U.S. ETF CASH FLOW RETURNS – THE MARKET STARTS TO WARM UP
U.S. ETF data from December 10-11 shows that the capital flow has strongly reversed after a quiet period at the beginning of the month. Specifically:
BTC ETF: +223.52 million USD
ETH ETF: +57.58 million USD
XRP ETF: +10.20 million USD
SOL ETF: +4.85 million USD
DOGE ETF: +171.92 thousand USD
LINK ETF: +2.56 million USD
The fact that all ETF groups recorded positive cash flow is a notable signal, especially when the market has just experienced strong fluctuations around the FOMC meeting. Institutional investors seem to be taking advantage of the adjustment period to re-accumulate, particularly in BTC and ETH – the two assets leading the overall market liquidity.
ETF cash flows often reflect medium-term expectations. When ETFs come back strongly, this indicates that the market structure is stabilizing, systemic risk is decreasing, and institutional risk appetite is beginning to expand again.
If this trend continues in the coming days, the crypto market could certainly see a stronger recovery in the second half of December.
