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Bitfinex Analysis: BTC Breaks Below Key Support, ETFs See Single-Day Net Outflow of $450 Million
According to Bitfinex Alpha, Bitcoin broke below the key support level of $77,100 on September 15, closing at $75,702 with a daily decline of 3.2%, marking its third consecutive closing lower after breaking through the recent range bottom. On that day, US spot Bitcoin ETFs recorded a net outflow of $450.4 million, with Fidelity FBTC seeing an outflow of $214.8 million and BlackRock IBIT recording an outflow of $161.7 million, accounting for 84% of total outflows. This marks the 14th-largest single-day net outflow in 2026. The downturn was driven by multiple factors: the failure of the CLARITY Act to advance, the 10-year US Treasury yield rising to 5% (for the first time since 2023), accelerated selling by short-term holders (exchange inflows surged sharply from 19,400 BTC to 33,100 BTC, of which 23,200 BTC were acquired at a loss), and foreign demand dropping to a historic low during the 20-year US Treasury auction. From a technical standpoint, BTC has fallen below the market average value of $76,500 and Strategy's average holding price of $75,412, leaving the average holder currently underwater. If the downtrend continues, key support levels below are $73,500 (cost basis for 3-6 month holders) and $71,300 (realized price for short-term holders). A rebound requires reclaiming $77,100 backed by significant spot trading volume.
SEC to Determine Confidentiality and Review Speed of Crypto ETF Filings, Grayscale, A16z and Others Split with Jane Street, Charles Schwab
Odaily News The U.S. Securities and Exchange Commission (SEC) has published responses to its request for comments on "Novel ETFs," funds that may hold crypto assets or employ unconventional strategies. The divergence in opinions centers on whether filing documents should remain public before the fund begins trading, and how fast the review process should be.Crypto asset manager Grayscale and the crypto policy organization Crypto Council for Innovation (CCI) support an optional confidential filing period to reduce the likelihood of competitors submitting imitation filings. Charles Schwab opposes full confidentiality and suggests disclosing filings at least 75 days before a fund launches.Grayscale requests the SEC to respond within 45 days, while CCI argues that the confidential process should not extend the automatic effectiveness or review deadlines. Venture capital firm Andreessen Horowitz (A16z) supports shortening the review timeline but emphasizes that the rigor of the review should not be reduced. Trading firm Jane Street, however, contends that accelerating the process could lead to lower product quality, competitiveness, and liquidity.The U.S. currently has 174 ETFs related to crypto assets. BlackRock's iShares Bitcoin Trust ETF (IBIT) manages approximately $61 billion in assets, accounting for roughly 38% of the total assets of related ETFs. The SEC will determine whether adjustments will be made to the confidentiality arrangement and review speed of filings. (Bitcoin.com News)
Analyst: Approximately 2-3% of BlackRock IBIT capital inflows come from self-custody users.
Citing Bloomberg ETF analyst Eric Balchunas, The Wolf of All Streets (@scottmelker) notes that approximately 2%-3% of the inflows into BlackRock's iShares Bitcoin Trust ETF (IBIT) have come from users who previously self-custodied Bitcoin, with Balchunas believing this proportion still has room to grow. He also points out that for Bitcoin users seeking censorship resistance, ETFs cannot replace on-chain self-custody; however, for those merely looking to hedge against currency debasement, ETFs represent a highly attractive store of value. Additionally, other analysis indicates that Morgan Stanley's Bitcoin ETF has seen zero outflows since its launch five months ago, which is viewed as a reflection of the current market's strong confidence in Bitcoin as an asset class.
Stacks Co-founder Shares Lessons from Coldcard Security Incident: Don't Put All Your BTC in One Basket
Odaily News, Stacks co-founder Muneeb shared his views on the Coldcard wallet incident, summarizing lessons learned in three areas: Bitcoin storage strategy, quantum computing threats, and ecosystem security building. Regarding Bitcoin storage strategy, he noted that many industry security experts are not even familiar with Coldcard, and top-tier security research institutions may not have conducted thorough audits of its code. Muneeb believes the best approach going forward should be asset diversification rather than concentrating all funds in a single solution, and suggested:1. Allocate 20%-30% of BTC to ETFs, such as BlackRock's Bitcoin ETF IBIT, for professional custody and regulatory protection;2. Allocate 40%-50% of BTC to multisignature solutions like Casa, such as the three-key model, spreading keys across security companies, mobile devices, and hardware wallets;3. Allocate 20%-30% of BTC to more advanced self-custody approaches, combining different hardware wallets and diverse entropy sources.On the quantum computing threat, Muneeb stated that once quantum computers break through existing encryption systems in the future, Bitcoin users may experience a shock similar to "BTC suddenly being transferred out of cold wallets." The quantum threat is real, and the industry should prepare in advance rather than underestimate technological progress, especially against the backdrop of large language models accelerating scientific research breakthroughs.
