If you're still treating every Bitcoin ETF inflow print as an automatic buy signal, stop now.
That habit already wrecked traders who bought the headline and then sat through the next outflow day. The gap between institutions accumulating and the price you actually paid is where portfolios quietly bleed.
Gold ETFs launched in 2004 and gold spent years frustrating everyone who thought the product itself was the catalyst. Bitcoin ETFs in 2024 were different because the inflows were actually historic.
$BTC had a structural bid it never had before.
A year later that bid is still there, just not one-directional, and the market is acting like it never pauses. Ethereum ETFs never matched that energy, which
$ETH holders felt in real time.
We are sitting at 72 on Fear and Greed while people keep searching $USDT like they might need a door. Traditional markets just watched the Dow fall over 600 points while Intel still managed to rise. Correlation is picky these days. The ETF story is still the story. The free lunch part of it is not.
Do you still size your thesis around ETF flows, or has that already been fully priced in?
#BitcoinETFsStill #DowFallsOver600Points #USStocksCloseLowerIntelRises9