According to @CoinMarketCap, Dubai’s VARA and Abu Dhabi’s ADGM have finalized and enforced complete crypto market frameworks, creating regulatory clarity for market participants (source: CoinMarketCap, Dec 25, 2025). The source reports that major exchanges, custody providers, and institutional funds have relocated or expanded operations in the UAE, indicating a shift of global crypto capital toward the region (source: CoinMarketCap, Dec 25, 2025). The source adds that while other jurisdictions politicized regulation, the UAE focused on building infrastructure to capture long-term industry migration rather than hyping prices (source: CoinMarketCap, Dec 25, 2025).

According to @KobeissiLetter, crypto funds recorded 952 million dollars of outflows last week, ending a run of three consecutive weekly inflows, source: The Kobeissi Letter on X, Dec 23, 2025. According to @KobeissiLetter, investors have withdrawn capital in six of the last ten weeks, source: The Kobeissi Letter on X, Dec 23, 2025. According to @KobeissiLetter, Ethereum ETH ETFs led with 555 million dollars in outflows, signaling that ETF-related selling pressure has returned, source: The Kobeissi Letter on X, Dec 23, 2025.

According to Charles d’Haussy, ADGM’s assets under management grew 48% and he argues that regulatory clarity—not laxity—is attracting institutional capital to Abu Dhabi as a new capital-of-capital, with implications for compliant crypto liquidity hubs (source: Charles d’Haussy, X post, Dec 16, 2025). He ties these takeaways to December 2025 activities around AD Finance Week, SolanaConf, and a dYdX x CoinRoutes and GammaPrime session, indicating heightened institutional engagement with those ecosystems (source: Charles d’Haussy, X post, Dec 16, 2025). For traders, his message emphasizes monitoring compliant venues and ecosystems connected to those events for participation and depth shifts, notably where Solana (SOL) and dYdX (DYDX) communities are active (source: Charles d’Haussy, X post, Dec 16, 2025).

According to @KobeissiLetter, crypto funds recorded $716 million of net inflows last week, the second-highest weekly intake in six weeks, source: @KobeissiLetter, Dec 11, 2025. Over the last two weeks, cumulative inflows reached $1.8 billion and total assets under management rose 7.9% off the November lows, indicating crypto ETFs are regaining last month’s losses, source: @KobeissiLetter, Dec 11, 2025.

According to Lookonchain, BlackRock deposited 1,385 BTC (approximately $126 million) and 799 ETH (approximately $2.5 million) to Coinbase Prime, with the activity referenced via Arkham Intelligence’s BlackRock entity page; source: https://twitter.com/lookonchain/status/1996910907121889417, source: https://intel.arkm.com/explorer/entity/blackrock. Arkham Intelligence lists the entity as BlackRock, and Coinbase states that Coinbase Prime is its institutional trading and custody platform—making large transfers to Prime a key flow to monitor for traders; source: https://intel.arkm.com/explorer/entity/blackrock, source: https://www.coinbase.com/institutional/prime.

According to @lookonchain, 10 Bitcoin ETFs recorded net outflows of 8,794 BTC, equivalent to USD 838.49 million, on Nov 17. Source: @lookonchain on X, Nov 17, 2025. According to @lookonchain, BlackRock saw outflows of 4,880 BTC, equivalent to USD 465.26 million, and currently holds 790,069 BTC valued at USD 75.33 billion. Source: @lookonchain on X, Nov 17, 2025. According to @lookonchain, 9 Ethereum ETFs recorded net outflows of 87,460 ETH, equivalent to USD 279 million, on Nov 17. Source: @lookonchain on X, Nov 17, 2025. According to @lookonchain, BlackRock saw outflows of 54,730 ETH, equivalent to USD 174.59 million, and currently holds 3,773,989 ETH valued at USD 12.04 billion. Source: @lookonchain on X, Nov 17, 2025. According to @lookonchain, these figures indicate net redemptions across the covered BTC and ETH ETFs for the day. Source: @lookonchain on X, Nov 17, 2025.

