$ETH

The cryptocurrency landscape has gone through multiple transformations over the years, each marked by distinct investment strategies and market dynamics. In 2017, the Initial Coin Offering (ICO) boom emerged as a revolutionary method of public fundraising, effectively bypassing traditional venture capital (VC) and private equity (PE). During the bull market of 2017-2018, the key players were early investors and platforms that led the ICOs. The strategy at the time was simple: get in early, and profits followed.
By 2021, the rise of decentralized finance (DeFi) significantly diversified the crypto market. This new wave gave birth to a wider variety of projects, enabling faster-paced profits for those who could adapt quickly. The era also saw Initial Exchange Offerings (IEOs), where tokens were priced attractively for early buyers. These offerings allowed projects to engage directly with users, keeping pricing low and generating hype. However, as global regulations tightened, IEOs started facing legal hurdles, leading to a shift towards airdrops and market-priced tokens. Despite the lower entry costs for new projects, the lack of a proper "wash" phase and more significant circulation led to less sustainable growth in comparison to previous years.
The market underwent another shift in 2024, catalyzed by Bitcoin's ETF approval. This wave of growth was largely driven by significant players like high-caliber projects and established studios, leading to major price movements and increased confidence from both investors and users. With blockchain ecosystems maturing and millions of users now involved, traditional platforms no longer hold the same pricing power. Instead, investors must focus on the fundamentals of a project, analyzing not just market capitalization but circulation and long-term sustainability.
Looking ahead, the market is experiencing new challenges. The intense competition between studios and Layer 2 (L2) projects has created some turbulence, and the era of high-profile partnerships is showing signs of slowing down. Today’s market has become more professionalized, with more sophisticated tools available for risk management. The strategies that worked in 2017, 2021, and even 2023 may no longer be effective, and investors must adapt their approaches. While fewer VC-backed projects might lead to a healthier market in some ways, the reality is that most projects—whether in Web2 or Web3—will not endure the long-term challenges. Success stories are rare, and those that endure through both bull and bear markets are the exceptions, not the rule. Therefore, investors should proceed with caution, understanding that the risks in crypto investment remain significant.
#CryptoMarketSentiment😬📉📈 #InvestmentStrategy #DeFi

#BitcoinETF

* Investors fled the Bitcoin and Ethereum ETFs on Wednesday, leading both coins to plunge to their lowest respective price points in 2025.
After hitting a new all-time high last month, Bitcoin is back down again and touched its lowest level in weeks Thursday morning as investors cashed out of the crypto ETFs.
CoinGecko data shows that the biggest cryptocurrency dropped below $92,000 per coin at 9am ET, hitting a 2025 low of $91,925. It's now up and is trading for about $93,700. Still, over a seven-day period, the asset is down by 3.5%.
Investors are pulling out of the American Bitcoin ETFs, which started were approved one year ago and trade on stock exchanges—and that substantial pullback is likely putting downwards pressure on the price of the asset itself.
On Wednesday, a total of $568.8 million left the funds—the most in one trading day since December 19.
The bearishness came after the Federal Reserve released its minutes from its December meeting, hinting that inflation may be stickier than expected under incoming President Donald Trump, and that interest rates may stay high.
Bitcoin and other cryptocurrencies tend to do well in a low interest rate environment, and have largely benefited from news that the Federal Reserve would lower borrowing costs.
Ethereum, too, is dropping in price: the second-biggest cryptocurrency was at one point trading for $3,216 on Thursday, similarly marking ETH's lowest price registered so far in 2025. It's now priced at $3,275 after recovering. Over 24 hours, it's actually up by 1.5% as of this writing—thanks to its jump back up—but over the week, it's down by more than 5%.
Investors also pulled $159 million out of the Ethereum ETFs on Wednesday. That's the largest amount in a single day since July, the month that the funds began trading, according to Farside data.
The Ethereum ETFs have not experienced the same level of popularity as their Bitcoin counterparts, and the coin has not reached new highs like the oldest cryptocurrency has. As of this writing, Ethereum remains nearly 33% off its peak price of $4,878 set back in 2021.
Bitcoin in December hit a new all-time high of over $108,000. It's now nearly 13% lower than that level.
Keep Following 😊🚀💵 ...
#BitcoinETF #EthereumETF #CryptoCrash #CryptoNews #Crypto $BTC $ETH $DOGE

