BTC/Eth US Spot ETF Flows on 11th June 2025

🟢Bitcoin ETFs: $165M net inflows

🟢Ethereum ETFs: $240M net inflows

🚨BTC price action during military crises between 2011 and 2017. [BTFD.]

Tel Aviv 35 index stocks are pumping [WW3 FUD over?]

Q1 2025, delinquent consumer credit approaches 2020 highs [recession, innit?]

Footage of the Turkish army deploying air defense systems near the Turkish-Iranian border, probably to defend the US base in Incirlik. [WW3 has been cancelled, BTFD]

🚨Metaplanet has bought 1,112 BTC for $117.2M at a rate of $105,435 per BTC. They now hold 10,000 BTC, valued at over $1.06B. [WW3 cancelled, BTFD]

CTAs (trend following funds) remain heavy net short USD (-1.13 z-score) as their flows chase EUR (+1.15), GBP (+1.86), MXN (+2.24). [Mexican Peso +2.26? This is a risk on market, BTFD]

BTC/Eth US Spot ETF Flows on 13th June 2025

🟢Bitcoin ETFs: $301.6M net inflows

🔴Ethereum ETFs: -$2.5M net inflows

Last Friday marked Eth's first day with outflows since mid-May, which shows Eth is much more vulnerable to geopilical risk than BTC. [They call BTC digital gold for a reason: ignore war FUD, BTFD]

🚨Bloomberg's Apollo: US economy is currently facing headwinds from higher oil prices, increased tariffs, the resumption of student loan payments, and higher long-term interest rates associated with the fiscal situation. When we quantify these four drags on growth, we conclude that they are insufficient to push the economy into a recession. [Inflation is going to be our only problem, BTFD!]

🚨Bloomberg: Breakevens likely to advance this week as investor price in more inflation angst from the oil rally [More supply shock means more inflation. Crypto is an inflation hedge. BTFD!]

Bitcoin/ Ethereum Spot ETF Flows: 16th June 2025

🟢Bitcoin ETFs: $408.6M net inflows

🟢Ethereum ETFs: $21.4M net inflows

🚨Rumors are proliferating that Trump will enter the war against Iran. A broader conflict would spike oil prices, raise recession risks and increase pressure on the Fed to ease sooner. Emergency cut unlikely tomorrow unless something breaks, but a war would still accelerate the rate cut cycle mid term. BTFD

@bullcase

Trump meets with Security Team

President Trump expected to give a "major address" soon

🚨All US bases in ME are on lockdown with orders to shelter in place immediately. US STRIKES ON IRAN IMMINENT

🚨Genius Act has passed the Senate. Final vote still pending.

Trump spoke by phone with Israel's Prime Minister Netanyahu -Axios

🚨🚨BREAKING - An Iranian negotiating team led by senior officials have landed in Muscat, Oman [ignore geopolitics FUD, BTFD]

🚨WSJ: Trump has approved attack on Iran [TACO, BTFD!]