According to @AltcoinDaily, this cycle differs because structural drivers now dominate crypto market flows, led by the launch of US spot BTC ETFs in January 2024 that introduced regulated creations and redemptions and new institutional demand, which did not exist in prior cycles, source: U.S. Securities and Exchange Commission approval orders dated Jan 10, 2024. Bitcoin’s April 2024 halving reduced the block subsidy to 3.125 BTC at block 840000, altering miner issuance and potential sell pressure compared with earlier cycles, source: Bitcoin blockchain data via mempool.space block 840000 on Apr 20, 2024. The SEC’s May 23, 2024 approval of 19b-4 filings for spot ETH ETFs opened a new channel for institutional ETH exposure and changed the flow mix this cycle, source: U.S. Securities and Exchange Commission approval orders dated May 23, 2024. For trading, monitoring daily ETF creations and redemptions from issuers to gauge net inflows and outflows, tracking on-chain miner balances after the halving, and following the Federal Reserve’s policy rate path to assess risk appetite can improve positioning versus prior cycles, sources: issuer disclosures from iShares Bitcoin Trust and Fidelity Wise Origin Bitcoin Fund, on-chain analytics from Coin Metrics, and Federal Reserve FOMC statements maintaining the target range at 5.25 to 5.50 percent across 2024.

According to @Andre_Dragosch, institutional positioning in the current cycle is increasingly concentrated in BTC, ETH, and SOL, with surveys indicating investors are focusing on these three assets, reflecting a winner-takes-all market structure; source: X post on Oct 26, 2025, https://twitter.com/Andre_Dragosch/status/1982395370656203230. For traders, this concentration suggests liquidity and volume will cluster around BTC, ETH, and SOL, making these majors relatively more attractive for allocation versus smaller alts; source: @Andre_Dragosch on X, Oct 26, 2025, https://twitter.com/Andre_Dragosch/status/1982395370656203230. Practical positioning: prioritize exposure to BTC, ETH, and SOL, consider pairs trades long majors versus a broad alt basket, and monitor BTC/SOL dominance and alt breadth for rotation risk as flows remain concentrated; source: @Andre_Dragosch on X, Oct 26, 2025, https://twitter.com/Andre_Dragosch/status/1982395370656203230.

According to Farside Investors (@FarsideUK), BlackRock’s Ethereum ETF recorded a daily flow of 42.5 million US dollars on Oct 22, 2025, as posted on their X account and detailed on farside.co.uk/eth. According to Farside Investors’ Ethereum ETF flow tracker (farside.co.uk/eth), the figure is listed in USD and attributed specifically to BlackRock’s product for that date.

According to the source, digital asset investment products recorded $3.17 billion of net inflows last week (source: public social-media update dated Oct 13, 2025). Year-to-date inflows rose to a record $48.7 billion for these crypto ETPs and funds (source: public social-media update dated Oct 13, 2025). Net inflows indicate more capital entered than exited these products during the period, a key flow metric closely watched by traders for market context (source: public social-media update dated Oct 13, 2025).

According to @FarsideUK, BlackRock's US Ethereum ETF posted a daily flow of 39.3 million USD on Oct 10, 2025, source: Farside Investors and farside.co.uk/eth. According to @FarsideUK, the figure is listed within Farside Investors' Ethereum ETF flow tracker for US funds, with data and disclaimers available at farside.co.uk/eth, source: Farside Investors.

According to the source, US spot Bitcoin ETFs launched in 2024 attracted significant cumulative inflows, and strong-inflow days aligned with positive BTC performance concentrated in US trading hours, source: issuer flow disclosures from BlackRock iShares and Fidelity, and Kaiko US session return analysis. CME Bitcoin futures open interest and volumes reached multi-year highs in 2024, signaling larger institutional participation and liquidity migration to regulated venues, source: CME Group. The share of BTC returns accruing during US hours rose after ETF approval, while Asia and Europe contributed less to net returns, underscoring US institutional influence on intraday price discovery, source: Kaiko. Weekly digital asset investment product reports identified the US as the primary driver of net inflows in 2024, linking regional fund flows to broader market momentum, source: CoinShares Digital Asset Fund Flows. ETH price action intensified around US regulatory milestones, including spot ETH ETF approvals and subsequent launch flows in 2024, aligning with shifts in institutional positioning, source: SEC orders and issuer disclosures. For trading, monitor daily US ETF net flows at the close, CME futures basis and open interest changes, and US-session liquidity depth to confirm trend strength in BTC and ETH, source: issuers, CME Group, and Kaiko.

