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In a write-up by Wintermute OTC trader @Jjay_dm, BTC ETFs recorded a net outflow of $463 million for the week ending September 14, marking the first negative reading since June's lows. ARK and Grayscale alone accounted for combined outflows of $371 million, while BlackRock remained flat. As a result, BTC fell 4.4% for the week to close at $76,838, making it the worst-performing asset, while Ethereum dipped 1.5% and altcoins collectively gained 1.0%. On the macro front, the US August CPI came in at 0.4% month-on-month (core 0.3%), exceeding the expected 0.2%, while the PPI annual rate hit 5.4%, prompting Goldman Sachs to upgrade its September rate outlook from "hold steady" to "increase." The market has now priced in an 87% probability of a 25-basis-point hike on Wednesday. Meanwhile, ongoing escalation in Middle East tensions pushed Brent crude past $105/barrel, and the 10-year US Treasury yield reached a 20-year high. Wintermute stated that following the shift to negative ETF flows, it favors a neutral over a bullish market stance. Two key catalysts this week: ① On Tuesday, the US Senate will hold a procedural vote on the CLARITY Act (Crypto Market Structure Act), which requires 60 votes to pass; ② On Wednesday, the Fed will announce its interest rate decision. While the rate hike itself is already fully priced in, subsequent hawkish commentary (particularly any signals pointing to continued tightening into Q1 2027) could exert downward pressure on the crypto market.
According to Arkham's monitoring, BlackRock's IBIT purchased $1.08 billion worth of Bitcoin over the past 20 days, with capital inflows on 7 of those days. During the same period, Grayscale's GBTC net sold $254.7 million worth of Bitcoin. Arkham stated that while BlackRock was buying, Grayscale was selling.
According to Tide Research, JPMorgan's research report dated September 8, 2026 noted that on September 4, U.S. spot Bitcoin ETPs recorded a net outflow of $175 million, Ethereum ETPs saw a net inflow of $9 million, and Solana ETPs posted a net outflow of $5 million. For the week, the three major categories combined for a net outflow of $1.126 billion, showing a slight slowdown compared to the previous two weeks. Capital inflows were highly concentrated, with BlackRock's IBIT recording a single-day inflow of $118 million and Fidelity's FBTC seeing an inflow of $57 million, while all other products registered zero inflow. Significant internal hedging was observed within Ethereum ETPs, as BlackRock's ETHA posted an inflow of $58 million against a $48 million outflow for Fidelity's FETH. The total AUM for Bitcoin ETPs stands at $101.25 billion.
According to data from Trader T, U.S. spot Ethereum ETFs recorded a total net outflow of $24.29 million on September 8. Among them, Fidelity FETH saw a net inflow of $9.89 million; Grayscale ETHE had a net outflow of $9.57 million, and Grayscale Mini Ethereum ETF registered a net outflow of $24.61 million. BlackRock ETHA, Bitwise ETHW, 21Shares TETH, Invesco QETH, Franklin EZET, VanEck ETHV, BlackRock Staked Ether ETF ETHB, and Morgan Stanley MSSE all recorded zero fund flows on the day.
According to Trader T data, U.S. spot Bitcoin ETFs recorded a total net outflow of $46.64 million on September 8. Among them, BlackRock IBIT recorded a net inflow of $10.66 million, Bitwise BITB recorded a net inflow of $14.47 million, ARK ARKB recorded a net inflow of $8.06 million, and Morgan Stanley MSBT recorded a net inflow of $7.41 million; Fidelity FBTC recorded a net outflow of $17.05 million, Invesco BTCO recorded a net outflow of $4.68 million, and Grayscale GBTC recorded a net outflow of $65.51 million. Net flows for all other products were zero on the day.
According to data from Trader T, on September 3, US spot Ethereum ETFs recorded a total net inflow of $141.39 million. Specifically, BlackRock ETHA saw a net inflow of $72.07 million, Fidelity FETH saw a net inflow of $65.11 million, Invesco QETH saw a net inflow of $5.39 million, Grayscale Ethereum Mini Trust ETH saw a net inflow of $3.6 million, BlackRock Staked Ethereum ETF ETHB saw a net inflow of $1.29 million; Grayscale ETHE saw a net outflow of $60.7 million.
According to data from Trader T, the total net inflow for US spot Bitcoin ETFs on September 3 reached $730.89 million, marking the third-highest single-day net inflow since 2026. Among them, BlackRock IBIT recorded a net inflow of $453.96 million, Ark ARKB saw a net inflow of $137.74 million, Fidelity FBTC had a net inflow of $74.45 million, Grayscale Bitcoin Mini Trust BTC recorded a net inflow of $48.79 million, and Bitwise BITB saw a net inflow of $24.76 million; meanwhile, VanEck HODL experienced a net outflow of $19.58 million, and WisdomTree BTCW had a net outflow of $5.16 million.
据 Trader T 监测，9 月 2 日美国以太坊现货 ETF 总净流出 4807 万美元。其中，贝莱德 ETHA 净流出 5335 万美元，富达 FETH 净流出 2617 万美元，灰度 ETHE 净流出 2349 万美元；贝莱德质押以太坊 ETF ETHB 净流入 5291 万美元，21Shares TETH 净流入 203 万美元。Bitwise ETHW、Invesco QETH、Franklin EZET、VanEck ETHV、灰度迷你以太坊 ETH 及摩根士丹利 MSSE 当日净流入均为 0。
As tracked by Trader T, US Bitcoin spot ETFs recorded total net inflows of $101.15 million on September 2. Among them, BlackRock IBIT saw net inflows of $115.45 million, Bitwise BITB recorded net inflows of $4.19 million, and Morgan Stanley MSBT had net inflows of $7.30 million; Grayscale GBTC experienced net outflows of $56.21 million. Fidelity FBTC, ARK ARKB, Invesco BTCO, Franklin EZBC, Valkyrie BRRR, VanEck HODL, and WisdomTree BTCW all posted zero net inflows for the day.
