etf

The founder of Liebit Mining Pool (B.TOP), Jiang Zhuoer, stated that Bitcoin has just dropped, and the Coinbase Bitcoin premium remains negative, continuing to incur significant losses. It is expected that tomorrow's spot ETF (i.e., the US stock market trading day) will see capital outflows.ETF data is lagging; trading based on ETF data is akin to driving while looking in the rearview mirror. Although it is inconvenient, the inflow and outflow of ETF funds are very important, so we can only keep an eye on it.

According to Lookonchain monitoring, the net inflow of Bitcoin ETFs in the United States is 398 BTC, with a net inflow of 8,937 BTC over 7 days; the net outflow of Ethereum ETFs is 19,667 ETH, with a net inflow of 15,939 ETH over 7 days.

Grayscale announced on platform X that its launched the world's first Zcash spot ETF fund ZCSH is now open for options trading.

On September 8, TRON founder Justin Sun posted on the X platform stating that the TRON TRX ETF will be listed on the Chicago Stock Exchange in the United States on September 9, 2026, with the ETF code TRXS.Justin Sun mentioned that this is another advancement for the TRON ecosystem in the U.S. capital market following the listing of related companies on the NASDAQ, and he stated that the TRON ecosystem has thus formed a "public company + ETF" dual-drive pattern.

Wintermute released a market update indicating that the non-farm payroll data for August exceeded expectations, pushing the interest rate hike probability to nearly 60%. Bitcoin briefly retreated from $82,400 but still closed the week up 3.45%, standing above $80,000. Bitcoin ETFs recorded a net inflow of $987 million, marking three consecutive weeks of positive inflows, totaling nearly $3.8 billion. This indicates that the crypto market has withstood the test of hawkish data.Bitcoin has fallen about 50% from its peak, which is significantly less than the over 75% declines seen in the same periods of 2018 and 2022, reflecting earlier involvement from ETFs and institutional funds. Wintermute believes that capital is flowing from stocks and gold into crypto assets, forming the premise for a new cycle. $82,000 is a key level that needs to be broken, while $72,000 is the point to judge a trend change. The voting on the CLARITY Act, along with the CPI and FOMC meetings, are all scheduled for next week. The end of the Robinhood Chain Gas subsidy at the end of September will be the first test of the sustainability of activity. If Bitcoin falls below $72,000 and ETF outflows turn significantly negative, a reassessment will be necessary.

The price of Zcash (ZEC) has risen to its highest level since 2016, with a market capitalization surpassing $20 billion. According to CoinGecko data, ZEC once reached $1,249.28 before falling back to around $1,195, having increased approximately 45% over the past week and 138% over the past 30 days. However, the current price is still below the historical high of $3,191.93 set on October 28, 2016.This round of increases is primarily driven by Grayscale converting its Zcash Trust into an exchange-traded fund (ETF). The product code is ZCSH, which began trading on NYSE ARCA on August 25, allowing investors to gain exposure to ZEC through brokerage accounts. As of last Friday's close, the ETF reported $83.77, with assets under management reaching $463.2 million. Zcash allows users to choose between public transactions and "shielded" transactions, the latter utilizing zero-knowledge proofs to verify payments without disclosing the sender, receiver, or transaction amount.Grayscale's research director Zach Pandl stated in an analysis on August 31 that this could become a "must-have" feature for privacy-focused users. Pandl pointed out that artificial intelligence might increase the demand for financial privacy by making it easier to associate public blockchain transactions with user identities.

Binance Research's monthly market report shows that the total market capitalization of the cryptocurrency market increased by 17.6% to $2.7 trillion in August, with ETF inflows achieving the strongest performance since 2026.BTC rose by 24.8% within 7 days, ranking as the top weekly increase since 2020. In terms of user asset allocation, the proportion of cryptocurrency allocation among stockholders increased from 64% to 72%, while the allocation to stablecoins decreased by 22%; the proportion of TradFi perpetual contract trading volume dropped from 40% to 20%, with funds and trading activities clearly flowing back into cryptocurrency assets.

According to SoSoValue data, during the last trading day (Eastern Time from August 31 to September 4), the HYPE spot ETF had a net inflow of $12.2734 million.The HYPE spot ETF with the highest net inflow last week was the Bitwise ETF BHYP, with a weekly net inflow of $10.5171 million, bringing BHYP's historical total net inflow to $166 million; followed by the Grayscale Hyperliquid Staking ETF (HYPG), with a weekly net inflow of $1.7563 million, bringing HYPG's historical total net inflow to $139 million. As of the time of publication, the total net asset value of the HYPE spot ETF was $481 million, with an ETF net asset ratio (market value compared to HYPE's total market value) of 2.56%, and the historical cumulative net inflow had reached $357 million.

