The $3.48B Catastrophe That Confirms the Bottom
$BTC Spot ETFs just clocked their second-worst flow month in history. We are talking about a $3.48B institutional drain—a level of flight only surpassed once before, during the deepest volatility panic.
When institutional capital dries up this aggressively, it is the textbook definition of peak market fear. Everyone is convinced the worst is yet to come, and they are rushing for the exits simultaneously.
This is precisely where the smart money thesis activates. Historically, these moments of extreme institutional withdrawal and negative flow prints have aligned almost perfectly with major cyclical bottoms, not tops. This flow pattern is not an indicator of a market topping out; it is the ultimate signal of capitulation being priced in. The institutional structure is purging the weak hands before the next move. Watch $ETH closely for a mirroring effect.
This is not financial advice.
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