【Block Rhythm】Bitcoin ETFs have been bleeding lately——just yesterday alone saw net outflows of $398.95 million, with cumulative outflows of $1.12 billion over three consecutive days. This outflow momentum is quite strong, basically wiping out the net inflows from the first two trading days of the year.
So what does this really mean? LVRG Research analyst Nick Ruck offered his assessment: don’t be too pessimistic. He believes this wave of capital outflows is mainly driven by portfolio rebalancing, profit-taking during the rebound phase, plus cautious investor sentiment during the market consolidation period——but this doesn’t mean there’s a fundamental reversal in institutional demand. Looking at it from another angle, Bitcoin is still hovering above $90,000, with sustained institutional accumulation providing support.
In fact, this is just normal market fluctuation. So how should traders respond? Nick Ruck suggests focusing on several key signals: first, ETF fund flows can reflect changes in market sentiment; second, whether Bitcoin can break through the critical resistance level of $95,000; third, the latest developments in Federal Reserve policy. By combining these signals together, one can determine whether a breakout is coming next or if volatility will continue.
ビットコインETF、連日11億ドル流出、機関は慎重か、それとも主力の買い集めか？
【Block Rhythm】Bitcoin ETFs have been bleeding lately——just yesterday alone saw net outflows of $398.95 million, with cumulative outflows of $1.12 billion over three consecutive days. This outflow momentum is quite strong, basically wiping out the net inflows from the first two trading days of the year.
So what does this really mean? LVRG Research analyst Nick Ruck offered his assessment: don’t be too pessimistic. He believes this wave of capital outflows is mainly driven by portfolio rebalancing, profit-taking during the rebound phase, plus cautious investor sentiment during the market consolidation period——but this doesn’t mean there’s a fundamental reversal in institutional demand. Looking at it from another angle, Bitcoin is still hovering above $90,000, with sustained institutional accumulation providing support.
In fact, this is just normal market fluctuation. So how should traders respond? Nick Ruck suggests focusing on several key signals: first, ETF fund flows can reflect changes in market sentiment; second, whether Bitcoin can break through the critical resistance level of $95,000; third, the latest developments in Federal Reserve policy. By combining these signals together, one can determine whether a breakout is coming next or if volatility will continue.