ETF

IM-PT24

50/50 between Bitcoin and All World ETF.

Freudarian

I think its good to rotate and diversify. However, this is what I see: Oil & gas through the roof Stock market overpriced Gold at ATH levels, and other precious metals AI bubble about to burst Housing markets are ATH Credit market is on a stretch Am I missing something? Well, mix it with the fact that a lot of people still have jobs, markets are still performing, so I dont see a market crash happen very soon unless China and US go to war, and drag EU into it. Which at this point seems unlikely, since relationships are at a low, but China seems wise enough not to engage with an idiot. Soooo.. I think a rotation is more likely. In comparison to other markets Crypto has been underperforming so its a very attractive market. I think the biggest obstacle is the Unclarity Act, and a new narrative for novelty, ETF's, RWA, DigiGold, Memes and NFT's are getting old.

TheresNoSecondBest

Move to a place without cgt. >hold bitcoin with tax free gains If you mean ETF does this, you don't hold bitcoin in this case. Someone else is.

stellarfirefly

Spot ETF is a general term for any Exchange Traded Fund that tracks a specific asset, in this case Bitcoin.

Think-Outside8434

What is a “Spot” ETF? Is that a brand or a generic name for a certain type?

Good_Extension_9642

I agree with your point of view , in my opinion IBIT or any BTC ETF is safer than holding Bitcoin, if you don't believe me ask all those who have lost their precious Bitcoin either by a jack, sent to the wrong address or lost their 24 words

master-beast-72

the River report data is real and the tension it exposes is also real. the "42% US hegemony" figure plus ETF concentration means a significant portion of bitcoin is now held in custodial wrappers by a handful of institutional players — BlackRock, Fidelity, Grayscale. the uncomfortable paradox: mainstream Bitcoin advocacy for years was "we need institutional adoption for price discovery and legitimacy." that adoption happened and what it produced is bitcoin held in SEC-regulated ETFs by the same institutions Bitcoin was supposed to disintermediate. the decentralization of the network (hashrate, nodes) is a separate question from the decentralization of ownership. the network remains technically distributed but economic ownership is consolidating. what's different from Ethereum's institutional adoption: ETH exposure is more fragmented — staking providers, multiple ETF issuers, on-chain DeFi protocols — less concentrated in a single jurisdiction or product type. not decentralized, but differently distributed. none of this "kills" Bitcoin but it's a meaningful shift from the white paper vision.

GlobalVillage30

This ETF is excellent IMO - WALT https://markets.ft.com/data/etfs/tearsheet/summary?s=WALT:SWX:USD

GlobalVillage30

I buy a low cost ETF - BTC1: https://hanetf.com/fund/btc1-bitwise-core-bitcoin-etp/

__redruM

Get a Roth IRA going, and put money into a mix of stocks and BTC. Given you’re investing, a BTC ETF is best. Maybe IBIT, QQQM, and VOO for example. That way you’re diversified and can still cash in that BTC growth along with everything else at retirement.

AggressiveGas4637

How do you short bitcoin aside from puts on an ETF? Genuine question 

devCheckingIn

A week of ETF inflows were immediately rug-pulled on, of course, no news. Kind of hilarious. I'm assuming a big institution somewhere in the world entered a huge put option on IBIT. I guess we'll see.

Suspicious-Holiday42

ETF outflows are back

Romanizer

Mostly retail sold while institutions are accumulating. ETF net flows are largely back to positive as well. The whole last two years were shaped by relentless selling of retail holders, so the bull run for this cycle still has to start.

Aeschbacher15

Actually they enjoy those now because they get more ETF volume...

devCheckingIn

Seven consecutive days of ETF inflows. 🤩

lambsquatch

Diversify into an S&P 500 ETF too

Bradystanish

But they are more than happy to facilitate any purchases or sales you would want to make throuhg their ETF offerings...

Any_South_6437

only one that matters is bitcoin, and unfortunately most people will only learn the hard way. doesn't matter how obvious you make it to people, the human nature of wanting to gamble in hopes of hitting that 1000x+ will keep them poor forever. luckily we are at the late stages, where most people realize that it's either bitcoin or nothing. if bitcoin fails, then there's no alternative, so you might as well bet it all on bitcoin and hope for the best, or invest in a world ETF fund like VWCE like most people do, but investing in alts is just a losing game. "not a financial advice, do your own research yadayada"

DifficultSquash1517

Congrats. If you want to get that money firing on all cylinders though you should buy an ETF such as ibit With one whole Bitcoin you could sell 17 covered call contracts every week. I safely get about 13-17usd a week on each contract and I haven't been called out in over 2 years That's over $1,000 a month in passive income (truly passive ...not bullshit passive) And it's a lot safer you don't have to worry about getting hacked you could sleep at night 👍🤑🤷

Friendly-Bug2077

Spot ETF outflows get all the clicks, but futures positioning might be telling the real story behind the scenes.

