Phyrex
Phyrex|Sep 16, 2026 15:53
In the past 7 effective trading days, ethereum:native spot ETF has still accumulated a net increase of 65,599.92 ETH. Although there was a net decrease of 29,416.71 ETH on the 15th, ending two consecutive days of replenishment, this reduction only offset about a quarter of the increase from the previous two days, meaning most of the recently accumulated new positions remain intact. The 7-day cumulative figure has significantly declined compared to the previous period, partly due to the large-scale increase on September 3 moving out of the window, so it can't be entirely interpreted as new withdrawals. Within the same interest rate decision window, BTC's 7-day cumulative has already turned negative, while ETH still maintains net increases, indicating that ETH's ETF position structure is temporarily more resilient, though buying pressure doesn't persist every day. ETH is currently closer to a back-and-forth process during replenishment, and it's not enough to confirm a reversal in allocation trends. If post-meeting policy uncertainty decreases and the ETF resumes continuous accumulation, spot support is more likely to continue; however, if significant reductions persist, this relative advantage will be further eroded. @Gate Crypto, US stocks, Hong Kong stocks, Korean stocks, gold, CFD, prediction markets—all-in-one trading.
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