Every Zipp story tagged #IBIT, newest first.
The $1.76B 30-day inflow remains positive, but another run of redemptions could put that medium-term demand signal under pressure.
Eight straight days of net ETF inflows remain intact, but the shrinking bid leaves less demand to absorb long-term-holder supply clustered between $84,000 and $85,000.
Nearly $1B of net inflows landed as BTC pushed through $86,000, but the next disclosure may carry the real signal: analysts expect Monday's breakout buying to show up in a fresh wave of creations.
Glassnode counts 1.07 million BTC bought between $83K and $86K, supply near breakeven that decides whether the next leg runs toward $100K or back to $82K.
The Fed's Wednesday decision lands just two days before Friday's expiry of about 1.47 million IBIT options contracts, with 37% of open interest clustered in a $40-to-$45 strike band that maps to…
GBTC alone is responsible for $27.65B of rival exits, and the rest of the field still trails IBIT by more than 3x.
Two funds that ended within 1.6 points of each other on cumulative return produced wildly different rides for holders. The 2% allocation pitch survives anyway.
The miss crystallises the trade-off in bank-issued crypto structured notes: ETF-style upside with an exit governed by contract, not fund liquidity. Liquidity now means whatever a dealer will price.
The new Tier 2 framework halves the AUM gate to $25B from $50B, a structural reset that signals the regulated options market is sizing Bitcoin ETF flow as a permanent asset class.
US-side demand is re-engaging. The Coinbase Premium flipping positive has historically preceded every major BTC rally, but the print needs to persist above zero to clear the 50-week SMA at $81K.
The call-heavy split gives the expiry a bullish tilt, while $40 max pain corresponds to an approximate BTC price of $71K.
Spot inflows are only part of the story: IBIT call volume hit a record 1.58M contracts last week and ETF turnover tripled, signalling professional money is layering into the rally across multiple…
The split highlights an uneven race for U.S. spot Bitcoin ETF assets, with Hashdex's DEFI fund entering a market where fee competitiveness could determine its ability to challenge rivals.
The pause comes amid mixed institutional positioning: Abu Dhabi funds held about $764M of IBIT with unchanged share counts, while JPMorgan added and Morgan Stanley trimmed.
The dollar change is rounding error inside Tudor's $71.9B book, but the inflection is the story: a macro legend who sold into Bitcoin's $124K top now re-engaging with the ETF wrapper after a year of…
The income wrapper isn't functioning as the hedged-yield product pitch decks implied, and IBIT's $50B+ AUM is starting to work in reverse when BTC hovers near $60K.
The $850M ETF spree is not automatically a one-way Bitcoin bet: basis trades can pair ETF buying with futures shorts, while IBIT's size can turn into resistance near $60,000.
The asset manager's HODL fund trails every peer except Franklin Templeton's EZPZ, a structural gap that complicates its bid to compete with BlackRock's IBIT.
Nearly 600 BTC were stolen from a flaw in Coldcard's firmware that let attackers reconstruct wallet seeds, reopening the case that institutional products like BlackRock's IBIT now make more sense for…
IBIT carried 90% of a $225M rebound that erased barely a quarter of the prior $999M inflow streak, exposing how concentrated the recovery has become in a single issuer.
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