Brothers, take a look at this data. This week, the net inflow of Bitcoin spot ETFs in the U.S. is close to $287 million, with the two giants BlackRock and Fidelity taking the lion's share, and the market is voting with real money.
My view is clear: this is not retail investors' short-term speculation; this is traditional large capital continuously building positions. BlackRock's IBIT can absorb $214 million in a single week, this scale and momentum indicate that Wall Street's smart money is treating Bitcoin ETFs as a serious asset allocation tool. Although there has been outflow from Grayscale's GBTC, the overall net inflow is positive, which indicates that funds are not leaving the market but are shifting between different products in search of better options.
But don't get too carried away. The net outflow from ARKB and HODL is a warning bell; there has always been differentiation within the market. This indicates that even against a backdrop of a favorable macro trend, the selection of funds has become picky, not mindlessly charging ahead. The crypto market is volatile, and a week's data cannot represent the whole picture; blind optimism is digging a pit for oneself.
Here’s some advice for my family, listen up. First, keep an eye on data regarding the flow of funds; this is a window to observe the movements of the 'big whales,' more useful than any gossip. Second, manage your asset allocation well; don't put all your chips on the table. The assets related to spot ETFs can serve as a stable flank for your layout in digital assets, but they are certainly not everything. Third, and most importantly, manage your risk well, set your stop-loss levels, don't let profits evaporate, and definitely don't hold onto losing positions. The market will always reward those who are patient and cautious.
In summary, trends are friends, but madness is not. Stay steady, and we can win.
