In the end, January was a good month for Bitcoin. The reversal of the ETF flow dynamics was enough to make BTC once more one of the top-performing assets of the month. But the first implementations of Trump policies and uncertainty about the Fed's response to the new administration are creating major market uncertainties. Yet through all this, we can stay focused on our north star in this market: how the Bitcoin ETFs are performing. Let's have a look. The Ecoinometrics newsletter gives you insights from crypto and macro data to help you make better investment decisions. We spend hours every day gathering data, creating metrics and bringing them to life with data visualizations that allow you to quickly get to the heart of things. We then distill all that knowledge in each issue of the newsletter with less words and more charts so that you get insights, direct to the point, in five minutes or less. Join more than 29,000 investors here: Done? Thanks! That’s great! Now let’s dive in. Bitcoin ETF Flows: Right Model, Wrong TimeThe TakeawayJanuary saw 51,000 BTC in ETF inflows and an 8.5% price return, validating our model that links flows to performance. Bitcoin currently trades at $98,000, about $10,000 below what ETF flows suggest, hinting at potential upside. However, new all-time highs in February would require record inflows of 100,000 BTC. That’s an unlikely scenario given current policy uncertainties. Staying Close to the Model...Continue reading this post for free in the Substack app |
Wednesday, February 5, 2025
Bitcoin ETF Flows: Right Model, Wrong Time
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