Naive_Ring3463

mining is a nice way to stay focused on the network instead of reacting to every ETF headline. Price moves fast, infrastructure moves slower.

deltamark_btc

the price-didn't-follow is the key signal for me as a trader. corporate demand at the register, but large wallets net depositing to exchanges simultaneously - that's supply meeting demand, or just distribution into the narrative. ETF net outflow confirms it. retail selling while corporates buy = net effect on spot is muted. been watching ETH fail $1,879 multiple times this week and the tape keeps agreeing - buyers exist, just not above that level. the concentration point is underrated. if BitMine drives most of the ether treasury flow, that demand is only as durable as BITM's premium over NAV. premium compresses, the buyback logic reverses. good research. what are you using for the on-chain net depositor flag - that's the signal i'd want in real time.

deltamark_btc

the distinction you're making at the end is the actual unlock. regulatory/ETF news reprices slowly - institutions are positioning over days not hours. hack or exchange news is violent and over inside a session. you already noticed this, you just need to apply it harder as a filter before you even think about sizing. what i check in the moment: first full 5min candle volume after the headline hits. 3-5x normal volume + price holds the midpoint of that candle on close = it has legs. gives back 40%+ in the next candle = flush, don't chase. funding rate shift matters too. if funding goes sharply positive into the print, crowding is already happening live - that's a sit-out or fade signal, not an entry. the 48h chart beforehand is your 'was it already leaked' read. slow grind into the news with no catalyst = somebody knew. violent gap-up right at the headline = usually closer to the top than the start.

TheresNoSecondBest

>I invested in Russian stocks before and it did not go well… then I invested in Chinese stocks and it plummeted… then I invested in Japanese telecoms and it stayed flat for yrs Please, don't confuse random stocks with Bitcoin, the most decentralized monetary network in the world. Congrats on the move, it's never too late, [despite new people thinking otherwise](https://old.reddit.com/r/Bitcoin/comments/rskpuf/i_have_only_600_bitcoinsi_missed_the_bus/). ONLY INVEST MONEY YOU CAN AFFORD TO LOSE. Invest in your knowledge, learn about Bitcoin as much as you can. The Bitcoin Standard book is a must read. So is Broken Money by Lyn Alden. Also, **don't reply any DMs**, emails, private messages on other social media, promising to buy Bitcoin from them or get rich quick by investing into some website. They all are scammers. Even the hot Asian chick, he's a scammer too. **Price wise, nobody knows what the price will be tomorrow, next week or at the end of the year.** **Try "Bitcoin ONLY" strategy for at least the first 210,000 block cycle**, you'll sleep much better. Newcomers lose so much money, holding tokens just because someone on YT told them to. If you don't like losing money in [failed coins](https://www.coingecko.com/research/publications/how-many-cryptocurrencies-failed), avoid. DCA is probably the best approach. Once a week works best for me, but I'm getting paid weekly. This [DCA calculator](https://21vox.com/dca-calculator) might help to decide what will work best for you. In a few years, even $10 dollars a month can make a massive difference. This [DCA blog](https://er-bybitcoin.com/) is pretty interesting too and compares buying bitcoin VS stocks. Now, don't buy some fake bitcoin at a spot ETF place or similar, **get the real thing** that you can withdraw anytime you want. Register at a proper exchange and buy real Bitcoin. Any of these will do [https://bitcoin-only.com/get-bitcoin](https://bitcoin-only.com/get-bitcoin) Install (or buy - in case you're getting Bitcoin in Thousands of $) one or more of these wallets. **A few good wallet choices:** [https://blockstream.com/app/](https://blockstream.com/app/) \- Top Security Features, Open Source and Non-Custodial [https://bluewallet.io](https://bluewallet.io/) \- excellent, easy to use wallet, Open Source and Non-Custodial [https://www.sparrowwallet.com](https://www.sparrowwallet.com) - top desktop wallet [https://electrum.org](https://electrum.org/) \- Solid choice, Open Source and Non-Custodial, one of the oldest and most trusted Bitcoin Wallets. I prefer the desktop version but it works on mobile too. **Lightning wallets** to consider (cheaper and faster transactions, great for small amounts): [https://phoenix.acinq.co/](https://phoenix.acinq.co/) \- Phoenix - very good wallet, uses Tor for extra privacy, easy for anyone new [https://blixtwallet.github.io/](https://blixtwallet.github.io/) \- Blixt - great UI, fast and clean. The app runs a full LND node on your phone and you have the ability to easily open channels to whatever nodes you like. [https://zeusln.com/](https://zeusln.com/) Zeus - impressive wallet with many features, can even generate Nostr keys [https://breez.technology](https://breez.technology/) \- Breez - excellent POS for small business owners as well as integrated Bitrefill Note: Breez does also a hybrid liquid/LN wallet called Misty Breez - the sats being on liquid means no need for channels although the payments take a few extra seconds. You'll also can get a free customable LN address. While talking about hybrid wallets, there's also Aqua Wallet although not IMHO as good as Misty Breez. There are also custodial LN wallet but I would honestly avoid using them because you have to trust the wallet operator not to steal your money. Their only advantage is that they are incredibly easy to use, although it might cost you big one day. To keep up to date with spending wallets, visit r/TheLightningNetwork at least once a while and perhaps r/RGB in the future. **Hardware Wallets** (to store larger amounts): [Trezor](https://trezor.io/) \- Easy to use, no matter how new in Bitcoin you're. If you can afford it, opt for Safe 7 (air-gapped) and use the Bitcoin only firmware as it's safer than a multi coin software. [ColdCard](https://coldcardwallet.com/) - air gapped, Bitcoin only, has advanced features but a new user will do fine with one of the great tutorials available. [BitBox02](https://bitbox.swiss/bitbox02/bitcoin-only/) - another great little device, opt for the more secure Bitcoin ONLY version (less coins = less code = less chance for a hidden bug or a backdoor). Sadly, this device is not air-gapped. [Jade](https://blockstream.com/jade) - air gapped, fully open source, Bitcoin only, great features. There's a newer version called Jade Plus, it has much better camera and overall is a better, although a bit more expensive, option. You can even [build it on your own](https://github.com/Blockstream/jade/), if you feel adventurous. [Seedsigner](https://github.com/SeedSigner/seedsigner) - another DIY, fully open source, air gapped, Bitcoin only hardware wallet, not for you if you're just starting up but something to consider later. [Krux wallet](https://selfcustody.github.io/krux/) - one more DIY hardware device, I love this one for many reasons. Similar to Seedsigner, it's fully open source, air gapped, Bitcoin only hardware wallet, that is not for you right now if you're just starting up, but something to consider at a later stage and/or to up the security of your bitcoin. There's also Ledger, but I wouldn't recommend it as it's not fully open source, keep and already leaked customers' details, recently said they're capable of sending customers' keys out just with a firmware update, making is an expensive hot wallet. The opposite of what you want from a cold wallet. **Stay away**, save yourself a headache in the future. The same goes for many other hardware wallets that are too new or filled with too much of unnecessary shitcoin code. Stay away. Whatever wallet you'll decide to buy, purchase DIRECTLY from the manufacturer, no eBay, no Amazon. Make sure the device is NOT preset, and you will generate your own seed words. Write them down on any piece of paper as well as the receiving address. Now wipe the wallet and generate a new wallet. If the seed words are different from the first set, you're safe to use it. Find an option to set a passphrase and use it. This will boost the security to another level. Never store the seed words and passphrase together. Use a different medium if possible. If somebody finds both, they'll be able to steal your coin. This little device will hold the keys to your money, that's the reason why you have to be a bit more careful. Also, no worries, if it breaks, you can replace it - as long as you keep your seed words and passphrase(s) safe. Welcome to the rabbit hole and don't hesitate to ask if you have any questions anytime during your Bitcoin journey. Also, [check the sidebar](https://www.reddit.com/r/Bitcoin/about) that's filled with lots of great info and if you have any questions, visit r/BitcoinBeginners or r/Bitcoin and look for the answers.