Bitcoin and Ethereum ETFs see net inflows of $239 million in a single day; Japan advances crypto ETF framework
Odaily News on July 14, Bitcoin ETFs recorded net inflows of $181 million, and Ethereum ETFs recorded net inflows of $58.34 million. No outflows were observed for either Bitcoin or Ethereum ETFs on that day. BlackRock's IBIT saw net inflows of $139 million, Fidelity's FBTC posted net inflows of $21.07 million; all net inflows into Ethereum ETFs came from BlackRock's ETHA. HYPE, XRP, and Solana ETFs had no trading activity on the day. Morgan Stanley submitted a proposed amended filing for spot Ethereum and Solana ETFs, with the document covering service providers such as Coinbase Custody and staking provisions. Japanese policymakers are advancing reforms aimed at classifying crypto assets under the Financial Instruments and Exchange Act.
Bitcoin Falls Below $65,000: Fed Meeting Looms, Structural Concerns Over Strategy and Leverage Risks Converge
Bitcoin continues to face pressure amid macroeconomic uncertainty and institutional wait-and-see sentiment, hovering around $64,500, down approximately 2% on the day. The market is awaiting the outcome of the Fed FOMC meeting, which will be chaired by Kevin Warsh for the first time, with widespread expectations that interest rates will remain unchanged in the 3.50%–3.75% range.Analysts point out that the focus of this meeting has shifted from "whether to cut rates" to "policy path and inflation signals." Current US inflation is believed to remain near three-year highs, with energy prices and geopolitical developments keeping the market cautious about the future policy direction.Pressure is also emerging simultaneously on the chain and institutional levels. Structural concerns surrounding Strategy (formerly MicroStrategy) continue to escalate, with its preferred stock STRC falling to $91.79 on June 16, over 8% below its $100 par value, seen as a sign of weakening corporate Bitcoin buying power.Although spot Bitcoin ETFs recorded net inflows of approximately $10.1 million on June 16, with BlackRock's IBIT contributing the majority, the capital scale remains significantly lower than in previous periods, indicating limited buying momentum.Market research firms Bitfinex and QCP note that the recent Bitcoin rebound appears more like a "technical recovery driven by exhausted selling pressure" rather than being fueled by new demand. In the derivatives market, rising implied volatility in options and a skew towards put protection suggest traders are pricing in tail risks.In terms of price structure, Bitcoin is considered to be oscillating in the short term within the $60,000 to $68,000 range. If the Fed signals a hawkish stance or institutional buying weakens further, a pullback to the $62,000–$63,000 range is possible.Overall, the current market presents a combination of "macro wait-and-see, marginal institutional weakening, and heightened derivatives defense." The short-term direction still depends on FOMC policy signals and the potential return of ETF and corporate capital flows. (The Block)
Bitcoin spot ETF net inflows reached $66.19 million yesterday.
According to data from Trader T, Bitcoin spot ETFs recorded an overall net inflow of $66.19 million on September 29. BlackRock IBIT saw a net inflow of $51.09 million, ARK Invest ARKB registered a net inflow of $33.24 million, Bitwise BITB experienced a net outflow of $18.14 million, while other ETFs such as Fidelity FBTC and Grayscale GBTC reported zero net inflows and outflows for the day. On the same day, the 30-year U.S. Treasury yield reached a 24-year high, with Bitcoin's price hovering around $82,600.
Yesterday, US spot Bitcoin ETFs recorded a net inflow of $31.07 million.
According to Trader T data, the total net inflow into US Bitcoin Spot ETFs was $31.07 million on September 28. Specifically, BlackRock IBIT saw a net inflow of $54.84 million, Grayscale BTC (Mini Trust) recorded a net inflow of $10.32 million, Fidelity FBTC had a net outflow of $10.90 million, Grayscale GBTC experienced a net outflow of $23.19 million, and all other products had zero fund flows.
