Post

小龙先生
小龙先生
Show original
ETF现货机构资金流向:流入在减速,方向没有变,钱还在进,只是进得少了。连续7日净流入,累计约29.8亿美元。这个体量在历史上不算小。 真正的问题在于结构。 资金高度集中在IBIT一家。其他11只产品要么是零头,要么在流出。这说明机构的买入是选择性的、集中的,不是全面性的机构回归。 小龙的核心判断: ETF流入从9.99亿降到1.34亿,减速87%,这是短期买盘动能减弱的明确信号。虽然贝莱德还在买,7天13.5亿的体量说明机构没有离场,流入减速不等于流入停止,只是脉冲结束了,回归常态。 关键看下周能否维持在日均1亿以上,如果能,说明机构在稳步建仓;如果继续衰减到几千万甚至转负,短期支撑就会消失,比特币价格将继续下跌回调。
小龙先生
小龙先生
Bitcoin ETF Spot Institutional Fund Flows: Inflows Are Slowing Down, a Significant Hidden Risk Is Emerging! Friends, let's first look at the latest ETF institutional fund flow situation (as shown in the figure below): Yesterday, the US Bitcoin spot ETF had a net inflow of $134 million, marking the 7th consecutive day of net inflows. However, the amount is continuously declining, which is not a good sign! ETF institutions are no longer aggressively buying BTC. Let's look at the fund flow rhythm over this week: September 21, single-day inflow of $999 million, setting the highest record in 2026. September 22, $715 million. September 23, $347 million. September 24, $191 million. September 25, $134 million. From $999 million to $134 million, a drop of 87% over five days. BlackRock IBIT remains the absolute main buyer of BTC among ETF institutions. On September 25, IBIT had a single-day inflow of $96.99 million, accounting for 72% of the total inflow that day. Fidelity FBTC inflowed $49.32 million; together, these two accounted for almost all inflows. In the past 7 trading days, IBIT has cumulatively inflowed about $1.35 billion, nearly half of the total inflow in the entire ETF category. What does this mean? ETF buying is rapidly slowing down. Monday's $999 million was a pulse inflow driven by short squeeze and FOMO sentiment combined, followed by three consecutive days of decline, indicating that chasing funds are retreating. The direction hasn't changed; money is still coming in, just less so.

Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more

Replies

No comments yet. Be the first to reply!