ETF Bitcoin spot: -$8.95 billion in May-June, the bleeding continues
Two months of record outflows: US spot Bitcoin ETFs lose nearly $9B cumulatively. The institutional channel withdraws as the price rebounds on the dovish NFP.
6 h ago 6 6
The average investor is turning away from the Magnificent 7: flows confirm the rotation
2.3 trillion wiped out in June, net outflows in tech ETFs: the Mag7 is no longer the safe haven investors thought.
Jul 2, 2026 at 16:36 7 9
Eleanor Whitfield
ARK buys $43.5M in crypto shares: contrarian signal or falling knife?
Cathie Wood bets on crypto downturn to accumulate Coinbase, Circle, and ecosystem companies—a institutional wager on post-MiCA consolidation amid a bearish microstructure.
Jun 30, 2026 at 10:08 11 11
Lars Eriksson
IBIT: BlackRock's Bitcoin ETF Holders Show 40% Unrealized Loss
Launched with great fanfare in January 2024, BlackRock's spot Bitcoin ETF (IBIT) now shows an average unrealized loss of 40% for its holders. A sentiment signal to interpret with method.
Jun 29, 2026 at 20:49 11 14
Lars Eriksson
Strategy Adopts a Digital Credit Capital Framework: Up to $1.25 Billion in Bitcoin at Stake
MicroStrategy, now renamed Strategy, reaches a new milestone in its crypto bet: the company adopts a financial framework allowing it to sell up to $1.25 billion in Bitcoin, shifting from a "passive Bitcoin treasury" model to active balance sheet management—an ambiguous signal in a pressurized market.
Jun 29, 2026 at 17:15 11 11
Yuki Tanaka
Bitcoin spot ETFs: -$4 billion in June 2026, worst month since launch
In June 2026, spot bitcoin ETF holders voted with their feet: $4 billion in net redemptions in a single month, a record since the launch of the products in the United States in January 2024. The mechanism is clear—and microstructure signals confirm it.
Jun 29, 2026 at 09:03 9 11
Yuki Tanaka
Bitcoin Weekly Wrap: Microstructure in Breakout Zone 2 Days Before Quarterly Close
BTC flirts with its two-year low on the eve of a quarterly close that could confirm a setup unseen since 2022—and reignite the question of the cycle's floor.
Jun 28, 2026 at 15:39 12 11
Yuki Tanaka
Bitcoin Below $60,000: Toward an Unprecedented Quarterly Double Loss Since 2022
BTC breaks below the psychological threshold of $60,000, poised to record two consecutive quarters of losses—a structural bear market setup unseen since the Terra/FTX collapse.
Jun 28, 2026 at 12:53 9 13
Yuki Tanaka
Bitcoin flirts with a two-year low: $1.3B in ETF buybacks betray institutional disengagement
The week of June 26 marks a turning point: BTC approaches its lowest level since August 2024 while U.S. spot ETFs experience their worst week of outflows since their launch.
Jun 28, 2026 at 11:18 12 11
Yuki Tanaka
MSTR and STRC plunge to 52-week lows: PCE pressure hits Bitcoin proxies
Before the release of the June 25 PCE core, Bitcoin leveraged proxies collapse - funding rates overheating and lack of spot ETF bids form a bearish cocktail in the short term.
Jun 25, 2026 at 16:27 9 8
Yuki Tanaka
Bitcoin: New Line in the Sand Ahead of Thursday's Core PCE - Microstructure Under Maximum Tension
BTC has established its critical level: $61,242. Thursday's core PCE is the macro trigger. Funding rates at a two-week high, absence of spot ETF bids, cluster of long liquidations at $61-62k: the microstructure is asymmetric and skewed to the downside.
Jun 25, 2026 at 09:44 9 8
Yuki Tanaka
Bitcoin to $59,000? Liquidity dried up, tight range, and paradoxical altcoin signal
Wintermute sets the floor at $59,000 if liquidity continues to dry up. The funding rate has just hit a two-week high-a sign of long leverage accumulation. But the lack of ETF bids and a paradoxical altcoin season signal cloud the directional outlook.
Jun 25, 2026 at 02:57 10 8