According to SoSoValue data, last week's trading day saw a net inflow of $18.9602 million for the XRP spot ETF. The XRP spot ETF with the highest net inflow last week was the Franklin Templeton ETF XRPZ, with a weekly net inflow of $9.8216 million, bringing the historical total net inflow for XRPZ to $473 million; followed by the Canary ETF XRPC, with a weekly net inflow of $7.7397 million, currently having a historical total net inflow of $491 million.The XRP spot ETF with the highest net outflow last week was the Bitwise ETF XRP, with a weekly net outflow of $3.3216 million, currently having a historical total net inflow of $599 million. As of the time of writing, the total net asset value of XRP spot ETFs is $1.48 billion, with an ETF net asset ratio (market value as a percentage of total XRP market value) reaching 1.69%, and the historical cumulative net inflow has reached $1.68 billion.

According to SoSoValue data, last week's trading day saw a net inflow of $6.1751 million for the SOL spot ETF. The SOL spot ETF with the highest net inflow last week was Grayscale SOL Trust GSOL, with a weekly net inflow of $4.3765 million, bringing GSOL's historical total net inflow to $135 million; followed by Morgan Stanley ETF MSOL, with a weekly net inflow of $1.3575 million, currently MSOL's historical total net inflow is $33.9 million.The SOL spot ETF with the highest net outflow last week was Bitwise ETF BSOL, with a weekly net outflow of $735,500, currently BSOL's historical total net inflow is $1.02 billion. As of the time of writing, the total net asset value of SOL spot ETFs is $1.41 billion, with an ETF net asset ratio (market value compared to SOL's total market value) of 2.37%, and the historical cumulative net inflow has reached $1.35 billion.

According to SoSoValue data, last week's trading day saw a net inflow of 987 million USD into Bitcoin spot ETFs. The Bitcoin spot ETF with the highest net inflow last week was Blackrock ETF IBIT, with a weekly net inflow of 692 million USD, bringing IBIT's historical total net inflow to 64.06 billion USD; followed by Ark & 21 Shares ETF ARKB, with a weekly net inflow of 138 million USD, currently ARKB's historical total net inflow stands at 1.46 billion USD.The Bitcoin spot ETF with the highest net outflow last week was Grayscale Bitcoin Trust GBTC, with a weekly net outflow of 47.9921 million USD, bringing GBTC's historical total net outflow to 27.65 billion USD. As of the time of publication, the total net asset value of Bitcoin spot ETFs is 101.25 billion USD, with an ETF net asset ratio (market value compared to Bitcoin's total market value) reaching 6.33%, and the historical cumulative net inflow has reached 55.62 billion USD.

According to SoSoValue data, last week's trading day saw a net inflow of 218 million dollars into Ethereum spot ETFs. The Ethereum spot ETF with the highest net inflow last week was Blackrock ETF ETHA, with a weekly net inflow of 136 million dollars, bringing ETHA's historical total net inflow to 12.87 billion dollars; followed by Blackrock ETF ETHB, with a weekly net inflow of 81.8506 million dollars, currently ETHB's historical total net inflow stands at 775 million dollars.The Ethereum spot ETF with the highest net outflow last week was Grayscale Ethereum Trust ETHE, with a weekly net outflow of 36.9659 million dollars, currently ETHE's historical total net outflow has reached 5.38 billion dollars. As of the time of writing, the total net asset value of Ethereum spot ETFs is 15.57 billion dollars, with an ETF net asset ratio (market value relative to Ethereum's total market value) of 5.2%, and the historical cumulative net inflow has reached 13.19 billion dollars.

Bitcoin News posted on platform X that the net inflow into the U.S. spot Bitcoin ETF over the past three weeks is approximately $3.8 billion, marking the strongest three-week performance since 2026. As of now, the year-to-date capital flow is still down about $1 billion; last week saw a net inflow of $986.9 million, with $730.8 million net inflow on Thursday.Eric Balchunas stated that when IBIT rises more than 5% and trading volume reaches $3 billion to $4 billion, there is usually a significant inflow of funds. The last time this occurred, IBIT recorded a cumulative inflow of $2 billion over 10 consecutive days.

On-chain data analysis platform Arkham stated that Bitwise's BHYP clients have not purchased any HYPE for four consecutive days. On Friday, they bought $10.5 million, marking the largest single-day purchase of BHYP since buying $23.2 million on August 27.Arkham indicated that Bitwise has accumulated a total of $166.3 million in HYPE since its launch, making it the largest HYPE ETF currently.

