The reversal was dramatic, snapping a streak of outflows that had many questioning if institutional interest was drying up. According to NS3.AI and latest market data, the heavy hitters took full advantage of the price discount.
The Leaderboard:
Fidelity (FBTC): Led the charge with $153.4 million in daily inflows.
BlackRock (IBIT): Followed closely with $142 million.
Bitwise (BITB): Contributed a solid $96.5 million.
The "Clean Sweep": For the first time in weeks, even funds from Grayscale, Ark & 21Shares, and VanEck all reported net positive inflows on the same day.
⚙️ Why Now? The "Warsh" & "Gold" Factors
Why did the institutions suddenly flip the "Buy" switch? It comes down to a perfect storm of macro and psychological triggers:
The Gold Re-allocation: With gold and silver experiencing a $7.4 trillion market cap wipeout over the same weekend, institutional desks are rotating capital out of "boomer rocks" and back into "Digital Gold" as it holds its $75k support.
The "Warsh" Certainty: The nomination of Kevin Warsh as the next Fed Chair is starting to be priced in. While initially seen as a "hawk," the market is beginning to view his appointment as a move toward monetary stability, which historically favors long-term Bitcoin accumulation.
The $75k Floor: Bitcoin’s bounce from $74,600 back to $78,500 late Monday confirmed that institutional "limit orders" are stacked heavily at the $75k level.
💬 Vibe Check: Are the ETFs "Underwater"?
Here is the catch: even with this massive inflow, the average cost basis for all Bitcoin ETFs is estimated to be around $87,830. This means most institutional positions are currently "underwater" on paper.
Are these firms "Averaging Down" because they see $100k coming, or are they just trying to defend their average entry price? 🏛️📈
Drop a "🚀" if you’re buying the ETF reversal, or a "🛡️" if you think this is just a 'Dead Cat Bounce'! 👇
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