Key events, in time order
Independent analysts note breakout above trendline and 200-day MA, with inflows supporting
Prospectus reveals daily small Bitcoin sales for fees, potential tax implications
Unusual options activity across crypto names, with $4.2M IBIT calls on Aug 20
Brevan Howard and Graham Capital slashed positions, while Tudor increased, showing divergence
Reverses year-long selling trend, signals institutional inflow
JPMorgan's $400M IBIT purchase aligns with BlackRock's $853.5M inflows and whale accumulation, showing sustained institutional return
Lower threshold allows more BTC holders to convert to IBIT without capital gains tax, boosting appeal
Multiple bitcoin ETFs have seen daily, growing inflows since the Coldcard Hack, totaling $620M
Fed dissent revived hike bets and pushed long yields higher, adding pressure to equities and rate-sensitive tech shares.
Q1 increase disclosed in SEC filing
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Bitcoin ETFs, led by $IBIT, are experiencing significant inflows, marking a recent surge in demand. This renewed interest is seen as a positive signal for Bitcoin exposure via ETFs.
Main discussion
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BREAKING: Bitcoin ETFs attracted +$507 million in inflows on Thursday, the largest daily intake since the first week of May. This also marks the 3rd consecutive daily inflow. The largest Bitcoin ETF, $IBIT, led Thursday’s demand, attracting +$285 million, or 56% of the total. So
Did you take the Bitcoin trade back in July, or talk yourself out of it? I posted mine on Jul 5. Entry was $34.87 on $IBIT. It's $43.68 now, up a quarter in about seven weeks. Nothing clever here, it's just a wrapper that gets me bitcoin exposure without holding the coin myself.
🚨 Bitcoin ETFs just had their strongest weekly inflow since October 2025, attracting nearly $2 billion in inflows. BlackRock’s $IBIT dominated the demand, accounting for nearly 70% of the total. Even Ethereum ETFs attracted almost $700 million during the week. This came after the
Since its inception, $BLOX has outperformed $IBIT immensely +3.26% return vs −29.32% return https://t.co/F0GlxiHl40
Bitcoin's historical drawdowns @koyfincharts I dove deep yesterday on @seekingalpha $IBIT #bitcoin https://seekingalpha.com/article/4939120-bitcoin-explodes-higher-revisiting-ibit-and-btc-as-the-debasement-trade-returns#comment-103354297 https://t.co/m8qw5RuX0r
I find this HILARIOUS 😂 #Bitcoin Pay attention when Blackrock is associated with the move 📈 $IBIT this is a Blackrock run ETF. They LARGELY participated in the move 🐳. Look at the change that occurred from 8/14 🔴 to this week 🟢 $HODL a name derived from "holding" sold into the bi
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