Postingan

One number in the crypto market deserves more attention right now: $2.6B. U.S. spot Bitcoin and Ethereum ETFs recorded around $2.6B in net inflows last week — their strongest combined week since October 2025. Bitcoin ETFs attracted about $1.92B, while Ethereum ETFs received around $697M. (Decrypt) But there is an important detail: ETF assets increased by much more than $2.6B. That means a large part of the growth came from the rising value of BTC and ETH already held by the funds — not simply from fresh capital entering the market. (Decrypt) This distinction matters. Price movement tells us what happened. Capital flows help us understand why. For the next stage, I’m watching: ① ETF net flows ② Stablecoin liquidity ③ On-chain activity ④ BTC dominance and capital rotation ⑤ Whether ETH and selected altcoins can attract sustainable demand My view: A strong weekly inflow is a positive signal, but one week does not confirm a new market cycle. The real signal will be whether capital continues to enter after the initial rebound loses momentum. Follow the data, not the noise.