According to @lookonchain, BlackRock deposited 2,292 BTC ($199.8M) and 9,976 ETH ($29.23M) to Coinbase Prime; the transfers are shown under a BlackRock-labeled entity on Arkham Intelligence (source: https://twitter.com/lookonchain/status/2003798297488842829; source: https://intel.arkm.com/explorer/entity/blackrock). Coinbase Prime is Coinbase’s institutional trading and custody platform, meaning assets moved there are available for institutional execution and settlement on Coinbase infrastructure (source: https://www.coinbase.com/prime). The combined value is about $229M based on the figures reported by @lookonchain, a scale that traders often track for near-term liquidity considerations on BTC and ETH markets (source: https://twitter.com/lookonchain/status/2003798297488842829).

According to @FarsideUK, U.S. Ethereum ETFs recorded a total net outflow of $95.5 million on 2025-12-23, led by ETHE at -$50.9 million and ETHA at -$25 million (source: @FarsideUK; data: farside.co.uk/eth). Additional redemptions included ETHW at -$14 million and EZET at -$5.6 million, while FETH, TETH, ETHV, QETH, and ETH posted zero net flows, all figures in US$ millions (source: @FarsideUK; data: farside.co.uk/eth). The day’s flow profile shows redemptions concentrated in ETHE and ETHA among U.S. Ethereum ETFs, a data point closely tracked by traders monitoring ETH market liquidity and sentiment (source: @FarsideUK; data: farside.co.uk/eth).

According to @FarsideUK, BlackRock’s US spot Ethereum ETF posted a net outflow of 19.6 million USD on 18 Dec 2025, based on the Farside Ethereum ETF daily flow tracker, source: Farside Investors. According to @FarsideUK, a net outflow indicates redemptions exceeded creations for that day, with full dataset, methodology, and disclaimers available on Farside’s ETH ETF page, source: Farside Investors.

According to @FarsideUK, the Bitwise Bitcoin ETF saw a net outflow of $8.4 million on the latest reporting day; source: Farside Investors via farside.co.uk/btc. @FarsideUK also notes that 10% of profits from this product are directed to Bitcoin developers, which is disclosed alongside the flow data; source: Farside Investors via farside.co.uk/btc. Traders can reference the full U.S. Bitcoin spot ETF flow dataset and disclaimers for context on aggregate inflows/outflows at farside.co.uk/btc; source: Farside Investors.

According to @lookonchain, BlackRock-labeled wallets received 567.25 BTC valued at $49.28M and 7,558 ETH valued at $22.76M from Coinbase Prime on Dec 15, 2025, with entity attribution confirmed by Arkham Intelligence as cited by Lookonchain. Based on Lookonchain-reported transaction details and Arkham Intelligence labeling, the combined $72.04M transfer reflects an outflow from Coinbase Prime to BlackRock custody addresses, a magnitude relevant for monitoring near-term BTC and ETH liquidity and order-book dynamics (source: Lookonchain; source: Arkham Intelligence).

According to @KobeissiLetter, US insurers purchased an average of $2.4 million per day of Nvidia (NVDA), Microsoft (MSFT), Alphabet (GOOGL), and Meta (META) over the 90 days ending November 30 and were net buyers throughout that period. Source: @KobeissiLetter, X post dated December 11, 2025. The reported net buying indicates persistent institutional demand in AI-exposed mega caps. Source: @KobeissiLetter, X post dated December 11, 2025. For crypto markets, equity risk-on episodes matter because BTC’s correlation with US equities increased notably after 2020, meaning tech-led flows can influence crypto risk sentiment. Source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, January 2022.

According to Farside Investors, the Franklin Bitcoin ETF recorded a daily net flow of $0 million on Dec 11, 2025 as shown on its Bitcoin ETF Daily Flow tracker (source: Farside Investors). This zero figure indicates no net creations or redemptions were reported for the fund that day by the tracker, signaling flat primary-market activity for BTC exposure via this issuer (source: Farside Investors). Full data coverage and disclaimers are provided on Farside Investors’ website for verification of the reported flows (source: Farside Investors).

According to Matt Hougan, Harvard increased its bitcoin investment in Q3 from 117 million to 443 million and raised its gold ETF allocation from 102 million to 235 million. According to Matt Hougan, this reflects a debasement trade with a two-to-one tilt toward bitcoin over gold. According to Matt Hougan, traders watching institutional flows may read the 2 to 1 BTC to gold allocation as supportive for BTC relative strength versus gold and relevant for momentum and allocation decisions.

