“Bitcoin ETFs are vacuuming up supply again, $500M this week, even as MicroStrategy flipped to net seller. When Saylor was the dominant buyer and is now selling, ETFs stepping in signals the demand base just got bigger and steadier.”
“another 265M of inflows to the ETFs yesterday, ~500M so far this week. declining cb premium *in spite of* the largest buyer (saylor) becoming a net seller continues to be the guiding light for me”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.