In September, Bitcoin ETF flows tracked closely with the bullish scenario in our model, reflecting market positioning ahead of the FOMC meeting. When the Fed delivered the expected outcome, that alignment confirmed investors had anticipated the move. The question now is what comes next. With expectations largely priced in, the focus shifts to whether October brings fresh momentum or a pause. In this month’s update of our ETF flow–based model, we make the case for upside in October and examine what that could mean for Bitcoin’s price trajectory. Let’s dig into the data. Ecoinometrics delivers professional-grade crypto and macro analysis to help institutional investors and serious traders make data-driven decisions. Our team conducts rigorous quantitative research, developing proprietary metrics and institutional-quality visualizations that cut through the noise to reveal key market dynamics. Each newsletter provides clear, actionable insights backed by data, delivered in a concise format that respects your time - five minutes to absorb, but deep enough to inform your investment strategy. Join over 33,000 professional investors and fund managers: Ready? Let’s dig into the data. Bitcoin’s October Outlook: Neutral Baseline, Skewed BullishThe TakeawayBitcoin ETF flows tracked our bullish scenario in September, but momentum stalled after the Fed’s rate cut as investors are waiting for the next catalyst... Continue reading this post for free in the Substack app |
Wednesday, October 1, 2025
Bitcoin’s October Outlook: Neutral Baseline, Skewed Bullish
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