How Bitcoin & Ethereum Absorbed $500M — Without a Rally
▪ $500M+ ETF Inflows, Flat Prices
Between Dec 8–12, Bitcoin & Ethereum spot ETFs saw $500M+ in net inflows, yet prices barely moved.
▪ Bitcoin ETF Demand Stayed Strong
BTC ETFs added $287M, led by BlackRock’s IBIT, with steady daily inflows despite mixed sessions.
BTC traded near $89.6K, down ~2.2% on the week.
▪ Ethereum ETFs Followed Closely
ETH ETFs recorded $209M in inflows, driven by BlackRock’s ETHA and Fidelity’s FETH.
ETH hovered around $3,127, slipping just 0.23% weekly.
▪ Why Prices Stayed Range-Bound
– Fed rate cut already priced in
– BTC capped below $92K–$94K resistance
– Risk sentiment remained cautious
– No leverage-driven chase from traders
▪ Capital Absorption Phase
ETF buying suggests long-term allocation, not short-term speculation.
The market absorbed supply calmly, with ownership shifting quietly.
▪ Big Picture (ETFs in 2025)
– BTC ETFs: $118.3B AUM
– ETH ETFs: $19.4B AUM
Demand is growing—even when price action is muted.
▪ Final Take
When capital flows stay strong but volatility stays low, the next move often comes suddenly and unexpectedly.