According to @lookonchain, BlackRock deposited 44,140 ETH worth approximately $135.36M to Coinbase Prime, with the wallet attribution matching Arkham Intelligence’s BlackRock-labeled entity; source: Lookonchain (X) and Arkham Intelligence. Coinbase Prime is Coinbase’s institutional trading and custody platform used for execution and settlement, making such inflows notable for monitoring institutional activity; source: Coinbase Prime. On-chain analytics frameworks track exchange-bound inflows as potential indicators of increased sell-side liquidity or near-term trading activity in ETH; source: Glassnode research (Week On-Chain/Academy).

According to @Andre_Dragosch, a 60-minute live session titled The Bitcoin Macro Investor will focus on BTC’s 2026 repricing setup, liquidity shifts, and institutional flows, with the access link provided in the comments, source: @Andre_Dragosch on X, Dec 3, 2025. According to @Andre_Dragosch, the announcement notes the session is for professionals only, is not investment advice, and that capital is at risk, underscoring trading-oriented macro content for BTC, source: @Andre_Dragosch on X, Dec 3, 2025.

According to @BullTheoryio, Vanguard has reversed its policy and will allow all clients, including institutions, to trade regulated spot ETFs for Bitcoin (BTC), Ethereum (ETH), XRP, and Solana (SOL) from issuers such as BlackRock, Fidelity, Grayscale, VanEck, and Bitwise starting today, opening access across its $11 trillion platform serving 50+ million investors source: @BullTheoryio on X, Dec 2, 2025. According to @BullTheoryio, the catalyst is new CEO Salim Ramji, who previously helped launch BlackRock’s Bitcoin ETF (IBIT) and led the iShares ecosystem, with the author describing this access change as one of the largest institutional signals since ETF approvals source: @BullTheoryio on X, Dec 2, 2025. According to @BullTheoryio, 0.5% of Vanguard’s $11T equals $55B, and the author argues that such a figure would exceed total flows seen during the first year of the 2024 crypto ETF cycle, implying potential for a larger second-wave demand profile across BTC and broader crypto ETFs if allocations occur source: @BullTheoryio on X, Dec 2, 2025. According to @BullTheoryio, BlackRock’s IBIT has grown above $80B AUM, Ethereum ETFs are scaling, and XRP and SOL ETFs have launched, while regulatory clarity has improved as SAB 121 is rescinded and SEC-CFTC coordination increases, alongside bank and broker distribution expanding and structured products from JPMorgan and Morgan Stanley tied to Bitcoin source: @BullTheoryio on X, Dec 2, 2025. According to @BullTheoryio, trading implications include tens of millions of new investors gaining access via Vanguard, institutional accounts sourcing exposure directly, competitive pressure on remaining holdouts, and the potential for billions in incremental inflows from even small allocations, supporting deeper liquidity and legitimacy for BTC and crypto within large portfolios source: @BullTheoryio on X, Dec 2, 2025.

According to @FarsideUK, GBTC by Grayscale recorded a daily net flow of US$0 million on Dec 2, 2025, as reported on the Farside Investors Bitcoin ETF flow dashboard and the X post dated Dec 2, 2025, source: Farside Investors farside.co.uk/btc and x.com/FarsideUK/status/1995650781198905617. A zero flow reading denotes no net creations or redemptions for GBTC on the day, indicating flat primary market demand from this vehicle for spot BTC relative to sessions with sizable inflows or outflows, source: Farside Investors farside.co.uk/btc.

According to @Andre_Dragosch, despite the sell-off, he highlighted a “Signpost” by sharing a BTCtreasuries post, directing attention to Bitcoin treasury holdings data as a market signal for BTC price action. Source: X post by @Andre_Dragosch on Nov 28, 2025 (twitter.com/Andre_Dragosch/status/1994374939563184384); Source: linked BTCtreasuries post (x.com/BTCtreasuries/status/1994332500072534311). His post did not include additional metrics or levels beyond the word “Signpost” and the BTCtreasuries link, indicating the referenced data itself is the focal signal to monitor. Source: X post by @Andre_Dragosch on Nov 28, 2025 (twitter.com/Andre_Dragosch/status/1994374939563184384).