Careful_Silver1045

I am with you. Same story. Quit 10 years ago to move from great paying large corporate to a start up. First significant cash out last year. 75% in ETF, 25% in BTC. Enough to support my 3 kids through university. Could already FIRE (not due to BTC though ;-)). Nonetheless, i strongly believe that my 25% BTC will outperform my ETFs in the long run.

Anonymous_Lurker_1

Yes. No problem. This would be the bare minimum id want to do tbh. Personally im more 60/40 stocks/btc. *And when i say stocks, i mean ETF's. Im roughly 70/30 All World/Semiconductors.

gorgonfr

Educate yourself on stocks and ETF as well.

davidsnkr

Bitcoin yes. But ETF to sell in 20 year or get a loan against it make sense I think.

Excellent-Advice-948

A few honest pointers, because "safe but rewarding" is the one combination that doesn't really exist — in crypto, higher potential reward always comes with higher risk of loss. Anyone selling you "safe AND high returns" is selling you something. On the app/website: use a reputable, regulated/licensed provider for your country (in the EU that means MiCA-licensed or clearly regulated custody; wherever you are, check it's actually authorised where you live, not just heavily advertised). I won't name a specific one — the "best" depends on your country and fees — but the criteria matter more than the brand: regulated, transparent fees, easy to withdraw. On what to buy, for someone new: - Stick to the big, established coins — Bitcoin, maybe Ethereum. Least likely to go to zero. The small "next 100x" coins that look exciting are where beginners get wrecked. - Start with an amount you genuinely won't miss (the others here are right). The first goal is learning the mechanics, not returns. - Buy a little on a schedule instead of one lump — nobody times the bottom. And gently, on the ETF: the fact that it's "not going well" and you're eyeing crypto for something better is worth pausing on. An ETF down over a few months is completely normal — that's just how markets work — and crypto is far MORE volatile, not less. If a dip in a diversified ETF is stressing you, a 40% crypto swing will be much worse. Crypto isn't the fix for a boring ETF; it's the same game with the volatility dialed way up. Honest best move for a beginner: keep the boring diversified stuff as your base, put only a small slice you can afford to lose into major crypto, learn as you go, and ignore anything promising "safe and rewarding." That phrase is the tell.

IronLawResearch

Retail drives short-term price. Institutions drive long-term structure. ETF inflows, exchange reserve drawdowns, corporate treasury allocations — that's not retail. That's capital moving off exchanges into long-term custody. Retail sets the price today. Institutions determine where it goes over the next cycle.

UOKM8

Bitcoin looks bottomed against VT, which is basically the most diversified ETF ever. Hodl.

