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更多 >今天 2026-08-23
A week ago, you were still panicking and fleeing, but a week later, the institution told you with $2.6 billion that the bottom has passed? The previous week, Bitcoin and Ethereum spot ETFs had a combined net outflow of $392 million. From May to July, for a total of 8 weeks, there was a cumulative net outflow of $8.26 billion. Retail investors are cutting meat and cursing. What about a week later? 2.6 billion US dollars, net inflow. Set the highest weekly record since October 2025. The net inflow of Bitcoin spot ETF was $1.9 billion, and the net inflow of Ethereum spot ETF was $697.2 million - both products achieved their largest weekly net inflow since 2026. One week's inflow has recovered one-third of the outflow from the past 8 weeks. By looking at three pieces of data, you will know how this money came in. Firstly, the amount. Last week, there was a net outflow of 392 million, and this week there is a direct net inflow of 2.6 billion. The weekly reversal is close to 3 billion US dollars. What is the concept of 3 billion? Many funds have their annual allocation limit exhausted in a week. Secondly, transaction volume. The weekly trading volume of Bitcoin spot ETF surged from 6.9 billion to 22.1 billion, a surge of 219%. The total trading volume of the two types of ETFs surged to 29 billion US dollars, more than doubling from the previous week. On Wednesday, there was a net inflow of 517 million, and on Thursday, there was another inflow of 606 million. Five consecutive days without stopping. Institutions are competing, and they are competing in a hurry. Thirdly, the structure. Bitcoin 1.9 billion, Ethereum nearly 700 million. Dual line combat. It's not just a 'Bitcoin safe haven narrative'. The Ethereum spot ETF reached 697 million yuan per week, the largest since October 2025. BlackRock's IBIT and ETHA are the absolute main players - top players are simultaneously adding positions in BTC and ETH. The institution does not open a single position, but an overall exposure to digital asset allocation. In early August, the market experienced a severe deleveraging. High leverage has been cleaned up, who has the chips changed hands to? Retail investors are selling, institutions are taking over. Over the past 8 weeks, there has been an outflow of 8.26 billion and an inflow of 2.6 billion in the past week. The reflux speed far exceeds the outflow speed, which itself is a strong signal. Flash retreat, then slowly and firmly retrieve it. By the time individual investors reacted, the bottom had already been copied. Single week data cannot confirm a trend reversal. But the signal released by this set of numbers is already clear enough—— The observation period of nearly ten months since the "1011 flash crash" has ended. The leverage has been cleared, the chips have been exchanged, and the money has come in. The rest is a matter of time.