Bitcoin’s Bull Run: The ETF Drama You Can’t Miss! 🚀

In the labyrinthine world of cryptocurrency, CryptoQuant CEO Ki Young Ju has emerged as a modern-day prophet, declaring that Bitcoin’s bull cycle will endure—so long as the insatiable appetite for Bitcoin ETFs remains unsated. 🐂

On a fateful day in February, Ju took to X, the digital agora of our times, to proclaim that while the torrent of Bitcoin (BTC) ETF inflows has ebbed, it still outpaces the trickle of outflows. With the gravitas of a man who has seen too much, he warned that a prolonged drought of net negative demand would herald the dawn of a bear market. 🐻

#Bitcoin ETF demand has slowed but stays net positive.

This bull cycle would last until significant ETF outflows emerge. Prolonged net negative demand would signal the start of a bear cycle.

Demand and supply are all that matter—everything else is just noise.

— Ki Young Ju (@ki_young_ju) February 20, 2025

According to the oracles at SoSoValue, Bitcoin ETFs witnessed $71.07 million in outflows on Feb. 19, marking the second consecutive day of net redemptions. Fidelity’s FBTC bore the brunt of the exodus, hemorrhaging $48.39 million, trailed by Valkyrie’s BRRR, ARK 21Shares’ ARKB, and VanEck’s HODL. Meanwhile, BlackRock’s IBIT and seven other ETFs stood as stoic sentinels, unmoved by the chaos. Despite the short-term outflows, the total trading volume remained a robust $2.05 billion. 💰

Yet, amidst the tempest, institutional interest in Bitcoin ETFs continues to swell. On Feb. 14, Abu Dhabi’s Sovereign Wealth Fund, the enigmatic Mubadala Investment Company, revealed a $436.9 million investment in BlackRock IBIT shares. This titan of finance is among the first major sovereign wealth funds to dip its toes into the crypto waters. 🌊

Adding to the intrigue, Barclays, in a Feb. 13 filing with the Securities and Exchange Commission, disclosed ownership of 2.47 million shares of IBIT, valued at $131 million as of December 31. The UK-based bank joins the ranks of JP Morgan and Goldman Sachs, who have also bolstered their exposure to Bitcoin ETFs. 🏦

As Bitcoin hovers around $97,000, a far cry from its zenith of $109,200 last month, the market’s faith in the Trump administration’s ability to swiftly establish a Strategic Bitcoin Reserve wanes. Many investors, lured by the siren song of post-election momentum, now find themselves adrift in a sea of uncertainty, as volatility once again rears its ugly head. 🌊

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2025-02-20 12:13