Edgy - The DeFi Edge 🗡️|Mar 12, 2026 14:27
BTC Spot ETF flows are turning green again.
We had 4 consecutive red months of outflows dating back to October. It was getting ugly.
But it looks like the bleeding's stopped for now. We're looking at 3 weeks of positive inflows. The institutions are buying again even in this climate.
I'm not super excited yet bc the bars are tiny compared the inflows we saw half a year ago. Even though the size isn't there, at least the direciton's switching.
ETF flows are one of the cleanest reads on what big money is actually doing.
And right now they're accumulating into weakness while most of crypto Twitter is doom posting.
What I'm watching from here:
• Multiweek inflow trends, not single bars.
• Whether inflows are accelerating or decelerating week over week.
• And spot price action after the settlement window clears.
Think I need to see 2 months of positive inflows and I'll start getting excited.
We're not there yet, but it's good to see the bleeding stop a bit.(Edgy - The DeFi Edge 🗡️)
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