Imagine that the amount of Bitcoins mined by miners is a limited resource that is becoming increasingly scarce. Now imagine that large players, such as issuers of ETFs (exchange-traded funds), are buying up this resource so quickly that they are 20 times faster than the pace of its creation. This is exactly what is happening in the bitcoin market right now, and it can significantly affect the future of the cryptocurrency. Let's figure out what this means.
What happened?
Recent data shows that Bitcoin ETF issuers such as BlackRock and other large funds have purchased over 9,600 BTC in one day. For comparison, miners mine about 450 BTC daily. It turns out that these funds take more bitcoins out of circulation than the market manages to produce.
This is not the first time: funds regularly purchase huge amounts of cryptocurrencies. For example, in October, their purchases were five times higher than the total production, and now this figure has increased by more than 20 times.
Why is this important?
Bitcoin Shortage
Bitcoin has a limited supply — only 21 million coins. The more large players such as ETFs take over BTC, the fewer of them remain in the free market. This can lead to higher prices in the long run due to the simple law of supply and demand.
Threats to decentralization
Bitcoin was created as a decentralized network where no single organization could dominate. But now funds already control about 5% of the total supply, which is more than the assets of Satoshi Nakamoto, the creator of bitcoin. This raises concerns that such large players may gain too much power over the market.
Impact on miners
If funds continue to buy back BTC in such volumes, it becomes more difficult for miners to compete. Their mining is losing importance against the background of huge buying pressure from funds.
What do the experts say?
Analysts note that the current situation may have an irreversible impact on the market. Sean Edmondson, one of the analysts, even jokes.:
"Buy Bitcoin while you still can."
Other experts, such as Eric Balcunas, warn that if the pace of purchases continues, funds could gain control over a significant portion of the bitcoin supply, undermining its decentralized nature.
How will this affect the market?
Short-term volatility
Despite the huge purchases, the market remains unstable. For example, recently one of the largest ETFs, IBIT— recorded an outflow of funds of 330 million dollars, which became a record.
Long-term price growth
If the shortage of BTC in the market continues, it could push the price up, especially if interest from institutional investors persists.
Growing community concerns
Many members of the crypto community are already expressing concern about the impact of players such as BlackRock on the decentralization of bitcoin. This is causing debate about the future of cryptocurrency governance.
Bottom line: what should ordinary investors do?
If you are holding or planning to buy bitcoin, it is important to understand that the market is becoming more and more "institutional". This can be both a plus (rising prices due to scarcity) and a minus (loss of decentralization). For long-term investors, this situation can create opportunities, but it is important to be prepared for volatility and monitor the actions of large funds.
$BTC #BitcoinETF #BTC #bitcoin

Estimated reading time: 8 minutes ⏳

#bitcoinetf #BTC

February 2024 has marked a watershed moment for Bitcoin and the broader cryptocurrency market. Bitcoin Exchange-Traded Funds (ETFs) have attracted a staggering $2.2 billion in just the last four days of the month, surpassing the inflows for the entire first four weeks. This remarkable surge in investment highlights a growing interest among investors and a significant momentum shift within the financial markets towards cryptocurrency. "The Crypto Sage" delves into the factors driving this phenomenon and its implications for the future of investment in digital assets.
The Surge in Bitcoin ETF Inflows:

In an unprecedented shift, Bitcoin ETFs have seen considerable inflows, totaling $2.2 billion in a brief period. This surge is attributed to several key factors, including the approval of nine Bitcoin ETFs by the U.S. Securities and Exchange Commission (SEC) in early January 2024, competitive management fees, and strong brand recognition of financial giants like BlackRock and Fidelity. Analysts are optimistic, projecting inflows could reach between $50 billion to $100 billion by year-end, underscoring the growing acceptance of Bitcoin as a mainstream investment vehicle.
Dynamics Among Bitcoin ETFs:

While new Bitcoin ETFs have flourished, attracting significant capital, traditional investment vehicles like Grayscale's Bitcoin Trust ETF have faced challenges, experiencing substantial outflows. This shift in capital allocation among various Bitcoin ETFs highlights the competitive landscape and the importance of lower fees and brand strength in attracting investor interest.
Market Outlook and Investor Sentiment:

The influx of investments into Bitcoin ETFs signifies a pivotal moment, following years of regulatory hesitations. It underscores the growing acceptance and institutional interest in cryptocurrency investments. Despite some skepticism and the challenges faced by some firms in attracting capital, the overall sentiment remains bullish, with a strong belief in the potential for Bitcoin ETFs to reshape investment strategies and portfolio diversification.
Strategic Implications for Investors:

Investors are now presented with a more regulated and potentially safer avenue for cryptocurrency investment, thanks to Bitcoin ETFs. This shift towards regulated financial products offers a blend of traditional investment practices with the innovative potential of cryptocurrencies, providing a unique opportunity for portfolio diversification and exposure to the burgeoning digital asset market.