According to @Andre_Dragosch, global cryptoasset ETPs posted the highest weekly net inflows on record at $5.66B, with BTC products at +$3.49B, ETH at +$1.49B, alts ex-ETH at +$0.68B, and baskets/thematics at -$0.002B (source: @Andre_Dragosch on X, Oct 6, 2025). Based on the figures reported by @Andre_Dragosch, BTC captured roughly 61.7% of weekly inflows and ETH about 26.3%, meaning around 88% of new ETP demand concentrated in BTC and ETH (source: @Andre_Dragosch on X, Oct 6, 2025). The slight outflow in basket and thematic products contrasts with broad single-asset strength, highlighting rotation toward large-cap BTC and ETH ETPs that dominated weekly creations (source: @Andre_Dragosch on X, Oct 6, 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 @lookonchain, 10 Bitcoin ETFs posted a combined net flow of −631 BTC (−$68.83M) on Sept 1, 2025. According to @lookonchain, VanEck recorded outflows of 627 BTC ($68.38M) and currently holds 16,780 BTC ($1.83B). According to @lookonchain, 9 Ethereum ETFs registered a combined net flow of −4,319 ETH (−$19M). According to @lookonchain, Bitwise saw outflows of 5,467 ETH ($24.06M) and currently holds 130,701 ETH ($575.08M).

According to Farside Investors, the Bitwise Bitcoin ETF posted a US$25 million net inflow on the latest trading day (source: Farside Investors). Farside also notes that 10% of profits from this ETF are allocated to Bitcoin developers (source: Farside Investors). Bitwise Asset Management states in its fund documentation that ETF share creations are backed by purchases of spot BTC held with the custodian, meaning positive net flows correspond to incremental spot BTC buying (source: Bitwise Asset Management).

According to @cas_abbe, BlackRock bought $610M in BTC and $3.05B in ETH in August, indicating stronger institutional demand for ETH than BTC (source: @cas_abbe on X, Aug 28, 2025). Based on the author’s figures, ETH inflows were roughly 5x BTC and about 83% of combined BTC+ETH inflows, which the author uses to classify the market as the 2nd phase of the crypto cycle (source: @cas_abbe on X, Aug 28, 2025). The author adds that this 2nd phase could persist, using institutional inflows as the key indicator for cycle positioning (source: @cas_abbe on X, Aug 28, 2025).

According to @lookonchain, Aug 15 saw ten Bitcoin ETFs record net inflows of +1,738 BTC ($205.17M), with iShares (BlackRock) contributing +4,428 BTC ($522.68M) and holding 748,968 BTC valued at $88.4B — source: @lookonchain, Aug 15, 2025. Based on these figures, other BTC ETFs had a combined net outflow of -2,690 BTC (1,738 total minus 4,428 at iShares), meaning iShares accounted for more than 100% of the day's net BTC ETF inflows — source: @lookonchain, Aug 15, 2025. According to @lookonchain, nine Ethereum ETFs posted net inflows of +138,232 ETH ($629.78M), with iShares adding +114,069 ETH ($519.7M) — source: @lookonchain, Aug 15, 2025. This implies non-iShares ETH ETFs contributed roughly +24,163 ETH to net flows (138,232 minus 114,069), so iShares captured about 82.5% of the daily ETH ETF net inflows — source: @lookonchain, Aug 15, 2025. The implied conversion from the reported flows is approximately $118k per BTC and $4.56k per ETH, consistent with the USD figures attached to the inflows — source: @lookonchain, Aug 15, 2025.

According to @rovercrc, Abu Dhabi’s sovereign wealth fund has disclosed a $534 million position in a BTC ETF (source: https://twitter.com/rovercrc/status/1956194071996768654). According to @rovercrc, the post does not specify the ETF ticker, the fund issuer, or the exact sovereign entity, and it provides no linked regulatory filing or issuer statement in the post itself (source: https://twitter.com/rovercrc/status/1956194071996768654). According to @rovercrc, traders focused on BTC and spot Bitcoin ETFs may treat this headline as unverified until an official disclosure from an ETF issuer or a regulator is produced, given the absence of documentation in the post (source: https://twitter.com/rovercrc/status/1956194071996768654).

According to @MilkRoadDaily, most new crypto inflows are institutional rather than retail, pushing capital into public-market proxies like BTC spot ETFs, MicroStrategy MSTR, and Coinbase COIN due to frictions moving capital on-chain (source: @MilkRoadDaily on X, Aug 10, 2025). According to @MilkRoadDaily, this institutional preference helps explain why BTC ETFs, MSTR, and COIN have recently outperformed, making ETF net flows and equity beta to BTC key trading indicators (source: @MilkRoadDaily on X, Aug 10, 2025). According to @MilkRoadDaily, ETH treasury companies could be the next focus as institutions seek scalable exposure, implying potential rotation toward equities with ETH on balance sheets when execution rails improve (source: @MilkRoadDaily on X, Aug 10, 2025).