Old_Box_5480

Why buy bitcoin when there are high quality companies who stock prices trade very similarly? High volatility, quick returns, you’re better off buying Google, Amazon, or even an ETF like DRAM makes big intraday moves nowadays

fixed_coverage

finally some real ETF news, not just hype

slvbtc

Strategy is on steroids and average corporations wont do what MSTR is doing. If and when there is a global bond market crisis forcing treasury yields up, tanking bond values, causing bankrupsies and leading to QE and YCC, corporations will look for alternatives and there arent many. There are money market funds and stablecoins but both of those are heavily invested in or backed by government bonds which doesnt solve the problem, and then there is gold and bitcoin and thats about all the alternatives that exist. They wont be using physical gold as a treasury asset so that leaves gold ETFs where you need to trust the issuer or bitcoin where custody solutions can remove 3rd party risk. Treasuries do not like having to trust asset issuers thats why government bonds have always been preferred, so trusting a gold ETF issuer is not palatable for most corporations. Bitcoin can solve this by removing the need for trust in an asset issuer. Bitcoin ownership for corporate treasuries can be set up to remove issuer risk, allow for self custody, while also allowing for redundancy for example a multisig set up. The world doesnt understand it yet but bitcoin is the perfect corporate treasury asset. When a bond market crisis causes this shift towards bitcoin it is possible we see 10% of the worlds corporations adopt some from of bitcoin treasury strategy where a small portion of their treasury gets allocated to bitcoin. 10% of the worlds corporations allocating a small portion of their treasury assets to bitcoin would bring about the biggest bull market bitcoin has ever seen.

JayDee80-6

My MSTZ inverse 2x micro ETF is up 250 percent the last year. 

biggest_guru_in_town

All memecoins have community because without community they are as good as dead. Spx6900 without a doubt has a community with a strong conviction. We can all see that. There are a lot of fucked up things in the world. Tradfi is no stranger to market manipulation. I symapthize and agree on that especially trump and his bullshit. Mr.Elongated muskiness aka discount Nazi Pol Pot and his space eXcrement IPO is another fine example..but we have to be realistic and pragmatic here... my goal is not to be rich with bitcoin.its to protect my equity against inflation and have a low risk return on investment however modest over time. My country's currency is dogshit you see and bitcoin is accessible and has been the answer I should have been looking for years ago as a small time investor. I trust it like a digital savings account. Every month I put in 25 usd at any price and I just forget about it I started crypto in may 2025. I was at first trading with spot bots..then the market crashed. Fucked away 100 usdt in doge,Eth,XRP. I noticed only bitcoin being the only one that wasn't bleeding so red. I made the decision to research bitcoin study it's price performance of over a decade and learned why it was a store of value and why it's so valued. Ever since, I became a bitcoin maximalist basically...because I got screwed over by other coins and I was trading,not investing. Abd I wasn't even doing leverage, it was just sideways trading with spot bots. That got fucked, the bots started bagholding for almost a year abd I said fuck it. Fast forward now I feel much better just buying and holding bitcoin and take a giant piss on anything called altcoin,futures,leverage,memes or other speculative hopiums. The argument that Bitcoin has "sold out" because of the emergence of institutional products like ETFs and corporate holdings is a classic example of a false dichotomy. Just because bitcoin is being integrated by tradfi doesn't mean it's fucked. Bitcoin’s still decentralized and permissionless, regardless of whether a hedge fund or a retail investor holds it through an ETF or how many fat cats on Wall Street bought it. The existence of regulated investment schemes does not change the underlying code or the ability of individuals like you and me to self-custody it...Because if that's the case what would stop spx6900 from eventually getting an ETF and being exposed to the world the same damn way? Your argument there doesn't hold up. In fact it would have the opposite effect since you want liquidity right? I think bitcoin got help from being exposed and still is not captured and compromised by the powers that be. Everyone is aware of bitcoin and saw its performance. Everyone wants to be part of it. That's liquidity. There are legit benefits that institutional-grade accessibility provides, such as increased liquidity, legitimacy as an asset class, and easier integration into retirement or pension funds. Spx 6900 can grow too if you wanna talk cyberphunk but it will take decades...and let's be real.. Bitcoin would be more cyberphunk then since it is has cryptographic security, privacy, and peer-to-peer utility...none of which are inherent to a memecoin like spx6900. Nobody is the CEO of bitcoin. Bitcpin doesn't care if Michael Saylor fucks his investors and sold everything. Neither will it care about BlackRock.l etc. Bitcoin is simply bitcoin and it doesn't need a stockpile of memes and religious zeal to see why it's the top coin in crypto. There's no second best.

Project_Demosthenes_

I would die for spx. The world is broken and run by the 1% who use the financial/military/industrial complex (S&P500) to funnel and centralize their power and influence. BTC was the first attempt post 2008 GFC to resist the banks (simultaneously OWS was infiltrated by feds and dispersed) and utilize cypherpunk philosophy of decentralization. BTC is the single greatest performing asset in history during its 17 year lifecycle but is now being token horses into Trad-Fi via ETF’s and MSTR. Spx6900 is a convergence of BTC maximalists, Occupy Wall Street OGs, and GameStop short squeeze apes to fuck the hedge funds. It’s the most cypherpunk asset on the planet since BTC sold itself out to the pedo suits. SPX is more than the “next BTC.” It is the evolution of what BTC was meant to be: an asset by the people for the people, decentralized, anti-tradfi. We’re just doing it even faster. Plz look deeply into the movement if you want to change your life. I’m not kidding, ily. https://preview.redd.it/tlal4j571udh1.jpeg?width=1198&format=pjpg&auto=webp&s=cfdb3cedd30e37f57a2bc8bd368538d13d7cd59c

Acidyo

This is people's answer to anything without an ETF behind it these days.

fuckswithboats

If every ETF on the globe allocated 3% to bitcoin that would be about $690B - so it gets us back to about $100k - right?