Yesterday, US spot Bitcoin ETFs recorded net inflows of $134 million.
According to data from Trader T, on September 25, US spot Bitcoin ETFs recorded a total net inflow of $134.46 million. BlackRock IBIT saw a net inflow of $96.99 million, Fidelity FBTC recorded a net inflow of $49.32 million, Bitwise BITB experienced a net outflow of $11.85 million, while net flows for other products were zero.
US Bitcoin spot ETFs saw a net inflow of $347 million yesterday.
According to Trader T data, on September 23, US spot Bitcoin ETFs recorded total net inflows of $346.98 million, marking a cumulative net inflow of $2.65 billion over five consecutive days. BlackRock IBIT saw net inflows of $166.29 million, Fidelity FBTC recorded net inflows of $143.24 million, Morgan Stanley MSBT posted net inflows of $32.41 million, and Ark Invest ARKB logged net inflows of $5.04 million.
Yesterday, U.S. Bitcoin spot ETFs recorded a net inflow of $714.74 million.
According to Trader T data, on September 22, Bitcoin spot ETFs recorded a total net inflow of $714.74 million. BlackRock IBIT saw a net inflow of $350.35 million, Fidelity FBTC $257.42 million, and Morgan Stanley MSBT $99.01 million; Grayscale Minis BTC, ARK Invest ARKB, and VanEck HODL recorded net inflows of $4.95 million, $570,000, and $2.44 million, respectively, while capital flows for other products were zero.
IBIT fund flows show a "double bird" pattern, Eric Balchunas says rebound momentum is emerging
Bloomberg ETF analyst Eric Balchunas posted on X platform that IBIT fund flows are showing a classic "double bird" pattern. He believes that this pattern can be compared to a golden cross in technical analysis, and the continuation of the current rebound trend is now emerging.
Bitcoin ETFs See 8 Consecutive Days of Net Inflows Totaling $2.8 Billion, Strongest Inflow Streak in 10 Months
Odaily News: Bitcoin News posted on X platform that U.S. spot Bitcoin ETFs have recorded net inflows for 8 consecutive days, totaling $2.8 billion. August has become the strongest month for capital inflows since 2026.As Bitcoin and gold rise in tandem, investors are increasingly seeking to hedge against risks including a weakening U.S. dollar, persistent inflation, and the widening U.S. fiscal deficit. Gold funds have also seen record demand.This shift is beginning to reflect in ETF trading. IBIT and GLD have rejoined the list of the top 10 most-traded ETFs, after semiconductor funds dominated for most of the summer.BlackRock noted that another significant source of demand comes from existing Bitcoin holders moving their tokens into ETFs. The company has so far processed approximately $5 billion in deferred-tax Bitcoin transfers into ETFs, and the minimum conversion amount has recently been lowered from $25 million to $1 million."As we continue to expand access, this scale will continue to grow," said Robbie Mitchnick, Head of Digital Assets at BlackRock.Mitchnick pointed out that incidents such as kidnappings, ransomware attacks, and custody failures are driving some Bitcoin holders to shift toward ETF custody.Bitcoin and gold are once again aligning with the core of the same macroeconomic logic, as the currency debasement trade makes a comeback.
Bitcoin ETFs see weekly inflows of approximately $1 billion, best performance since April
Odaily News: Bloomberg ETF analyst Eric Balchunas said on X platform that Bitcoin ETF inflows reached approximately $1 billion this week, marking the best weekly performance since April and the third-best week since the Silent IPO disrupted market performance in October last year.Since the Coldcard hack, IBIT, FBTC and a few other Bitcoin ETFs have seen consecutive daily inflows, and the correlation makes it hard to ignore the causal relationship. He noted that if the seemingly worst-case scenario of a cold storage Bitcoin hack marks the start of the next rally, it would be ironic but also in line with its usual characteristics.