According to Trader T data, US spot Ethereum ETFs recorded net inflows of $10.95 million on September 1, marking the 15th consecutive trading day without net outflows. Specifically, BlackRock Staked Ethereum ETF (ETHB) saw net inflows of $11.2 million, Fidelity (FETH) recorded $4.81 million in net inflows, and Morgan Stanley (MSSE) saw $2.34 million in net inflows; Grayscale (ETHE) experienced net outflows of $7.4 million, while flows for other products remained at zero.
According to Trader T data, US Bitcoin spot ETFs recorded a total net outflow of $236 million on September 1. Among them, BlackRock IBIT saw a net outflow of $201 million, Fidelity FBTC recorded a net outflow of $43.67 million; Bitwise BITB saw a net inflow of $8.38 million, while all other products recorded zero flows that day.
According to data from Farside Investors, U.S. spot Ethereum ETFs recorded a total single-day net inflow of $87.6 million yesterday. BlackRock's ETHA saw net inflows of $59.9 million, Fidelity's FETH $9.3 million, Bitwise's ETHW $3.7 million, TETH $1.2 million, and Grayscale's ETH $13.5 million; other products recorded zero net inflows for the day.
According to data from Farside Investors, US spot Bitcoin ETFs recorded a total daily net inflow of $216.7 million yesterday. Among them, BlackRock IBIT saw a net inflow of $205.9 million, Fidelity FBTC $6.9 million, Bitwise BITB $4.3 million, Grayscale BTC $9.4 million, and MSBT $3.6 million. VanEck HODL posted a net outflow of $13.4 million, while all other products registered zero net flow for the day.
According to data from Trader T, Bitcoin spot ETFs posted a net inflow of $924.5 million last week, with a trading volume of $15.5 billion. Over the past two weeks, Bitcoin spot ETFs have accumulated a net inflow of $2.8 billion, following a period where capital flows were generally flat to net outflows. Specifically, BlackRock's IBIT recorded net subscriptions of $938.3 million, equivalent to approximately 11,845 BTC; Grayscale's Mini BTC Trust saw net inflows of $81.9 million, representing about 1,034 BTC; Fidelity's FBTC attracted $62 million, roughly 783 BTC; and MSBT logged net inflows of $25.3 million, amounting to approximately 319 BTC.
According to Trader T data, Ethereum spot ETFs recorded net inflows of $815.7 million last week, with trading volume reaching $4.9 billion. Among them, BlackRock's ETHA saw net subscriptions of $567 million, equivalent to approximately 229,317 ETH, marking the 10th consecutive trading day of fund inflows; BlackRock's Staked Ethereum ETF ETHB recorded net inflows of $77.3 million, equivalent to approximately 31,300 ETH, with $42.6 million flowing in on Friday. On Friday, Ethereum spot ETFs still recorded net inflows of $102.2 million, while Bitcoin spot ETFs saw net outflows.
据 Trader T（@thepfund）数据，昨日以太坊现货 ETF 净流入 2.258 亿美元，较前一日（8月 26 日+1.924 亿美元）环比增长约 17%。其中贝莱德 $ETHA 以+1.302 亿美元居首，富达 $FETH 流入 5,620 万美元位居第二，贝莱德质押版 $ETHB 流入 2,070 万美元，灰度迷你版 $ETH 流入 1,430 万美元。
According to data from Trader T (@thepfund), Bitcoin spot ETFs recorded a net inflow of $242.3 million yesterday. BlackRock's $IBIT led with a +$277.6 million inflow, Ark $ARKB saw $29.7 million in inflows, and Bitwise $BITB attracted $21.7 million. Fidelity's $FBTC posted a daily net outflow of $83.6 million, while Grayscale's $GBTC experienced a $27.2 million outflow, serving as the main source of capital withdrawal for the day.
According to on-chain analyst Onchain Lens (@OnchainLens), BlackRock-affiliated ETF wallets received a total of 2,559.28 BTC (worth approximately $205.6 million) and 9,340 ETH (worth approximately $23.53 million) over the past nine hours, bringing the total purchase volume to approximately $229 million.
According to data disclosed by Trader T (@thepfund), Bitcoin spot ETFs recorded a net inflow of $232.12 million yesterday, lower than the $314.37 million on August 25. BlackRock's IBIT led with a net inflow of $200.76 million, while Fidelity's FBTC and Bitwise's BITB recorded net inflows of $25.59 million and $5.96 million, respectively. The Grayscale Mini Bitcoin ETF (BTC) saw a net inflow of $46.83 million, whereas Grayscale's GBTC experienced a net outflow of $50.39 million. Morgan Stanley's MSBT logged a net inflow of $3.37 million, while capital flows for the other reported products were zero for the day.
据 Trader T（@thepfund）披露的数据，昨日以太坊现货 ETF 净流入 1.9236 亿美元，较 8 月 25 日的 1.798 亿美元继续增加。 其中，贝莱德 ETHA 单日净流入 1.1566 亿美元居首；灰度迷你以太坊 ETF（ETH）净流入 3467 万美元，富达 FETH 净流入 3201 万美元。此外，21Shares TETH、Franklin EZET 及贝莱德质押以太坊 ETF ETHB 分别流入 271 万、94 万和 637 万美元；其余披露产品当日资金流为零。