According to Bloomberg Intelligence's compilation of the first quarterly 13F holdings report for Hyperliquid ETF, a total of 30 institutions disclosed their holdings in Hyperliquid ETF, with a total amount of approximately 74.9 million USD. Brazilian institution Wealth High Governance Asset Management ranks first with nearly 24 million USD in holdings, owning 632,614 shares of the 21Shares HYPE fund (THYP), valued at 23,948,236 USD as of June 30.This list was published by Bloomberg Intelligence ETF analyst James Seyffart on the X platform. OLP Capital Management ranks second with 10.5 million USD, UBS ranks third with 7.5 million USD, Bank of Montreal ranks fourth with 6.7 million USD, and Jane Street ranks fifth with 4.4 million USD. Other listed institutions include Discovery Capital, Brevan Howard, Balyasny, and Boothbay. The top five institutions hold a total of approximately 53 million USD, accounting for 70.8% of the total disclosed amount.

The U.S. spot Bitcoin ETF recorded the strongest consecutive three-week inflow of funds since 2026. SoSoValue data shows that as of the week ending September 5, the net inflow was $986.9 million, with a cumulative net inflow of $3.8 billion over the past three weeks, an increase of about 7% compared to the previous week. Despite a significant rebound in demand, the net inflow for Bitcoin ETFs this year is still approximately negative $1 billion.On Friday, the single-day net inflow was $174.6 million, a noticeable drop from over $731 million on Thursday. Among them, BlackRock's iShares Bitcoin Trust (IBIT) attracted $117.4 million, accounting for about 67% of the day's net inflow, while Fidelity's Wise Origin Bitcoin Fund (FBTC) had a net inflow of $57.2 million, with the remaining U.S. spot Bitcoin ETFs having no net inflow that day. On that day, Bitcoin briefly fell below $79,000, then rebounded to around $79,700, still up about 2.6% over the past 7 days.As of Friday, the total net assets of U.S. spot Bitcoin ETFs were approximately $101.3 billion, with a cumulative net inflow of $55.6 billion. Meanwhile, the inflow of funds into Ethereum and XRP spot ETFs has significantly cooled, with net inflows for the week dropping to $21.84 million and $1.9 million, respectively, a decline of about 74% and 83% compared to the previous week; their cumulative net inflows for the year are approximately $863 million and $515 million, respectively.

According to SoSoValue data, the total net inflow for Bitcoin spot ETFs is $175 million. The Bitcoin spot ETF with the highest net inflow in a single day is Blackrock ETF IBIT, with a net inflow of $117 million in one day, and the historical total net inflow for IBIT has reached $64.057 billion.Following that is Fidelity ETF FBTC, with a single-day net inflow of $57.2183 million, and the historical total net inflow for FBTC has reached $10.333 billion. As of the time of publication, the total net asset value of Bitcoin spot ETFs is $101.252 billion, with an ETF net asset ratio (market value compared to the total market value of Bitcoin) of 6.33%, and the historical cumulative net inflow has reached $55.618 billion.

According to SoSoValue data, on September 4th Eastern Time, the total net inflow of Ethereum spot ETFs was $26.4613 million. The Ethereum spot ETF with the highest net inflow yesterday was Blackrock ETF ETHA, with a net inflow of $57.7915 million. Currently, the historical total net inflow of ETHA has reached $12.873 billion.The second was Blackrock Staked ETH ETF ETHB, with a net inflow of $16.441 million yesterday, and the historical total net inflow of ETHB has reached $775 million. The Ethereum spot ETF with the highest net outflow yesterday was Fidelity ETF FETH, with a net outflow of $48.2993 million, and the historical total net inflow of FETH has reached $2.277 billion. As of the time of writing, the total net asset value of Ethereum spot ETFs is $15.566 billion, with an ETF net asset ratio (market value as a percentage of total Ethereum market value) of 5.2%, and the historical cumulative net inflow has reached $13.193 billion.

According to SoSoValue data, yesterday (Eastern Time September 4) the total net outflow of SOL spot ETFs was $5.2078 million.The SOL spot ETF with the highest net outflow yesterday was Bitwise Solana Staking ETF (BSOL), with a net outflow of $2.7936 million, and its historical total net inflow has reached $1.021 billion.Following that was Fidelity Solana Fund ETF (FSOL), with a net outflow of $2.4141 million, and its historical total net inflow has reached $213 million.As of the time of writing, the total net asset value of SOL spot ETFs is $1.411 billion, with a SOL net asset ratio of 2.37%, and the historical cumulative net inflow has reached $1.346 billion.

According to SoSoValue data, yesterday (Eastern Time September 4) the total net outflow of the SOL spot ETF was $5.2078 million. The SOL spot ETF with the highest net outflow yesterday was the Bitwise Solana Staking ETF (BSOL), with a net outflow of $2.7936 million, and the historical total net inflow currently stands at $1.021 billion.The second highest was the Fidelity Solana Fund ETF (FSOL), with a net outflow of $2.4141 million yesterday, and the historical total net inflow currently stands at $213 million. As of the time of writing, the total net asset value of the SOL spot ETF is $1.411 billion, with a SOL net asset ratio of 2.37%, and the historical cumulative net inflow has reached $1.346 billion.