Phyrex|Feb 26, 2026 17:29
Sometimes guessing the spot ETF data can be pretty fun. Yesterday, BTC had a nice pump, so I figured the spot ETF data would show a net inflow, and it’d be quite high. Sure enough, a single-day net inflow of over 5,600 BTC turned out to be the best data since February 2. But who knows how long this kind of data can be sustained? A lot of new investors are all about chasing highs and cutting losses, even BlackRock investors are like that.
For quite a while now, the main sellers have been BlackRock investors. Yesterday, BlackRock had a net inflow of over 4,300 Bitcoin, but today BTC is already pulling back. Let’s see tomorrow’s data—who knows, it might turn into a net outflow.
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