Record volume, redemptions and pronounced tilt toward put options points to institutional capitulation.
BlackRock’s bitcoin fund hits $10 billion volume record, hinting at peak selling
Record volume, redemptions and pronounced tilt toward put options points to institutional capitulation.
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SignalPlus head of Insights Augustine Fan noted that markets have already ruled out any chance of an outsized 50-basis-point cut.
The pivot to AI comes with risks, including heavy borrowing and concerns about sustainability, with potential shortfalls if demand for AI slows.
Open interest climbing from $25 billion to nearly $30 billion reflects fresh leverage entering the market — a double-edged sword that could amplify upside momentum above $112,000 but heighten liquidation
Institutional access, a surging debasement trade, and bitcoin’s rally above $125,000 are setting the stage for the strongest quarter ever for ETF flows.