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据 Trader T（@thepfund）数据，昨日以太坊现货 ETF 净流入达 1.891 亿美元，为近 9 个月最高单日流入纪录。各基金流入情况如下： • ETHA（BlackRock）：+1.221 亿美元 • FETH（Fidelity）：+3,654 万美元 • ETH（Grayscale Mini）：+1,604 万美元 • ETHB（BlackRock Staked）：+971 万美元 • MSSE（Morgan Stanley）：+225 万美元 • ETHE（Grayscale）：+169 万美元 • EZET（Franklin）：+79 万美元 Bitwise、21Shares、Invesco及 VanEck 旗下产品当日净流入均为零。
According to data from Trader T (@thepfund), Bitcoin spot ETF net inflows reached $517.2 million yesterday, marking the highest single-day inflow record in nearly three months. The inflow details for each fund are as follows: • IBIT (BlackRock): +$284.7 million • ARKB (Ark): +$77.71 million • FBTC (Fidelity): +$62.41 million • BITB (Bitwise): +$35.60 million • GBTC (Grayscale): +$21.18 million • BTC (Grayscale Mini): +$19.66 million • MSBT (Morgan Stanley): +$9.98 million • EZBC (Franklin): +$5.92 million Products under Invesco, Valkyrie, VanEck, and WisdomTree all recorded zero net inflows for the day.
According to data from Trader T (@thepfund), the total net inflow for Bitcoin spot ETFs yesterday was $189.31 million. BlackRock $IBIT led with $143.57 million, accounting for approximately 76% of the total inflow for the day. Ark $ARKB had an inflow of $19.73 million, Bitwise $BITB an inflow of $16.15 million, Fidelity $FBTC an inflow of $23.92 million, and Grayscale Mini $BTC an inflow of $2.86 million. VanEck $HODL was the only product with a net outflow for the day, recording an outflow of $16.92 million, while inflows for all other products were zero.
According to BeInCrypto, crypto analyst Benjamin Cowen stated that Bitcoin is currently on day 1,363 of this cycle, while the past two cycles bottomed out on day 1,432 and day 1,436 respectively. Based on this, the bottom of this cycle is estimated to appear in October 2026, approximately 69-73 days from now. Cowen also pointed out that August and September have historically been seasonally weak periods for Bitcoin, with an average decline of about 10% in August during midterm election years. However, this prediction faces institutional-level skepticism. Fidelity pointed out that within months after Bitcoin hit an all-time high, one-year volatility touched a new low, a signal that never appeared in previous cycles; Bitwise Chief Investment Officer Matt Hougan believes that continuous inflows into spot ETFs and corporate balance sheet allocation demands have weakened traditional halving cycle patterns; Grayscale's 2026 outlook report also holds a similar view. Cowen, however, insists that although tops are becoming flatter, the bottom ranges of the four cycles have hardly shifted.
此外，摩根士丹利还新增了 257 万股自家比特币信托（MSBT，价值约 4330 万美元），并首次建仓 Grayscale Solana Staking ETF（GSOL）及 Fidelity Solana Fund（FSOL）。与此同时，其 Circle（CRCL）持仓从约 146 万股大幅增至 832 万股，并增持多家比特币矿企股份。值得注意的是，摩根士丹利同期减持了约 55 万股 Coinbase（COIN），并完全清仓约 800 万股 Bitfarms（BITF）。
Odaily News: According to Onchain Lens monitoring, Grayscale has transferred 572.9 BTC and 44,320 LINK from its Bitcoin Trust and Chainlink Trust wallets to Coinbase Prime, valued at approximately $35.9 million and $391,000, respectively.
