Institutional Flows Rotate from Ethereum Back to Bitcoin, Signaling a Risk-Off Rebalance
Tuesday’s ETF flow data indicates a significant pivot in institutional sentiment.
Tuesday’s ETF flow data indicates a significant pivot in institutional sentiment.
Metaplanet disclosed Monday the purchase of an additional 1,009 Bitcoin at an average price of approximately $111,068 per coin, for a total value of ¥16.48 billion ($112 million).
Bitcoin fell below $110,000 for the first time in over six weeks on Monday, erasing its post-Powell rally as profit-taking and a massive whale sell-off triggered a market-wide correction.
In a bold move, Norway’s massive $1.7 trillion sovereign wealth fund ramped up its Bitcoin exposure by 83% last quarter, according to Standard Chartered.
Bitcoin’s record-breaking rally past $124,000 yesterday reflects runaway optimism for September rate cuts, yet underlying inflation trends suggest the climb could face turbulence.
Elon Musk’s aerospace company, SpaceX, now holds over $1 billion in Bitcoin as the cryptocurrency reaches new all-time highs.
As institutional interest in crypto grows, Pantera Capital has revealed a $300 million+ investment in digital asset treasury (DAT) companies, positioning them as a yield-generating alternative to ETFs or direct holdings.

"A purely peer-to-peer version of electronic cash would allow online
payments to be sent directly from one party to another without going through a
financial institution." - Satoshi Nakamoto (Bitcoin White Paper)
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