2026-01-18 13:20:25

This week's funding performance of BTC spot ETFs has indeed been impressive. Although there was a $394 million outflow on Friday alone, the total for the week remained positive, marking the strongest week since October. Institutional appetite is recovering, and the selling pressure from large holders has significantly eased.

As the main channel for traditional funds to enter the crypto market, ETF fund flows often predict price trends days or even weeks in advance. Currently, funds are flowing back in, and the supply side of BTC is also tightening—miners' output halving, large holders reluctant to sell—this supply-demand mismatch is favorable for prices.

But does this mean a bull market is coming? I don't think it can be so definitive. The market has never been driven by a single factor. Macroeconomic conditions, policy directions, sudden black swan events—any of these can change the situation. ETF fund data is just one piece of the puzzle in this game; we need to consider other dimensions as well.

There's also a detail that shouldn't be overlooked—institutional funds and retail investors are different. They come in slowly and leave slowly, and they won't chase after rallies or sell in panic. This stability is indeed a good thing, but the price explosive power may be limited as a result. So, this week's rebound is a positive signal, but far from a turning point.

BTC-2,35%

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ser_ngmi

· 11h ago

Institutions are recovering funds, but I still think it's a bit early to celebrate... I'm just worried that after this round of rebound, a black swan could come and wipe everything out. --- ETF data looks good, but what truly determines the trend isn't this. Why is no one talking about macroeconomics this week? --- Coming slowly and leaving slowly, this is a common problem for institutions. Their explosive power has really hit a ceiling. --- The supply and demand mismatch is indeed remarkable, but a bull market? Bro, you're overthinking it. --- No way it's a turning point, just a rebound. Don't be fooled by ETF data. --- There was such a large outflow on Friday, what does that mean? The sentiment is still unstable. --- I just want to know how long this rebound can last, and how many variables are still ahead.

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MEVHunter

· 11h ago

Hmm... ETF capital inflow is indeed impressive, but I’m more concerned about the intentions behind those large orders in the mempool. Institutions entering the market slowly won’t trigger any gas wars; instead, they give us arbitrage opportunities—just keep an eye on those sandwich attack chances, and the price difference is right there. --- Misaligned supply and demand? Nonsense. The real alpha is in on-chain data. Don’t just watch ETF inflows and outflows; look at mining pool relationships and the trends in flash loans—that’s the key. --- Basically, this week’s rebound is institutions accumulating shares. I want to see if a black swan will crash the market later. That volatility will be the biggest advantage in the race. --- Institutions come slowly and leave slowly? Ha, perfect—we have arbitrage bots that are much more efficient than them. In this market, opportunities for flash loans are abundant. --- Another "inflection point theory"... Just listen, real opportunities are in the corners ignored by the market. On-chain data never lies. --- Fund flow data is just surface-level; I care more about whether gas fee optimization and MEV extraction space have expanded. That’s where real, tangible profits come from.

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Web3Educator

· 11h ago

nah the real tell is watching where these institutions *actually* move their coins post-purchase—that's when we know if it's genuine conviction or just portfolio rebalancing theater

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AirdropHermit

· 11h ago

Institutions are really eating up chips, but don't be fooled by a week's data; black swan events can knock at any time. --- Capital inflow is good, but the pace is painfully slow, far behind retail investors' selling speed. --- Supply and demand mismatch sounds good, but the Federal Reserve can overturn everything with a single meeting. I choose to trust my own wallet. --- ETF data is just a reference; the real big moves are still on the macro side. Don't get too excited. --- This kind of stability is indeed boring; limited explosive power makes the market a free ride. --- On Friday, there was still a outflow of 394 million, indicating someone has already started to run. The signals are not that clear. --- Puzzle pieces are puzzle pieces, but the key is to see how next week's policy direction goes; otherwise, even strong capital flows can't be reversed.

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