📊 Treasury and ETF Council: Accumulation and Capital Flows in Crypto
The Fed's interest rate cut has changed the game.
In the past week, crypto funds attracted US$ 1.9 billion in inflows, despite outflows of US$ 363 million on 09/22, linked to liquidations.
On the corporate side, Forward Ind. purchased US$ 1.58 billion in Solana (SOL) – its largest acquisition to date.
🔎 Context:
Inflows into crypto investment products tend to accelerate in lower interest rate environments, as investors seek higher risk and return assets.
The aggressive purchase by Forward Ind. reinforces the trend of companies adding crypto to their balance sheets, something we have already seen with Tesla and MicroStrategy in the case of BTC.
💡 Implications:
The liquidity released by the Fed is finding its way into ETFs and corporate treasuries.
SOL gains status as an institutional asset, signaling diversification beyond Bitcoin and Ethereum.
This type of movement often precedes phases of repricing in the market.
👉 The question now is: are we witnessing the beginning of a new institutional wave in crypto?