小龙先生|Sep 04, 2026 11:44
《Three-in-One Trading System|BTC Evening Market Analysis (1/3): On-Chain Data》
---Are spot ETFs going crazy with buying? Is BTC about to skyrocket?
I was shocked when I saw this chart of spot ETF institutional inflows! A net inflow of $730 million in a single day—the largest single-day inflow this year!
The fence-sitters are finally making bold moves! Over the past 24 hours, there’s been a significant shift in on-chain capital structure. Let’s dive into the data:
(1) Explosive net inflows from ETF institutions.
On September 3, U.S. Bitcoin spot ETFs saw a single-day net inflow of $730.8 million. BlackRock’s IBIT contributed $454 million, and ARKB added $137.7 million.
This marks the largest single-day inflow since January this year. It’s been three consecutive days of inflows this week, completely reversing last Friday’s outflow trend.
(2) Whales are also scooping up BTC on a large scale.
On September 4, when BTC was trading at $78,765, four key addresses placed BTC buy orders worth approximately $118 million below $76,700. Overnight, they saw a paper profit of $1.6 million.
Mid-sized whales have net purchased 73,300 BTC over the past 60 days, the highest since April 21. Meanwhile, super whales have added 43,300 BTC during the same period. Institutional-level funds have placed massive buy orders below $77K.
(3) Tokens are concentrating in the hands of big players and whales.
Small wallets are consistently selling off, with tokens flowing from retail investors to large holders and whale wallets. With ETFs continuing to see inflows, whales collectively accumulating, and retail sell-offs being absorbed, the bullish foundation is solid.
That said, potential risks remain. The recent price surge has been primarily driven by short covering rather than new long positions, indicating a lack of fresh spot demand.
Additionally, around 110,000 BTC have recently been realized for profit, creating short-term selling pressure. However, it’s becoming increasingly difficult for bears to stop the bull market from taking off!
Whale accumulation, ETF explosions, and retail sell-offs being absorbed—these factors together form a complete bullish structure. Breaking through $83K will be the true confirmation line and ignition signal for the bull market!
#BTC #Crypto #Bitcoin #ETF #Whales
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