2xfun

That’s the problem we are having at the moment. Retail buy spot and they are broke AF. Institutional buy OTC without any price impact.  To make matters worse we have create paper bitcoin (options and ETF). The space is a mess.

devCheckingIn

Three consecutive days of ETF inflows. 🤩

ArugulaPotential366

I only have on ETF which is the Nasdaq 100 ETF basically the qqq but we call it stxndq

In-Paris

just buy a BTC ETF in ur TFSA

Necessary-Dust2178

Absolutely!! I'm expecting it to go down like this: US Government will give you $500,000 per coin, and turn around and re-value it to 5 million after they seize it from Strategy and all the ETF's like Blackrock, etc. Of course, they'll shut the exchanges, so you can't trade (legally). And and people will be encouraged to report any hold-outs: "Get 10% of the seized bitcoin payable in USD!!!" Get your coins off of the exchanges, and don't borrow against it. It's coming!

Jogi1811

I'm going to sell in August of 2029 or when I reach $100k in my Bitcoin ETF. Search up Bitcoin cycle to understand more about my thoughts. This cycle may not continue as there has always been talk about a break from it. But I made a plan and will see it through. I don't invest on emotion.

applesauce516

When i run out of my emergency fund, and have sold my minor investments (mostly ETF's, Tesla + Apple) and need more money to cover the tuition since I am doing a career pivot and can no longer take out anymore student loans.

DontLook_Weirdo

It depends on what you're doing with BTC. If you're in it to trade and try to flip some $ into $$, BTC ain't it - it's an asset, not crypto. You'll continue to lose money and come out of it sour. If you're in it to invest like you would in your Roth or any ETF, then you just stop looking because you know it'll take months or years for any action to happen. If you're in it for the long haul, then I'd recommend setting up some sort of DCA and removing yourself from as much of it as you can. I have daily recurring set up through strike, and it's uninstalled. I know my buys are still going through because my bank shows the activity and strike confirmed it before I went through with it lol. I also uninstalled my trezor app and only check on balances whenever strike auto-tranfers 1m sats to my trezor.. I fund it all with direct deposit into a bank account meant solely for investments, so I never see the money leave my pockets, so I never feel like I'm down $. My only connection to BTC is this sub.. when sentiment in this sub is shit, I buy more on top of my DCA.

AmericanInCanada87

that [xrp.to](http://xrp.to) ETF has really crapped the bed....so great : /

pegoff

ETF not doing well and you think riskier assets will outperform in a bear market? What is your ETF, gold?

deltamark_btc

fink has skin in the game - blackrock ETF flows are literally his floor thesis. nydig's $38k case needs a real macro unwind, dollar spike, risk-off everywhere. either way the price action right now tells more: BTC retested the top of its old $62.5k-$64k range today (broke out of there two days ago on elevated vol), currently holding around $64k. if that level fails the nydig case starts to open up. if it holds and reclaims $64.5k+ the fink camp wins the next leg. the predictions are secondary to where price is actually trading

ProfessionalAir104

What makes every believe this cycle will be different. Bitcoin is likely to bottom by 65% at least. That’s $44100. Every last bear was 77% or higher. Anybody telling you it won’t because of ETF’s or institutional volume is a liar. Go off data of last bear markets don’t listen to anybody saying something that’s never happened.

FuturaeNetwork

uesto post racchiude la classica frustrazione di chi cerca di fare *timing del mercato* basandosi su notizie macroeconomiche anziché sulla struttura di mercato effettiva. Ecco come puoi smontare e analizzare questo post per mostrare competenza analitica su Reddit, commentando punto su punto con un tono oggettivo e disincantato. # 1. Il bias del "Timing perfetto" (La trappola dell'attesa) > * **Il commento:** Il mercato ha quasi sempre già scontato (*priced in*) le decisioni della Fed ben prima dell'annuncio ufficiale. Se l'intero mercato retail si aspetta un dump in una data precisa, la liquidità tende a muoversi nella direzione opposta per punire chi è rimasto short o liquido in attesa. Aspettare il "minimo perfetto" basandosi sul calendario macroeconomico è il modo più rapido per farsi scappare i trend. # 2. Geopolitica e mercati: Perché la correlazione iniziale si rompe > * **Il commento:** È una dinamica classica dei mercati finanziari. * **All'inizio di un conflitto:** C'è shock sistemico, incertezza e panico generalizzato. Gli investitori vendono tutto ciò che è considerato "rischioso" (incluso il crypto) per rifugiarsi in asset liquidi o sicuri (il dollaro, i bond a breve termine). È una crisi di liquidità, non di fondamentali. * **Durante la prosecuzione o la ripresa del conflitto:** Il mercato si adatta e metabolizza lo scenario. Le criptovalute, in particolare Bitcoin, iniziano a essere viste non più solo come "risk-on asset", ma come uno strumento di copertura alternativo contro l'inflazione bellica, la svalutazione delle valute fiat locali e le sanzioni finanziarie. La narrativa di "oro digitale" o di asset fuori dai canali sovrani riprende forza, attirando capitali proprio mentre la geopolitica si surriscalda. # 3. I muri di acquisto istituzionali e il fondo del ciclo > * **Il commento:** Chi ha scritto il post ha notato un dettaglio fondamentale. La presenza di forte supporto istituzionale (visibile nei registri degli ordini e nei flussi degli ETF o degli internalizzatori OTC) crea un pavimento di prezzo (*price floor*) difficilmente scalfibile dal panico retail. Se le istituzioni accumulano massicciamente a determinati livelli, il ribasso profondo diventa altamente improbabile. # 4. ETH a $1,500 è ormai storia? > * **Il commento:** Molto probabilmente ha ragione. Pensare che Ethereum possa tornare a $1,500 quando l'infrastruttura di rete (grazie ai Layer 2 e al burning dei costi di transazione) e l'adozione istituzionale sono consolidate significa ignorare la legge della domanda e dell'offerta. A meno di un cigno nero sistemico (fallimento di un enorme protocollo o di un emittente di stablecoin), certi livelli storici diventano supporti invalicabili. # Come impostare la tua risposta su Reddit (Bozza di commento d'impatto) Se vuoi rispondere a questo utente per posizionarti come esperto, usa questo schema: >

