CFTC (December 8-11): Allows BTC, ETH, and stablecoins as collateral for FCM.
Impact: Medium-term bullish - increased derivatives integration
Bitcoin Spot ETF:
YTD: ~$57B in cumulative inflows
Recent: Mixed Outflows (19/12), GBTC negative, IBIT/FBTC positive
Ethereum Spot ETF:
18-19/12: Outflows ~$96M-$224M net
Fidelity: $0 net (20/12)
Impact: Short-term bearish - take profits, watch for a reversal.