The significant inflows into Bitcoin ETFs in February 2024 highlight a robust and growing appetite among investors for exposure to Bitcoin through regulated financial products. This development marks a significant milestone in the integration of cryptocurrencies into the mainstream financial landscape, signaling a shift in market dynamics and investor preferences. As the cryptocurrency market continues to evolve, Bitcoin ETFs stand as a testament to the potential for digital assets to become a staple in investment portfolios across the globe $BTC .
Here are our Bitcoin ETFs insights:

Strong Market Momentum: The immediate and substantial inflows into Bitcoin ETFs following their approval by the SEC underscore the strong market momentum and investor confidence in these products. The anticipation and subsequent demand reflect a pent-up interest in more regulated, traditional investment vehicles for Bitcoin exposure.Impact of Lower Fees and Brand Recognition: The substantial inflows into ETFs from renowned financial institutions like BlackRock and Fidelity highlight the critical role of lower management fees and strong brand recognition in attracting investments. These factors are pivotal in driving the choice of investors, particularly when comparing new entries like the iShares Bitcoin Trust ETF and Fidelity’s Wise Origin Bitcoin Fund against competitors with higher fees.Shift in Investment Dynamics: The shift of capital from higher-fee products like Grayscale’s Bitcoin Trust ETF to newly introduced ETFs with more competitive fee structures indicates a changing landscape in cryptocurrency investments. This could signify a broader trend towards the consolidation of investments in more cost-effective and reputable ETFs.Growing Institutional Acceptance: The significant inflows and the regulatory approval of Bitcoin ETFs represent a growing institutional acceptance of cryptocurrencies. This evolution marks a departure from years of regulatory hesitations and could catalyze further integration of cryptocurrencies into traditional investment portfolios.Competition and Market Shifts: The competitive dynamics among Bitcoin ETFs, as seen in the outflows from Grayscale and inflows into BlackRock and Fidelity ETFs, reflect the intense competition and the importance of product offerings, fee structures, and brand strength in capturing market share.Comparison with Traditional ETFs and Canadian Market Experience: The comparison highlights the unique position of Bitcoin ETFs within the broader ETF landscape and the cryptocurrency market. Despite the high inflows, the comparison with the Canadian market experience suggests that the U.S. market had a more tempered reception, albeit with significant potential for growth.Investor Sentiment and Market Outlook: The positive investor sentiment towards Bitcoin ETFs, driven by the opportunity for regulated exposure to Bitcoin, is a strong indicator of the potential for cryptocurrencies to become mainstream financial assets. However, the market's long-term adoption and performance will be influenced by regulatory developments, market sentiment, and the ongoing evolution of the cryptocurrency industry.

Disclaimer:
👉Please note that the insights and discussions presented in this article are for informational purposes only and should not be construed as financial advice. 'The Crypto Sage' seeks to illuminate the dynamic world of cryptocurrency through analysis and storytelling, aiming to educate and inspire our readers. As the digital asset landscape is highly volatile and subject to rapid changes, we encourage all investors to conduct their own thorough research, consider their financial situation, and, if necessary, consult with a professional financial advisor before making any investment decisions. Venture wisely into the realm of cryptocurrencies, armed with knowledge and prudence.
References:
Almazora, L. (2024, February 5). After SEC OK, US bitcoin ETFs saw $30 billion in net inflows. InvestmentNews. Retrieved from investmentnews.Geraci, N. (2024, February 3). BlackRock and Fidelity Bitcoin ETFs reach top 10 in January flows. Cointelegraph. Retrieved from cointelegraph.Holmes, F. (2023, October 31). Bitcoin ETFs And The Path To Mainstream Adoption. Seeking Alpha. Retrieved from seekingalpha.
#Write2Earn #TrendingTopic

Morgan Stanley analysts stated in a recent report that if Grayscale does not effectively reduce fees, more funds may flow out of GBTC. BlackRock charges only 0.12% in fees, Fidelity charges 0.25%, Cathie Wood's Ark Invest fund currently has no fees and will rise to 0.21% after six months, while Grayscale GBTC's management fee is 1.5%. The report shows that Grayscale's current difficulties are not limited to fees, as the difference between GBTC's stock price and the net asset value per share at the close, as well as the "Hui-Heubel liquidity ratio" representing market breadth, are both behind BlackRock and Fidelity.
#bitcoinetf

