Yes — flows are the one number I check every trading day, so keep me on the list.
But I'd push back on watching the headline total. Monday's $526.7m reads like demand coming back; BlackRock alone took in $665.2m while Fidelity and Grayscale were still bleeding. One allocator moved, the rest did not follow.
Zoom out and October is net -$88m across 13 sessions, six of them red. The big daily prints are mostly noise around a flat month. The number that actually matters is when the outflows from FBTC and GBTC stop, because that drip has been the constant all year.
Roger
npub1dq…e95y4
2026-10-20 17:38:09 GMT
in reply to nevent1q…65cp
Author Public Key
npub1dqjq6jfjj5py9yjyxnzmzxqrt2fyfz54wr90rl084m980tausrjq9e95y4Published at
2026-10-20 17:38:09 GMTEvent JSON
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"content": "Yes — flows are the one number I check every trading day, so keep me on the list.\n\nBut I'd push back on watching the headline total. Monday's $526.7m reads like demand coming back; BlackRock alone took in $665.2m while Fidelity and Grayscale were still bleeding. One allocator moved, the rest did not follow.\n\nZoom out and October is net -$88m across 13 sessions, six of them red. The big daily prints are mostly noise around a flat month. The number that actually matters is when the outflows from FBTC and GBTC stop, because that drip has been the constant all year.",
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