资金流分析

🚀 Analysis of Bitcoin and Ethereum ETF Fund Flows in the Week of the Fed's Rate Cut 📊

During this important financial week when the Fed announced a 0.5% rate cut, there have been some interesting changes in the attitudes of US investors towards spot Bitcoin and Ethereum ETFs.

According to SoSoValue data, investors invested more than $500 million in 11 Bitcoin ETFs in the four trading days before the FOMC meeting. However, on the day of the rate cut, outflows reached $52.83 million, but net inflows of $158.2 million and $92 million appeared in the following two days. From the weekly data, despite a large number of withdrawals on Wednesday, there was still a net inflow of $397 million this week overall.

It is worth noting that although BlackRock's IBIT is the largest Bitcoin ETF, investors have little interest in it, with only one day of positive fund outflows since August 26. At the same time, Fedelity's FBTC and Ark Invest's ARKB and Bitwise's BITB have attracted a lot of funds in the past few weeks.

As for the Ethereum ETF, although it has not attracted much attention in the two months since its listing, there have been some positive signs in the past two days. FarSide data shows that net inflows for two consecutive days were $5.2 million and $2.9 million, respectively. However, these figures are still smaller than the net outflows on Monday, Tuesday, and Wednesday, resulting in a net outflow of $26.2 million from the Ethereum ETF for the entire week.

💬 Do you think the Fed's rate cut has a positive impact on the flow of funds to Bitcoin and Ethereum ETFs? What does the change in investors' attitudes towards different ETFs indicate? Leave your views in the comment section!

#比特币ETF #以太坊ETF #美联储降息 #资金流分析

💰 $1.82 billion stablecoins flood into Binance! Is the bull market signal reappearing?
Funding scale: On-chain monitoring shows that Binance had a net inflow of $1.82 billion in stablecoins (mainly USDT, USDC) yesterday, setting a new record for the highest single-day inflow in nearly three months.
Market indication: CryptoQuant analyst Amr Taha pointed out that such massive inflows usually indicate that investors are preparing to enter the market, which may drive short-term increases in the spot market. Attention should be paid to the absorption capacity of mainstream coins like BTC/ETH.
Related dynamics: During the same period, Binance's contract platform had a net inflow of over 90 million USDT, with derivatives and spot funds being actively synchronized, potentially reinforcing market rebound expectations.
🐳 $900 million DOGE mysterious transfer! Sell pressure warning?
Whale activity: An anonymous address today deposited 900 million DOGE (approximately $208 million) into Binance, accounting for nearly 5% of the circulating supply, raising market concerns about selling pressure.
Historical correlation: DOGE has recently been in the final stages of an ABC wave correction. If the support at $0.20 is lost, it may accelerate the pullback; conversely, breaking through $0.286 may initiate a new upward trend.
Strategy tip: Large transfers can easily trigger price fluctuations; short-term traders should be wary of liquidity shocks, while long-term holders can assess overall sentiment in the MEME sector.
🔐 Binance increases ETH staking to 80,000! Is there a long-term positive outlook for Ethereum?
On-chain operation: Binance has transferred 80,000 ETH (approximately $379 million) to the Beacon Chain staking address, the largest single staking in nearly half a month.
Impact interpretation:
Reduces circulating supply, potentially beneficial for ETH prices;
Enhances the security of the Ethereum network, boosting confidence in the PoS ecosystem.
Signal significance: Large staking by exchanges reflects recognition of Ethereum's long-term value, potentially guiding institutional funds to follow up on layouts.
⚙️ Key events forecast for tomorrow
NEAR protocol upgrade (August 18, 03:00 CEST):
Binance will suspend NEAR deposits and withdrawals to support the network hard fork upgrade, trading will not be affected.
The upgrade focuses on performance optimization and reducing fees, which is beneficial for long-term ecological development.
💎 Summary: A threefold resonance of funds, technology, and sentiment
Bullish signals: $1.8 billion stablecoins entering + large ETH staking highlight the capital's allocation demand for core assets;
Volatility risk: DOGE whale transfer and NEAR upgrade suspension of deposits and withdrawals may trigger short-term disturbances;
#币安HODLerSTO #战略BTC储备 #质押指南 #新币上线 #资金流分析