devCheckingIn

Two consecutive days of ETF inflows. 😲

Mysterious_Sleep7443

I wont not put anything in an ETF its going to crash harder than bitcoin soon

Nino2112

I would personally hold. I think having this secured is amazing if Bitcoin gets to the point where it is accepted globally as what it wanted to be. A digital asset. But I trust and understand Bitcoin, I believe in it. If you don't, I would either sell or wait the next cycle to hope for a better reward, but it will most probably take time. If you need that money, and want a low risk low reward, ETF is great!

pommesUNDwurst

I haven't called the top. But I got out before the price went in the shitter (ca 105k$). I took some Profits into stocks. Most of it is sitting in a Money Market ETF or USDC and still waiting to be reinvested. I will start my DCA once we drop below the "realized" price (53k). And will move relatively fast (couple of weeks, 2 months max). Good luck.

Mix_Right

Jane Street and Black rock ETF market manipulation in full effect. Nothing will change until the stock market and the US dollar collapses then we will see it takeoff.

Realistic_Client1969

Middle grounds we're you need to be ,sponging as much info from ETF's to open interest... EVERY DAY. And learning to trust your instincts aswell, imo

deltamark_btc

two unlocks i think are underrated - 401k auto-allocation (when the major brokerages let you set 2% BTC as a fund slice the same way you pick an index fund, that's trillions in passive flows hitting crypto every paycheck. ETF rails are basically there, the 401k wrapper is the last mile, maybe 18 months out), and stablecoins in emerging markets where people aren't "adopting crypto" ideologically, they're just surviving inflation in argentina/nigeria/turkey. that adoption is already happening quietly, it just doesn't show in western metrics. retail POS is probably the last domino not the first - merchants follow users, not the other way around.

futurefloridaman87

I think we have about hit the pinnacle. It’s been almost 2 decades and I still can’t seamlessly buy gas or groceries with crypto (unless I go through some round about way of getting there with different apps). In 2 decades the only things we’ve got are a few ETFs. They are paraded around as some example that crypto is/was being accepted into the mainstream, when this couldn’t be further from the truth. The ETFs exist for one reason only….. so Big finance can get their slice of management fees. They don’t actually give a fuck about the technology. They just saw money to be made so they threw together a spot ETF and rolled with it.

Darryl_444

True, but I sure do see a lot of posts about people losing their Bitcoin. Scams, discarded drives, lost passwords, malware, hacks, memory issues, exchanges, etc... About 20% of all Bitcoin is permanently lost to everyone, forever, due to bad management by owners. Never seen one post yet about anyone losing their Bitcoin ETF shares. Over 7 years for most of the world, and counting. Longer for trust shares, even in the US. There has never been any recorded theft, loss or fraud incident for Bitcoin held under management by an ETF to date. Zero. In the case that an asset-based ETF is shut down, the assets still remain. Typically they are then liquidated and distributed to the shareholders as cash. Never had that happen to me, but it is a potential concern that some folks have. If an investment account owner dies, the spouse / designated beneficiary reliably receives the proceeds as directed. Rather than having to figure out how wallets and seed phrases work, or where they are located, or even just being aware that they exist. Everybody has different objectives and their preferred methods, but mine is ETFs.

Emergency-Warthog-56

This is a perfect example of why OP's idea is very helpful because those ETF links, I didn't know about them.

Nice_Material_2436

**Bitcoiners in 2010**: Fuck banks. We are building a peer-to-peer electronic cash system to overthrow the corrupt global financial elite! **Bitcoiners in 2026**: I’m fighting the corrupt banking cartel by storing my life savings in a BlackRock ETF that relies on Coinbase custody which holds its cash reserves at JPMorgan Chase!

FlyUnity

I love it! The one thing I scroll through daily is ETF buys/Sells. I use [https://www.coinglass.com/etf/bitcoin](https://www.coinglass.com/etf/bitcoin) for the most up to date info, but I use this [https://www.bitcoinstrategyplatform.com/etfs](https://www.bitcoinstrategyplatform.com/etfs) for the graph. If you put that info on your page, and I will use it as a one stop shop!

