TwKit
正在载入
TwKit

周一还在狂买,周五已经跑了——这就是ETF的真实嘴脸。 美国现货比特币ETF上周全周净流入3.01亿美元,终结两连跌。但拆开看就露馅了:周一到周三比特币冲上… · @sunkaixuan1718 · TwKit

@sunkaixuan1718

周一还在狂买,周五已经跑了——这就是ETF的真实嘴脸。 美国现货比特币ETF上周全周净流入3.01亿美元,终结两连跌。但拆开看就露馅了:周一到周三比特币冲上84777美元那三天,机构狂买10.8亿美元;周四周五币价一回落,7.74亿美元立刻夺门而出,其中周四一天就跑了6.36亿美元。 更扎心的是DWF Labs的数据:自2024年1月现货ETF上市以来,比特币8次15%以上的大跌里,ETF有7次是净卖出。所谓“机构抄底”,多数时候只是追涨杀跌换了个马甲。 我的站队很明确:ETF不是信仰者,是风向标——涨时助涨,跌时先跑。周三美联储决议在即,10月全月ETF还是净流出3.14亿美元,你觉得这3.01亿是反转信号,还是死猫跳?机构抄底侠 vs 墙头草,你站哪边? 每天追踪这类资金异动,第一时间拆给你看。 Buying hard on Monday, gone by Friday — that's the real face of ETFs. US spot Bitcoin ETFs took in a net $301 million last week, snapping a two-week outflow streak. But the split tells the real story: as Bitcoin hit its weekly high of $84,777 Mon–Wed, institutions poured in $1.08 billion; when price slipped Thu–Fri, $774 million walked straight out the door, including $636 million on Thursday alone. Worse, DWF Labs found that in 7 of 8 Bitcoin sell-offs of 15%+ since spot ETFs launched in January 2024, ETF flows were net negative. The "institutional dip buyer" is mostly a momentum chaser in a suit. My take: ETFs aren't believers, they're weathervanes — they amplify rallies and exit first in drops. With the Fed decision due Wednesday and October still net negative $314 million, is this $301 million a reversal signal or a dead-cat bounce? Dip-buying heroes or fair-weather money — which side are you on? I track these money moves daily and break them down as they happen. #比特币 #Bitcoin #ETF资金流 #ETFFlows #美联储 #Fed

曝光 34 · 评论 1 · 点赞 0 · 书签 0

查看原帖