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taishiro
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With $1.042B in cumulative BTC ETF outflows and total net assets falling to $98.1B, institutional demand is clearly facing pressure. A few corporate Bitcoin purchases can not offset that kind of selling
The bigger issue is the quality of demand. Buying BTC through leveraged financing or raising capital to support treasury holdings is not the same as sustained spot accumulation
#BTCInstitutionalDemand
URC（活跃）
Still relying on treasury increases to brainwash yourself? Take a look at the ETF fund flows.
Spot BTC ETF has a cumulative net outflow of 1.042 billion, with total net assets dropping to 98.1 billion.
Strategy bought 65.5 million to acquire 811 BTC, while on the other side, it directly took out 208 million to repurchase preferred shares. Strive increased holdings by 124 BTC, relying on 15% annualized financing.
This is not a large-scale entry, just accounting maneuvers.
BTC is stuck in the 77,000–80,000 range, fluctuating, down 0.61% intraday, with buying momentum fading.
No need to say more about ETH.
Funds continue to flee; whenever BTC turns, it falls faster than anyone else. Occasionally it rallies along, but that's just riding the wind, without its own main force.
Don't expect corporate treasuries to save the day. They are doing business, not carrying retail investors. Sporadic increases can't fill the hole left by ETF outflows.
Without sustained inflows, 80,000 is a very difficult barrier to cross.
Jumping in now to catch the falling knife means taking chips that institutions are offloading in batches.
$BTC $ETH #BTC现货ETF资金流出，企业财库增持放缓
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