Darryl_444

ETF solves that issue completely. Broker sends me a complete annual tax report, just have to punch the numbers in. Unless it's in my registered accounts, in which case I do nothing at all. And pay no tax. Or deferred tax on retirement.

Pleasant_Ostrich4278

Honestly, what volatility? I also invest in Gold - down more than Bitcoin. Also have stocks like IonQ that is more volatile. IBM down more than 20% yesterday even. Even certain ETF's.. So what do you mean? Btc is in a stabilization era. Btc 10 years ago is way different compared to know. I am even surprised how little volatility btc has in its current state.

Patient-Process-2565

Don’t do any of that, be sensible and put it in an ETF, Crypto is very volatile and very few can handle it and sell at a loss or a lot of stress for a small return. By all means put 10% in crypto, but honestly this is the correct answer

AutoModerator

Post is by: HamdyTheHammer and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1ux68ct/market_read_do_with_that_whatever_you_like/ **Read: A Tightly Coiled Spring.** Bitcoin ETF flows currently stand at **-$425M per day (-$493M over the past 5 days)**, pointing to continued institutional distribution. At the same time, **BTC exchange netflows are +1,068**, indicating that more coins are moving onto exchanges, increasing potential sell-side pressure. The **BTC options Put/Call Ratio is 1.66 (Buy/Sell: 1.75)**, reflecting a put-heavy market with net buying of downside protection. Meanwhile, the **term structure has steepened to -3.6**, making near-term implied volatility relatively cheap—a classic “calm before the storm” setup. Ethereum is showing a notable divergence: with a **netflow of -6,547 and call-heavy positioning**, ETH continues to be accumulated, acting as a counterpoint to Bitcoin. **Synthesis:** The market is currently compressed into a low-volatility range, pinned by dealer gamma while distribution and hedging demand continue to build beneath the surface. This is the classic setup that often precedes a volatility expansion: compressed implied volatility, a strong GEX pin, increasing put demand, and ongoing distribution. The hedged and suppressed side of the market remains to the downside. At the same time, this compression can resolve in either direction—the data does **not** provide an honest directional forecast. **Honest Take:** This is a **structural market read**, not a prediction. Positioning currently carries a modest bearish bias, but it is **not** a directional call. The key trigger remains the **GEX flip level at 63,000**. Above that level, dealer pinning is likely to continue suppressing volatility. Below it, the pin begins to unwind, market damping fades, and price movements can accelerate significantly. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

HamdyTheHammer

patience is never wrong: heres my analysis, hope it can help you: **Read: A Tightly Coiled Spring.** Bitcoin ETF flows currently stand at **-$425M per day (-$493M over the past 5 days)**, pointing to continued institutional distribution. At the same time, **BTC exchange netflows are +1,068**, indicating that more coins are moving onto exchanges, increasing potential sell-side pressure. The **BTC options Put/Call Ratio is 1.66 (Buy/Sell: 1.75)**, reflecting a put-heavy market with net buying of downside protection. Meanwhile, the **term structure has steepened to -3.6**, making near-term implied volatility relatively cheap—a classic “calm before the storm” setup. Ethereum is showing a notable divergence: with a **netflow of -6,547 and call-heavy positioning**, ETH continues to be accumulated, acting as a counterpoint to Bitcoin. **Synthesis:** The market is currently compressed into a low-volatility range, pinned by dealer gamma while distribution and hedging demand continue to build beneath the surface. This is the classic setup that often precedes a volatility expansion: compressed implied volatility, a strong GEX pin, increasing put demand, and ongoing distribution. The hedged and suppressed side of the market remains to the downside. At the same time, this compression can resolve in either direction—the data does **not** provide an honest directional forecast. **Honest Take:** This is a **structural market read**, not a prediction. Positioning currently carries a modest bearish bias, but it is **not** a directional call. The key trigger remains the **GEX flip level at 63,000**. Above that level, dealer pinning is likely to continue suppressing volatility. Below it, the pin begins to unwind, market damping fades, and price movements can accelerate significantly.

Romanizer

Yeah, I mean S&P can rotate allocation when companies go bankrupt so that part is mitigated. It will recover eventually, but can take years to decades. For some institutions, Bitcoin already is more valuable than the S&P500. BlackRock's IBIT is generating more revenue than their S&P ETF and has shown a much steeper growth in clients for the first year. And S&P500 doesn't recover first. Statistically, Bitcoin has shorter drawdown periods and recovers faster.

PrettyQuick

Keep half in BTC/ETH and maybe SOL. Put the rest in a all world ETF. Don't go gambling this money away now.

kgcryptoman

Put it in a strong ETF and pull 20-30% consistent interest.

SecureWriting8589

Today's alts are 2022's NFTs. I would diversify: stocks funds, individual stocks, GLD fund, BTC and ETF at ratios that make you comfortable.

