BTC data has been good in recent days. Although BlackRock did not continue to increase its holdings in the past 24 hours, Fidelity, ARK and Bitwise have all increased their holdings well. The twelve ETFs in the United States have increased their net holdings by 2,372 BTC in the past 24 hours. Although it cannot catch up with the data of last Friday, it is already good.
In addition to the above three, there are four ETF institutions with net increases in holdings, so there were 7 ETF institutions with net inflows yesterday. It seems that investors' buying sentiment has begun to improve. In terms of selling, only Invesco sold a little bit except for Grayscale's GBTC, and there are three institutions with zero. This data is already full of purchasing power recently.
Of course, the focus is still on the interest rate meeting at 2 a.m. tomorrow. Although there is no dispute between 25 and 50 now, the market sentiment is not very stable. It depends on how Powell explains it next. If nothing unexpected happens tonight, I will continue to broadcast Powell's speech live. If I really don't make it in time, I'm sorry.
In general, judging from the data of spot ETFs, the sentiment of American investors has begun to shift. Although the increase in holdings is not large, the buying atmosphere has improved significantly, and the selling is not strong.