According to @lookonchain, the VanEck Ethereum ETN staked 12,600 ETH valued at approximately $37.9 million again today, indicating continued institutional staking activity; source: Lookonchain post on X dated Nov 27, 2025. The attribution of this staking to VanEck is based on Arkham Intelligence’s entity classification and transaction traces for the VanEck wallet cluster, which list the related movements; source: Arkham Intelligence entity page for VanEck at intel.arkm.com/explorer/entity/vaneck. Staked ETH participates in Ethereum consensus and can be withdrawn only after passing the validator exit process, which temporarily reduces immediate tradability until withdrawal completes; source: Ethereum.org Staking documentation.

According to @FarsideUK, Fidelity’s U.S. Bitcoin ETF posted a daily flow of $15.5 million, based on Farside Investors’ aggregated ETF flow dashboard at farside.co.uk/btc. According to @FarsideUK, the figure reflects the fund’s net creations or redemptions for the day within the U.S. Bitcoin ETF complex it tracks at farside.co.uk/btc.

According to @lookonchain, BlackRock deposited 2,822 BTC valued at $243.59M and 36,283 ETH valued at $101.72M to Coinbase Prime, totaling approximately $345.31M, source: @lookonchain. The wallet attribution to BlackRock is based on Arkham Intelligence’s labeled entity data, source: Arkham Intelligence. The destination is Coinbase Prime, which Coinbase describes as its institutional platform for custody and execution, source: Coinbase. The post did not disclose transaction intent or execution details, source: @lookonchain.

According to Farside Investors, Fidelity’s U.S. Ethereum ETF recorded US$95.4 million in daily flow on Nov 22, 2025 (source: Farside Investors on X). All data and disclaimers are available at farside.co.uk/eth (source: Farside Investors).

According to Farside Investors, the Bitwise Bitcoin ETF posted a daily net outflow of USD 21.2 million on Nov 21, 2025, as shown in its Bitcoin ETF Daily Flow update (source: Farside Investors, https://farside.co.uk/btc/). Farside Investors also states that 10% of profits from this product are allocated to Bitcoin developers (source: Farside Investors, https://farside.co.uk/btc/). The full dataset and disclaimers are available on Farside's dashboard for verification and context (source: Farside Investors, https://farside.co.uk/btc/).

According to @MI_Algos, the latest BTC drawdown reflects a leverage flush and weak-hand capitulation across BTC, ETH and altcoins rather than a confirmed structural breakdown, highlighted by mass liquidations and extreme fear readings, which have historically presented opportunity zones for disciplined traders, source: @MI_Algos. According to @MI_Algos, a 50-day and 200-day SMA death cross is imminent and has historically aligned with macro bottoms in BTC, with the path hinging on whether price can hold support within the larger structure, source: @MI_Algos. According to @MI_Algos, the critical pivot is the Yearly Open near 93.3k, where weekly and monthly closes below that level would open risks for a 50 to 60 percent drawdown, while holding and reclaiming the 50-day SMA into the weekly close would favor stabilization, source: @MI_Algos. According to @MI_Algos citing Chainalysis, North America processed 2.3 trillion dollars in crypto transactions from July 2024 to June 2025 with 45 percent in transfers over 10 million dollars, indicating elevated institutional participation, source: Chainalysis via @MI_Algos. According to @MI_Algos citing industry observations, large institutions are building custody and settlement rails, consistent with ongoing enterprise adoption trends, source: EY via @MI_Algos. According to @MI_Algos, traders should monitor BTC dominance versus TOTAL3 for rotation signals, USDT dominance for risk-on or risk-off, and whether BTC can recapture the 50-day SMA to neutralize the immediate death-cross risk and set up a later golden cross, source: @MI_Algos. According to @MI_Algos, the author’s scenarios are worst case a breakdown below the Yearly Open into a 50 to 60 percent bear market, base case fear and greed at 8 to 11 with consolidation above the Yearly Open and recovery toward price discovery in 2026, and best case a quiet institutional bid that averts major downside, source: @MI_Algos. According to @MI_Algos, the actionable approach is range trading with predefined levels, watching liquidity and dominance flows, and letting the chart data, not narratives, drive execution, source: @MI_Algos.

According to @cas_abbe, traders should look beyond short-term prices and focus on three structural drivers: US crypto policy bottlenecks are clearing, institutional flows are material, and major Ethereum upgrades are progressing, together indicating a stronger market foundation than prior cycles; source: @cas_abbe on X, Nov 14, 2025. For trading, this suggests prioritizing ETH exposure and monitoring catalysts tied to US policy headlines, allocation signals from institutions, and upcoming upgrade milestones rather than reacting to day-to-day volatility; source: @cas_abbe on X, Nov 14, 2025.