Exchange-traded funds (ETFs) that track spot Bitcoin in the United States had significant net inflows on Thursday, amounting to $365.57 million. This represents the greatest daily inflow since late July.
Based on statistics from SoSoValue, this increase continues a favorable trend that has now persisted for six days. With inflows of $113.82 million, Ark Invest and 21Shares were the main drivers of the inflows.
$BTC #bitcoinetf
With net inflows of $93.38 million, BlackRock's IBIT, the largest spot Bitcoin ETF by net assets, trailed closely behind.
Bitwise's BITB reported $50.38 million, while Fidelity's FBTC contributed $74 million. Smaller sums were noted across multiple funds from Valkyrie, Invesco, Franklin Templeton, and Grayscale's Bitcoin Mini Trust. VanEck's HODL, at $22.10 million, saw additional inflows.
Remarkably, Grayscale's GBTC fund lost $7.73 million, making it the only one with net outflows. The twelve funds' combined trade volume hit $2.43 billion, the highest level since August 23.
This means that since the funds' founding, net inflows into spot Bitcoin ETFs have totaled $18.31 billion.

If Bitcoin ETFs become a reality, it might not be good news for crypto exchanges like Coinbase. That’s because analysts think the fees these exchanges charge for transactions could go down, causing some challenges.
The crypto community is excitedly waiting for the potential approval of a Bitcoin exchange-traded fund (ETF) in the United States, with the value expected to be around $40,776. However, some experts caution that this approval might have not-so-good effects on cryptocurrency exchanges.
Spot Bitcoin ETF Approval: Potential Impact on Exchanges
Industry observers anticipate the trading debut of a spot Bitcoin ETF in early 2024, coinciding with Bitcoin’s upcoming block reward halving expected in April. Blockstream CEO Adam Back is optimistic, predicting this event could propel Bitcoin to $100,000.
Even more bullish, Bitcoin proponents like Jan3 CEO Samson Mow foresee the approval of a spot Bitcoin ETF in the U.S. driving Bitcoin to a staggering $1 million in the “days to weeks” following approval.
However, the outlook isn’t as rosy for centralized cryptocurrency exchanges, as noted by ETF Store president Nate Geraci and Bloomberg ETF analyst Eric Balchunas.
Once approved, Geraci believes a potential spot Bitcoin ETF in the U.S. could be a “bloodbath” for cryptocurrency exchanges. He explains that retail buyers and sellers of the spot Bitcoin ETF would benefit from institutional trade execution and lower commissions. In contrast, users of crypto exchanges would experience retail trade execution and commissions, prompting Geraci to emphasize the need for improvement in these areas to compete with a spot Bitcoin ETF.
Let’s check this 6mos after spot bitcoin ETFs launch…
Bet these tighten up pretty substantially. https://twitter.com/NateGeraci/status/1736561013720281499/photo/1
— Nate Geraci (@NateGeraci) Dec 18, 2023
Spot Bitcoin ETF and Its Potential Impact on Exchanges
Bloomberg ETF analyst Eric Balchunas points out a significant difference in trading costs between a spot Bitcoin ETF and popular exchanges. He highlights that trading a spot Bitcoin ETF would incur a 0.01% fee, which is the average cost for ETF trading. In contrast, exchanges like Coinbase charge higher trading costs, reaching up to 0.6%, depending on factors like the cryptocurrency, transaction size, and trading pairs.
If approved, the introduction of a spot Bitcoin ETF is expected to introduce more price competition in the crypto industry. This could redirect funds from exchanges that heavily invest in advertising, especially during events like the Super Bowl. Balchunas anticipates a shift in the industry landscape, stating that the launch of ETFs could mark the end of the era of high fees for some crypto exchanges.
He expressed this sentiment in an interview with industry journalist Laura Shin in September 2023, suggesting that the appeal of crypto exchanges, which profited significantly from their high fees, might decline with the advent of ETFs.
Coinbase, a major player in the exchange space, has traditionally earned a substantial portion of its revenue from transaction fees. In 2022, Coinbase generated $2.4 billion in transaction fees from both institutional and retail investors, constituting 77% of its total net revenue, which amounted to $3.1 billion. However, Coinbase has been actively diversifying its revenue streams, seeking to reduce its dependence on fees by offering additional income-generating services such as subscriptions.
⚠️Disclaimer
This content aims to enrich readers with information. Always conduct independent research and use discretionary funds before investing. All buying, selling, and crypto asset investment activities are the responsibility of the reader.
#bitcoinetf #bloodbath