Everyone's been roasting MicroStrategy @Strategy for selling 32 BTC and causing a dump, but in a quiet corner where no one's looking, the real culprit—ETFs—has been silently dumping. In the past month, BTC had a net outflow of about $7.95B, with net assets dropping from $106.61B to $73.19B. (The drop in net assets also includes the impact of BTC's price decline). What can you do? U.S. semiconductor stocks are on fire, and Uncle Sam and Aunt Mary aren't buying AI—why would they buy BTC to put food on the table?