BBX Logo Beta

Wintermute claims that the rise of Bitcoin is a mitigating rebound, and attention should be paid to the flow of ETF funds

--

Wintermute analysis states that weak US employment data and dovish statements from Federal Reserve Chairman Kevin Walsh have driven a global rebound in risk assets, with Bitcoin and Ethereum outperforming US stocks. The rise of Bitcoin was driven by the increase in holdings of whales, bullish sentiment towards options, and improved cash flow of spot ETFs, while Ethereum was supported by institutional adoption and tokenization expectations. Wintermute believes that this round of rise is in line with the characteristics of a relief rebound, rather than the start of a new bull market. The Bitcoin spot ETF has accumulated a net outflow of $2.73 billion within the year, and the current market belongs to emotional recovery before the ETF fund flow continues to improve.

24시간 플래시

더보기 >
오늘 2026-11-04
02:34

Block reported a gross profit of $3.2 billion in the third quarter and raised its 2026 outlook.

02:28

OKX Star: Criticizes Binance's security handling methods and questions its defense capabilities.

02:25

An address withdrew 1306 ETH from Coinbase, worth $2.99 million.

02:21

韩国 10 月股市 VI 触发 6646 次,年内累计 5.34 万次创新高

02:12

选举预测机构决策台总部预测美国民主党有望赢得众议院控制权