registered inflows of $408.6 million and $21.4 million respectively, as reported by Farside Investors. BRN analysts maintain high conviction for price increases in 2025, citing strong institutional demand, while XBTO noted selective capital flows with altcoins experiencing significant sell-offs. Traders should watch the Fed rate decision and BTC's support at its 50-day SMA for potential market moves.

According to CoinDesk, bitcoin (BTC) fell 2.9% to $104,889 and the CoinDesk 20 Index dropped 6.1% as Israeli airstrikes on Iran triggered a global risk-off sentiment, with Solana (SOL) plunging 9.5% despite earlier ETF optimism. CoinGlass reported $1.16 billion in liquidations, mostly long positions, while spot BTC ETFs saw $939 million in inflows month-to-date per Farside Investors, highlighting heightened geopolitical risks for traders.

According to CoinDesk, institutions are accelerating their crypto adoption, with JPMorgan filing for a crypto platform JPMD and Strategy purchasing over 10,100 BTC worth $1.05 billion last week, alongside spot BTC and ETH ETF inflows totaling $408.6 million and $21.4 million respectively. Despite BTC and ETH trading in narrow ranges and altcoins facing sell-offs per XBTO analysis, BRN maintains a high-conviction view that prices will grind higher in 2025 due to strong demand, advising traders to stay invested while monitoring risks like the Fed rate decision and Middle East tensions.