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declining exchange reserves plus growing LTH accumulation equals one thing: nobody’s selling spot. the ETF flows are just the visible part of a much bigger trend
market maturity is such a vague term though. what does it actually mean here? less volatility? because 2025 had plenty of that
it means price moves are driven by structured inflows instead of leverage cycles. less degens getting liquidated, more treasuries rebalancing
the real test is what happens when ETF flows flip negative for a week straight. so far everyone’s only seen green days. red week will show who’s actually holding
Tomas G. exactly. everyone praising ETF flows has only seen green. first sustained red week will show whether these are actually sticky or just momentum chasers in a wrapper
471M in a single day at 90K BTC is genuinely impressive. but one bad CPI print and those flows reverse overnight. institutional money has triggers too