Hi there, Bitcoin has bounced back above $90K this week. But under the surface, ETF flows remain negative, with the heaviest outflow run we’ve seen since March. So the obvious question remains: How much downside is left if outflows continue? That’s exactly what we analyzed in this week’s report using our ETF-flow-based price model. What the ETF Flow Model Says Right NowIn Monday’s members-only report, we ran a simulation showing where Bitcoin would likely trade if ETF redemptions continue at the current pace. Here’s the simple version:
Price can briefly overshoot these ranges, but this is the trend structure implied by the flows. This is the kind of clarity you get when you connect flows to price to forward scenarios through a structural model rather than headlines. It doesn’t predict the future. It maps the possibilities and that’s exactly what most investors lack in a week like this. Free vs Premium This WeekAs a free subscriber this week, you saw: ❌ Friday snapshot only Premium members received: ✅ A quantitative breakdown of the current ETF flow regime This week’s paid report was built almost entirely around this ETF-flow model, none of it appeared in the free edition. Black Friday: 4 days leftThis offer is:
Offer closes December 1, 23:59 HKT. After that, the rate returns to $300. Weeks like this make it clear: it’s not about predicting Bitcoin’s next move, it’s about having a framework that helps you make better, more informed decisions when the market gets noisy. Cheers, Nick |
Thursday, November 27, 2025
Black Friday Update: What Bitcoin ETF Flows Tell Us About the Next Move
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