Stacks Co-founder Shares Lessons from Coldcard Security Incident: Don't Put All Your BTC in One Basket
Odaily News, Stacks co-founder Muneeb shared his views on the Coldcard wallet incident, summarizing lessons learned in three areas: Bitcoin storage strategy, quantum computing threats, and ecosystem security building. Regarding Bitcoin storage strategy, he noted that many industry security experts are not even familiar with Coldcard, and top-tier security research institutions may not have conducted thorough audits of its code. Muneeb believes the best approach going forward should be asset diversification rather than concentrating all funds in a single solution, and suggested:1. Allocate 20%-30% of BTC to ETFs, such as BlackRock's Bitcoin ETF IBIT, for professional custody and regulatory protection;2. Allocate 40%-50% of BTC to multisignature solutions like Casa, such as the three-key model, spreading keys across security companies, mobile devices, and hardware wallets;3. Allocate 20%-30% of BTC to more advanced self-custody approaches, combining different hardware wallets and diverse entropy sources.On the quantum computing threat, Muneeb stated that once quantum computers break through existing encryption systems in the future, Bitcoin users may experience a shock similar to "BTC suddenly being transferred out of cold wallets." The quantum threat is real, and the industry should prepare in advance rather than underestimate technological progress, especially against the backdrop of large language models accelerating scientific research breakthroughs.
HTX now lists perpetual contracts for AMZU, IBIT, and CONL.
According to official announcements, Huobi HTX listed perpetual contracts for AMZU/USDT, IBIT/USDT, and CONL/USDT on September 21, offering 1x to 20x leverage for both long and short positions.
Bitget stock contracts for QLD, IBIT, and CLSK are now live.
According to an official announcement, Bitget has listed three stock perpetual contracts: QLD (ProShares Ultra QQQ), IBIT (iShares Bitcoin Trust ETF), and CLSK (CleanSpark). These contracts settle in USDT, support up to 20x leverage, and enable 24/7 trading. As of now, Bitget supports a total of 313 stock contract underlyings.
Bybit Launches IBIT, CONL, and MSFU Stock Perpetual Contracts Today
Odaily News: Bybit today added three stock perpetual contracts — iShares Bitcoin Trust ETF (IBITUSDT), GraniteShares 2x Long Coinbase ETF (CONLUSDT), and Direxion 2x Long Microsoft ETF (MSFUUSDT) — with leverage of up to 25x.During the launch period, limited-time fee discounts are available: 0% maker fee and 50% off taker fee.
SEC to Determine Confidentiality and Review Speed of Crypto ETF Filings, Grayscale, A16z and Others Split with Jane Street, Charles Schwab
Odaily News The U.S. Securities and Exchange Commission (SEC) has published responses to its request for comments on "Novel ETFs," funds that may hold crypto assets or employ unconventional strategies. The divergence in opinions centers on whether filing documents should remain public before the fund begins trading, and how fast the review process should be.Crypto asset manager Grayscale and the crypto policy organization Crypto Council for Innovation (CCI) support an optional confidential filing period to reduce the likelihood of competitors submitting imitation filings. Charles Schwab opposes full confidentiality and suggests disclosing filings at least 75 days before a fund launches.Grayscale requests the SEC to respond within 45 days, while CCI argues that the confidential process should not extend the automatic effectiveness or review deadlines. Venture capital firm Andreessen Horowitz (A16z) supports shortening the review timeline but emphasizes that the rigor of the review should not be reduced. Trading firm Jane Street, however, contends that accelerating the process could lead to lower product quality, competitiveness, and liquidity.The U.S. currently has 174 ETFs related to crypto assets. BlackRock's iShares Bitcoin Trust ETF (IBIT) manages approximately $61 billion in assets, accounting for roughly 38% of the total assets of related ETFs. The SEC will determine whether adjustments will be made to the confidentiality arrangement and review speed of filings. (Bitcoin.com News)
Analyst: Approximately 2-3% of BlackRock IBIT capital inflows come from self-custody users.
Citing Bloomberg ETF analyst Eric Balchunas, The Wolf of All Streets (@scottmelker) notes that approximately 2%-3% of the inflows into BlackRock's iShares Bitcoin Trust ETF (IBIT) have come from users who previously self-custodied Bitcoin, with Balchunas believing this proportion still has room to grow. He also points out that for Bitcoin users seeking censorship resistance, ETFs cannot replace on-chain self-custody; however, for those merely looking to hedge against currency debasement, ETFs represent a highly attractive store of value. Additionally, other analysis indicates that Morgan Stanley's Bitcoin ETF has seen zero outflows since its launch five months ago, which is viewed as a reflection of the current market's strong confidence in Bitcoin as an asset class.
