According to Farside Investors (@FarsideUK), Grayscale’s ETHE recorded a US$33.8 million net outflow on Dec 24, 2025, in its daily U.S. Ethereum ETF flow update (source: Farside Investors tweet and dashboard at farside.co.uk/eth). A negative daily flow means redemptions exceeded creations for the fund that day, which defines net outflow in ETF flow reporting (source: U.S. SEC Investor Bulletin on Exchange-Traded Funds).

According to @Andre_Dragosch, the Strategic Reserve Accumulation (SRA) model by Murray Rudd and Dennis Porter frames Bitcoin BTC as an emerging strategic reserve asset with price driven by shrinking liquid supply, a 10-12 year logistic adoption curve, inelastic CES demand, and reflexive feedback between price and adoption (source: @Andre_Dragosch on X, Dec 19, 2025). He reports institutional reserve accumulation is capped at 1k-3k BTC per day across scenarios, implying persistent float reduction and demand-led price formation relevant for traders tracking liquidity and ETF inflows (source: @Andre_Dragosch on X, Dec 19, 2025). Price forecasts cited are 2030 bear base bull at about 250k 540k 1.5M dollars and 2035 at about 500k 950k 5M plus, from a starting point near 65k post 2024 halving, highlighting demand outpacing supply as adoption scales (source: @Andre_Dragosch on X, Dec 19, 2025). Dragosch adds that prior halving-cycle models such as Stock-to-Flow and BAERM are less informative as ETFs BTCTCs and sovereign demand shift drivers from supply to demand, while the Power Law model may be too conservative amid accelerating adoption, shaping a new trading regime (source: @Andre_Dragosch on X, Dec 19, 2025). He cautions the SRA relies on strong assumptions and may be destabilized by slower adoption regulation macro shocks or competing reserve assets, so outputs should be used as scenario guidance not gospel for risk management (source: @Andre_Dragosch on X, Dec 19, 2025).

According to @WatcherGuru, Michael Saylor said 12 years ago that Bitcoin’s days were numbered, yet MicroStrategy is now among the largest corporate holders of BTC by publicly disclosed balances. Source: Watcher.Guru Twitter post dated Dec 18, 2025; Source: MicroStrategy investor relations and SEC filings (2020–2024), which repeatedly report BTC acquisitions via press releases and Form 8-Ks, confirming ongoing balance-sheet allocation relevant for traders tracking institutional demand.

According to the source, U.S. spot Bitcoin ETFs recorded about $457 million in net inflows, the third-largest daily haul since October, indicating renewed demand from traditional investors and a supportive near-term backdrop for BTC price action (source: the source). Traders monitor ETF net flows as a lead indicator for BTC liquidity and short-term momentum; sustained positive flows can coincide with stronger dip-buying and tighter spreads during the U.S. session (source: the source).

According to @FarsideUK (Farside Investors) via a Dec 16, 2025 post on twitter.com/FarsideUK/status/2000789927504548266, BlackRock’s Bitcoin ETF reported US$0 million daily net flow. According to the same Farside dataset at farside.co.uk/btc/, the flow figure is stated in US dollars and represents the day’s net creations minus redemptions. According to Farside Investors’ reporting, a US$0 million net flow implies creations equaled redemptions or none occurred, indicating no net ETF-driven buy or sell pressure from BlackRock on BTC for that day.

According to @FarsideUK, BlackRock’s US Ethereum ETF recorded a net daily outflow of $139.1 million, based on the Farside Investors Ethereum ETF Flow dashboard (source: Farside Investors). According to BlackRock iShares ETF education, net ETF outflows indicate redemptions exceeded creations, reducing shares outstanding and reflecting weaker primary-market demand for the underlying asset (source: BlackRock iShares). According to CFA Institute, ETF primary-market flow data are used by market participants as a high-frequency indicator of demand and liquidity conditions in the underlying market, making such daily Ethereum ETF flows relevant for ETH trading decisions (source: CFA Institute).

According to Farside Investors, U.S. Ethereum ETFs recorded a total net inflow of $57.6 million on 2025-12-10 (Source: Farside Investors, ETH ETF Flow dashboard and Dec 11, 2025 post: farside.co.uk/eth/; twitter.com/FarsideUK). ETHA led daily creations with +$56.5 million, while FETH registered -$6.8 million and ETH posted +$7.9 million (Source: Farside Investors, ETH ETF Flow dashboard and Dec 11, 2025 post: farside.co.uk/eth/; twitter.com/FarsideUK). All other tickers — ETHW, TETH, ETHV, QETH, EZET and ETHE — showed $0 flow on the day, concentrating activity in ETHA and ETH (Source: Farside Investors, ETH ETF Flow dashboard and Dec 11, 2025 post: farside.co.uk/eth/; twitter.com/FarsideUK).

According to @WatcherGuru, Vivek Ramaswamy’s firm Strive plans to raise $500 million to purchase additional Bitcoin (BTC), indicating prospective buy-side demand in BTC markets; source: @WatcherGuru. According to @WatcherGuru, traders can monitor official confirmations of the raise and subsequent purchase disclosures to assess potential spot demand impact on BTC; source: @WatcherGuru.

According to the source, BlackRock CEO Larry Fink said at the New York Times DealBook Summit that multiple sovereign wealth funds have been buying Bitcoin (BTC) on price dips and plan to hold for years; source: New York Times DealBook Summit (Larry Fink). This points to state-backed allocators employing dip-buying strategies and long holding horizons, a trading-relevant signal of ongoing institutional demand for BTC; source: New York Times DealBook Summit (Larry Fink).