Odaily News According to Gate Ventures' latest weekly report, global risk assets have shown a clear recovery over the past week, with major US stock indices collectively hitting new all-time highs. The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average rose 3.58%, 5.19%, and 2.96%, respectively. The crypto market also rebounded in tandem, with BTC up 2.1% on the week and ETH up 1.4%, bringing the total cryptocurrency market cap up 1.4%. On the capital flows front, BTC spot ETFs recorded net inflows of $853 million for the week, while ETH spot ETFs saw net inflows of $244.9 million, indicating further improvement in institutional demand.In terms of industry developments, the integration of traditional finance and blockchain continues to advance. BlackRock has appointed JPMorgan to push forward the tokenization of a European money market fund, exploring 24/7 transfer of blockchain-based fund shares. Grayscale has filed an S-1 registration statement for the first US Worldcoin ETF, further deepening the connection between digital assets and traditional financial markets. Stablecoin infrastructure also remained active, with Yellow Card completing a $40 million strategic funding round and planning to expand its stablecoin account and payment infrastructure into Latin America and the Asia-Pacific markets.On the investment and financing front, eight deals were completed last week, with total disclosed funding reaching $90.64 million, focused on the infrastructure track. Overall, market risk appetite has seen some recovery, with institutional-grade blockchain infrastructure, stablecoins, and asset tokenization remaining key areas of continued industry focus.
According to monitoring by Trader T (@thepfund), Ethereum spot ETFs recorded a net outflow of $14.6 million yesterday, with major outflows from BlackRock ETHA (-$23.8 million) and Fidelity FETH (-$3.3 million); only Grayscale Mini ETH (+$8.6 million) and BlackRock Staked ETHB (+$3.9 million) recorded net inflows, while the remaining products saw no fund movements.
According to data monitored by Trader T (@thepfund), Bitcoin spot ETFs recorded a net outflow of $144.6 million yesterday. The main outflows came from Grayscale GBTC (-$52 million), BlackRock IBIT (-$53.6 million), and Fidelity FBTC (-$40.3 million). Only Grayscale Mini BTC recorded a net inflow of $37.1 million, while the remaining products saw no fund movements.
Odaily News - In its Q2 Form 13F filing, Italy’s largest banking group, Intesa Sanpaolo, disclosed a reduction in its BlackRock iShares Bitcoin Trust (IBIT) holdings from 646,809 shares to 40,723 shares, a cut of approximately 94%. As of June 30, the remaining position was valued at $1.36 million.Intesa Sanpaolo also eliminated 99% of its IBIT call options and established a new put position covering 500,000 shares. The bank continues to hold 3.47 million shares of the ARK 21Shares Bitcoin ETF (ARKB), valued at $67.6 million at quarter-end, and maintains its 712,319-share position in the Grayscale XRP Trust unchanged.The bank increased its holdings in the BlackRock iShares Staked Ethereum Trust ETF from 116,200 shares to 349,600 shares, valued at $7.1 million as of June 30. This staked Ethereum fund holds ETH and passes through approximately 3% to 4% in annual network staking rewards.Intesa Sanpaolo also nearly doubled its position in Bitgo Holdings to 323,000 shares, while trimming Coinbase by 32%, Circle by 10%, and Robinhood by 43%. Additionally, it established a new position in commercial spaceflight company SpaceX with 5.66 million shares, valued at $966 million. (News Bitcoin)
According to Trader T data, US spot Ethereum ETFs saw a total net inflow of $92.14 million yesterday. Among them, BlackRock's ETHA led with a single-day net inflow of $81.14 million; Fidelity's FETH had a net inflow of $1.42 million, and BlackRock's staked ETH product ETHB recorded a net inflow of $1.96 million. Additionally, Grayscale ETHE and Grayscale Ethereum Mini Trust saw net inflows of $3.07 million and $4.55 million respectively. Most other products had no capital inflows or outflows on the day.
According to Trader T data, yesterday's total net inflow for US Bitcoin spot ETFs was $128.69 million. Among them, BlackRock's IBIT had a single-day net inflow of $128.33 million, ranking first; Fidelity's FBTC had a net inflow of $11.2 million, and Morgan Stanley's MSBT had a net inflow of $14.94 million. In addition, Grayscale GBTC and Grayscale Mini Bitcoin Trust had net inflows of $7.48 million and $6.83 million, respectively.
According to monitoring data from Trader T (@thepfund), Bitcoin spot ETFs recorded a net inflow of $211.5 million yesterday. BlackRock's IBIT led with $170.4 million, Fidelity's FBTC saw an inflow of $19.58 million, Ark's ARKB saw an inflow of $9.17 million, Bitwise's BITB saw an inflow of $8.72 million, and Morgan Stanley's MSBT saw an inflow of $3.68 million; products from Invesco, Franklin, Valkyrie, VanEck, WisdomTree, and Grayscale recorded no net inflows on the day.
