Flow Tape
Monday's tape points to a concentrated but not narrow bid, with three BTC vehicles carrying the inflow side and a single legacy product driving the outflow. BTC and ETH coverage settled at 100% of expected funds; SOL and XRP came in at 91% and 78% respectively, per InflowScan data. Dispersion across issuers suggests broad participation rather than a single-desk print.
- IBIT (BlackRock, BTC): +$114.7M ↑
- ARKB (ARK Invest, BTC): +$71.6M ↑
- BTC (Grayscale mini, BTC): +$40.8M ↑
- GBTC (Grayscale, BTC): -$44.7M ↓
The IBIT-versus-GBTC split is consistent with prior rotation episodes rather than fresh directional selling.
7-Day Context
Trailing 7-day and 30-day cumulative figures are not yet available as underlying settling sessions remain incomplete, per InflowScan data. Monday's $254 million print stands on its own as the most recently confirmed settled tape and extends the recent pattern of positive net BTC absorption.