BlackRock Outlines Blueprint for Crypto and Traditional Finance Integration, Digital Asset AUM Drops to $49 Billion
According to The Block, BlackRock CFO Martin Small disclosed during the Q2 earnings conference call that the company's digital asset assets under management (AUM) fell to $49 billion, down approximately 40% from a year ago, primarily weighed down by the price correction of BTC and ETH. Despite this, BlackRock's long-term strategy in the blockchain and tokenization sector has not contracted. Small stated that the company's long-term goal is to enable investors to "efficiently allocate crypto assets, stablecoins, and long-term equity and bond assets without leaving their digital wallets," and plans to gradually launch tokenized Treasury funds, iShares ETFs, and private market products. Specific progress includes: • Tokenized Money Market Funds: Two product applications have been submitted to the SEC, supporting investors to subscribe and redeem with stablecoins across multiple chains • Stablecoin Reserve Management: Currently manages approximately $60 billion of Circle's reserve assets, accounting for about one-quarter of the global $300 billion stablecoin market, aiming to become the industry's preferred reserve manager • Bitcoin ETF: Its iShares Bitcoin Trust ETF (IBIT) has an AUM of approximately $60 billion, making it the largest spot Bitcoin ETF globally • New Products: Launched the iShares Bitcoin Premium Income ETF (BITA) last month, providing Bitcoin exposure and comes with
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BlackRock's Bitcoin ETF net purchased $1.57 billion worth of BTC over the past month.
According to monitoring by Arkham, IBIT, BlackRock's Bitcoin spot ETF, purchased $195.6 million worth of BTC yesterday. Over the past month, IBIT has accumulated net purchases of $1.57 billion worth of BTC.
Bitcoin spot ETF net inflows reached $66.19 million yesterday.
According to data from Trader T, Bitcoin spot ETFs recorded an overall net inflow of $66.19 million on September 29. BlackRock IBIT saw a net inflow of $51.09 million, ARK Invest ARKB registered a net inflow of $33.24 million, Bitwise BITB experienced a net outflow of $18.14 million, while other ETFs such as Fidelity FBTC and Grayscale GBTC reported zero net inflows and outflows for the day. On the same day, the 30-year U.S. Treasury yield reached a 24-year high, with Bitcoin's price hovering around $82,600.
Yesterday, US spot Bitcoin ETFs recorded a net inflow of $31.07 million.
According to Trader T data, the total net inflow into US Bitcoin Spot ETFs was $31.07 million on September 28. Specifically, BlackRock IBIT saw a net inflow of $54.84 million, Grayscale BTC (Mini Trust) recorded a net inflow of $10.32 million, Fidelity FBTC had a net outflow of $10.90 million, Grayscale GBTC experienced a net outflow of $23.19 million, and all other products had zero fund flows.
Yesterday, US spot Bitcoin ETFs recorded net inflows of $134 million.
According to data from Trader T, on September 25, US spot Bitcoin ETFs recorded a total net inflow of $134.46 million. BlackRock IBIT saw a net inflow of $96.99 million, Fidelity FBTC recorded a net inflow of $49.32 million, Bitwise BITB experienced a net outflow of $11.85 million, while net flows for other products were zero.
US Bitcoin spot ETFs saw a net inflow of $347 million yesterday.
According to Trader T data, on September 23, US spot Bitcoin ETFs recorded total net inflows of $346.98 million, marking a cumulative net inflow of $2.65 billion over five consecutive days. BlackRock IBIT saw net inflows of $166.29 million, Fidelity FBTC recorded net inflows of $143.24 million, Morgan Stanley MSBT posted net inflows of $32.41 million, and Ark Invest ARKB logged net inflows of $5.04 million.
Yesterday, U.S. Bitcoin spot ETFs recorded a net inflow of $714.74 million.
According to Trader T data, on September 22, Bitcoin spot ETFs recorded a total net inflow of $714.74 million. BlackRock IBIT saw a net inflow of $350.35 million, Fidelity FBTC $257.42 million, and Morgan Stanley MSBT $99.01 million; Grayscale Minis BTC, ARK Invest ARKB, and VanEck HODL recorded net inflows of $4.95 million, $570,000, and $2.44 million, respectively, while capital flows for other products were zero.