According to Trader T data, US Ethereum spot ETFs recorded a total net outflow of $11.42 million yesterday. Among them, BlackRock ETHA had a net outflow of $9.03 million, Grayscale ETHE a net outflow of $7.84 million, and Fidelity FETH a net outflow of $930,000; meanwhile, BlackRock Staked ETHB recorded a net inflow of $5.78 million, and Morgan Stanley's MSSE a net inflow of $600,000, while fund inflows and outflows for other products remained roughly balanced.
According to data from Trader T (@thepfund), Ethereum spot ETFs recorded a net inflow of $7.39 million yesterday, showing a significant recovery compared to the previous day (July 29 net outflow of $18.6 million). Among them, BlackRock ETHA led with an inflow of $16.24 million, Bitwise ETHW saw an inflow of $1.37 million, 21Shares TETH an inflow of $380,000, and Morgan Stanley MSSE an inflow of $410,000; Fidelity FETH had an outflow of $2.87 million, BlackRock staked ETHB an outflow of $5.9 million, VanEck ETHV an outflow of $700,000, and Grayscale ETHE an outflow of $1.55 million, with net inflows for other products at zero for the day.
According to data from Trader T (@thepfund), yesterday's Bitcoin spot ETF net inflow was $233.15 million, a significant increase compared to the previous day (July 29 net inflow of $32.1 million). Among them, BlackRock IBIT led with an inflow of $183.41 million, Bitwise BITB had an inflow of $20.74 million, Fidelity FBTC had an inflow of $15.5 million, Morgan Stanley MSBT had an inflow of $7.42 million, VanEck HODL and Grayscale Mini BTC each had an inflow of $2.29 million, Ark ARKB had an inflow of $1.5 million, and the net inflow for other products was zero for the day.
According to data from Trader T (@thepfund), Ethereum spot ETFs saw a net outflow of $18.6 million yesterday. Breaking down by product, Morgan Stanley's new product MSSE recorded a net inflow of $14.3 million on its first day, and BlackRock's ETHA had a net inflow of $5.2 million; Fidelity's FETH saw a net outflow of $16.1 million, Grayscale's ETHE had a net outflow of $9.7 million, Grayscale Mini ETH had a net outflow of $8.1 million, 21Shares' TETH had a net outflow of $2.8 million, and Bitwise's ETHW had a net outflow of $1.4 million.
据 Trader T（@thepfund）数据，昨日比特币现货 ETF 净流入 3210 万美元。分产品来看，贝莱德（BlackRock）旗下 IBIT 净流入 8980 万美元，为当日最大买入方；富达（Fidelity）旗下 FBTC 净流出 4308 万美元；方舟（Ark）旗下 ARKB 净流出 1462 万美元；Bitwise、Invesco、Franklin、Valkyrie、VanEck、Morgan Stanley、WisdomTree及 Grayscale 旗下各产品当日净流量均为零。
According to data from Trader T (@thepfund), yesterday's Ethereum spot ETF net inflow was $26.3 million, down from the previous day (July 22 net inflow of $72.76 million). Among them, Fidelity $FETH had a net inflow of $14.9 million, making it the largest contributor of the day; BlackRock $ETHA had a net inflow of $8.5 million; BlackRock staked version $ETHB had a net inflow of $2.9 million; Bitwise, 21Shares, Invesco, Franklin, VanEck, and the Grayscale series all saw no capital changes.
this morning, two addresses suspected to be associated with Paradigm unstaked 2.92 million HYPE (approximately $171 million).Former Ethereum core developer and angel investor Eric Conner commented on this, saying: "Everyone assumes this is a sell-off, but it's more likely that this is for ETF seeding. Custodians require tokens to be liquid, and staked HYPE cannot be used. Back in April, they also unstaked $88 million worth of tokens, and on the same day, Grayscale updated its S-1 filing and switched its custodian to Anchorage."