According to @FarsideUK, Fidelity’s U.S. Bitcoin ETF recorded a $54.2 million net outflow for the latest trading day, as shown on the Bitcoin ETF Daily Flow tracker (source: Farside Investors, farside.co.uk/btc; source: Farside Investors on X, Dec 5, 2025). Traders monitor these ETF net flows as a high-frequency gauge of institutional demand for BTC spot exposure, with negative prints highlighting weaker primary-market buy pressure (source: Farside Investors flow tracker and methodology, farside.co.uk/btc).

According to Farside Investors, Fidelity’s US Ethereum ETF posted a net outflow of $17.9 million on Dec 5, 2025, as reported on its Ethereum ETF Daily Flow tracker on farside.co.uk/eth, source: Farside Investors. Outflows reflect net redemptions, and in cash redemption structures can necessitate selling the underlying asset, making daily ETF flow data a useful gauge of marginal demand for ETH during US hours, source: SEC Investor.gov and iShares ETF education.

According to @AltcoinDaily, BlackRock CEO Larry Fink said sovereign wealth funds are buying Bitcoin and added he knows they bought more when BTC was in the 80k range, indicating high-conviction institutional demand; source: Altcoin Daily on X, Dec 4, 2025. For trading, the reported 80k region can be monitored as a potential demand zone where large bids may cluster, with focus on price reaction and liquidity around that level; source: Altcoin Daily on X, Dec 4, 2025.

According to @simplykashif, citing Bitwise, ETH buying by treasuries fell 81% from August. According to Bitwise data shared by @simplykashif, this represents a sharp deceleration in ETH accumulation by treasuries.

According to @FarsideUK, BlackRock’s US Ethereum ETF recorded a -88.7 million dollar net daily flow, reflecting net redemptions exceeding creations on the latest update. source: Farside Investors, farside.co.uk/eth Farside Investors publishes issuer-level daily ETH ETF flows, enabling traders to track institutional demand and flow momentum in near real time. source: Farside Investors, farside.co.uk/eth Full methodology, cumulative totals, and historical time series are available on the Farside ETH ETF dashboard for verifying flow-driven trading signals. source: Farside Investors, farside.co.uk/eth

According to @FarsideUK, Fidelity’s Bitcoin ETF recorded a daily flow of 77.5 million US dollars on November 29, 2025. Source: twitter.com/FarsideUK/status/1994580631548756065; farside.co.uk/btc Farside Investors’ dashboard publishes USD-denominated daily Bitcoin ETF flows by issuer with historical series, enabling tracking of cumulative flows and day-by-day momentum relevant to BTC liquidity analysis. Source: farside.co.uk/btc Traders can reference the Farside dataset for timing and sizing decisions around BTC because it provides daily figures alongside data notes and disclaimers for context. Source: farside.co.uk/btc

According to Farside Investors, BlackRock's US spot Bitcoin ETF (IBIT) recorded a daily flow of 42.8 million USD on Nov 27, 2025, based on the Bitcoin ETF Daily Flow tracker; source: Farside Investors, farside.co.uk/btc. According to Farside Investors, the full dataset and disclaimers for US Bitcoin ETF flows are available at farside.co.uk/btc for verification; source: Farside Investors.

According to @CoinMarketCap, BlackRock head of digital assets Robbie Mitchnick said on the Coin Stories Podcast that most BlackRock clients primarily view Bitcoin (BTC) as digital gold, while its global payments use case remains more speculative. Source: @CoinMarketCap. For traders, this indicates institutional demand is concentrated in store-of-value exposure to BTC rather than payment-adoption themes, favoring strategies aligned with the digital-gold narrative. Source: @CoinMarketCap. Monitor BTC’s reaction to store-of-value narratives versus payments headlines, as the institutional stance highlighted here may influence near-term demand drivers and positioning. Source: @CoinMarketCap.

According to @CoinMarketCap, CME Group’s cryptocurrency futures and options suite hit an all-time daily volume record of 794,903 contracts on Friday, signaling accelerating demand for regulated crypto risk management tools amid ongoing market uncertainty. Source: @CoinMarketCap. CME lists Bitcoin BTC and Ether ETH futures and options, including standard and micro contracts, which are widely used by institutions in U.S.-regulated markets. Source: CME Group. Contract totals include micro products, so notional volume can differ from contract counts; Micro Bitcoin MBT is 0.1 BTC per contract and Micro Ether MET is 0.1 ETH per contract. Source: CME Group.

According to @FarsideUK, VanEck’s US spot Bitcoin ETF posted US$0 million net daily flow on Nov 25, 2025. Source: Farside Investors on X (Nov 25, 2025). Farside also states that 5% of profits from this ETF are allocated to Bitcoin developers, highlighting a developer-support pledge tied to the product. Source: Farside Investors on X; Farside BTC ETF flow dashboard farside.co.uk/btc. A zero net flow indicates no net creations or redemptions for VanEck’s fund today, implying no ETF-driven net spot BTC buying or selling from this vehicle. Source: Farside BTC ETF flow dashboard farside.co.uk/btc. Traders tracking BTC liquidity can monitor aggregate US spot Bitcoin ETF flows and cross-fund trends via Farside’s dashboard to assess market-wide flow momentum. Source: Farside BTC ETF flow dashboard farside.co.uk/btc.

According to @FarsideUK, Invesco’s US Bitcoin ETF reported US$0 net flow on Nov 19, 2025, indicating no net creations or redemptions for the day (source: @FarsideUK). For BTC traders monitoring ETF-driven spot demand, a zero net flow reads as flat issuer-level demand during the U.S. session (source: @FarsideUK data). Dataset methodology and disclaimers are maintained by Farside Investors for issuer-level flow tracking (source: Farside Investors).