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Bitcoin Is Trading Inside a Persistent ETF Outflow Regime

Flows haven’t bottomed and downside risk remains elevated

Ecoinometrics

Nov 24

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Right now Bitcoin isn’t getting much help from macro. Risk-on appetite is weak because investors are unsure about the outlook, and financial conditions are stable instead of easing. That doesn’t explain the entire size of Bitcoin’s correction, but it does explain why there’s so little support on the way down.

The real problem is that Bitcoin is stuck in a loop where outflows and lower prices reinforce each other. Until that dynamic breaks, the market won’t find a footing.

In today’s issue, we’ll look at how the ETF flow cycle is evolving and what Bitcoin’s price is likely to do under different paths for those flows.

Ecoinometrics delivers professional-grade crypto and macro analysis to help institutional investors and serious traders make data-driven decisions.

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