United-Shock-4262

that gold bitcoin next to the ETF blocks is a little on the nose but i'll allow it

Dangerous_Relief8971

SBI has quietly been the most crypto-committed traditional financial group in Asia — building actual rails since 2017 while most peers were doing press releases. Japan-led on-chain finance on Solana speed is the unsexy institutional plumbing that ends up mattering more than any ETF headline.

dapzar

Currencies are not for saving, they are for transactions. Neither Bitcoin nor Gold are a currency. Modern currencies are optimized for their role in transactions and slightly inflationary, so for long-term savings they are not well suitable. To save for short-term commitments, you make a tradeoff between safety against short-term volatility and small losses to short-term inflation. If you decide to save in a currency after considering this tradeoff, you save in the currency that you have to pay your short-term commitments in, i.e. USD if you live in the US, EUR if you live in the eurozone and so on. You put it on a save, deposit-insured account that pays the market rate interest. For long-term savings, you do not save in currencies but instead in assets that appreciate in real (inflation-adjusted) value. The best asset class (highest expected returns vs. risk) are equities. The mean/variance optimal way to invest in equities based on standard assumptions is a low-cost global total market index ETF. Gold and Bitcoin are speculative assets. An argument can be made for a small allocation for diversification purposes, based on their correlation to your main savings, but it’s probably a drag on long-term expected returns and probably not worth the trouble for most people. The safest, cheap way to invest in those (without having to become a cyber security hobbyist, buying an expensive safe, increasing the home insurance amount unnecessarily etc.) are low-cost ETPs with well-established providers.

No_Investigator3369

same. I have +20 year till I can touch ETF money. some of my poor buys will be 5 cycles down the road and won't even remember what the cycle top/bottom was 2 prior cycles back.

AidenTai

This month? I think 60 or just below is plausible, but more than likely the 61.5k support will probably hold for a week or two, depending on what happens with equities (assuming earnings don't seem too bad). But let's say equities are neutral and we rise up until 67 or 68 or so between this week and next. Okay, well, if that isn't accompanied by a lot of spot buying (ETF inflows, etc.) then that will leave the door wide open for lower lows. Personally, I think if 61.5k gets broken, 60 won't hold either and we'd instead get lower lows. Based on price action so far, I think that would bottom out at 45 k if something really bad happened with equities in September (perhaps accompanied by large rate hikes, etc.) Whereas I think something around 53–57 is much more likely as a bottom for the year. Seems to me though, that given what's happening with equities, increased volatility, and the leverage in Bitcoin now, whatever happens in July you shouldn't trust it. Equities and earnings reports are going to drive movement for the next month. Bitcoin is also subject to whatever Warsh does with rates which are expected to rise in September. So even if things look pretty rosy today with current price action, remember where we were two weeks ago and the sentiment that surrounded it. That was actually a dive that was largely driven by outflows, and unfortunately, at least with respect to ETFs that problem is still looming over us.

AidenTai

But based on liquidations, so not exactly confidence‐inducing. It's July, everyone was expecting a green July and just needed an excuse to find the inertia to chase after liquidity pools. If we don't print a green week with respect to ETF inflows (as a reflection of spot buying), I'm going to go ahead and say these price levels don't last a month.

Any_Carob3372

That ETF MSMR has nothing to do with BTC. Have some respect for accuracy.

tedusam

Wall Street just wants to make money with BTC via ETF funds. It doesn't matter if the price goes up or down they get their juicy fees. I don't believe they're accumulating BTC for themselves, with the exception of a few BTC treasure companies.

The_Bitcoin_Act

What I'd actually watch is the trend line on the ETF slice, not the individual slice. 7.2% in funds/ETFs when spot ETFs have only existed since Jan 2024 is a genuinely fast absorption rate.

Financial_Design_801

They recommend 1% allocations which is $80 billion of the $8 trillion they manage in advisory, they rather keep that than give to IBIT so they made their own ETF Might become their biggest fund at $80 billion but it’s a slow accumulation not smash buy

Good_Extension_9642

BTC ETF are best, don't believe me? Ask everyone who got their BTC stolen from their cold wallet in the last week

SlooperDoop

I'm 58. 3 or 4 times in my live I've started over with nothing. Divorce, just wanted a fresh start, Laid off and ate Ramen for a couple years getting a degree, etcetera. Financial you have zero impact... (assuming you were HODL'ing and not daily spending). You just keep doing as you've been doing...all your daily expenses have been covered and still are. Mentally...it will help if you do a lot of research into crypto security. You will be comfortable investing again when you trust your of tech level enough. OR just invest in more secure methods (ie ETF).

ColdWalletClutch

It's probably ETF related but client demand is still demand

HaiKarate

What you should do is immediately sell all crypto you’re holding and invest in a reliable ETF like VOO or VTI.

manjjinbuu

They are buying because the ETF is buying! Don’t be a dreamer….

cyger

Everything I have read indicates the chance of hitting 40k or lower is less than 20%. ETF investors likely have stronger hands then retail of the past. Also we didn't have a blow off top, so the bear may not be as deep.

Good_Extension_9642

Sorry to hear you lost all you precious BTC OP, this is one of the reasons I buy BTC ETF instead

Good_Extension_9642

Hey OP, I get what you're saying but I have read too many scary stories about people getting scammed and losing all their BTC, or losing it in another way like forgetting your seed phrase, sending it to the wrong address, losing your 24 would etc, so as soon as the ETF were available, I only by IBIT instead

tbw875

you're worried about a $1000 drop? This is not the right investment for you. Cut your losses and buy an ETF.

FitCompetition1804

If you just think of BTC as an “investment”, then the ETF route has its place. Bitcoin is so much more though depending on your mindset, your trust, and your desire to be truly self sovereign in a SHTF situation. It may seem intimidating, but I highly suggest you research and educate yourself on how to self custody BTC. Are there risks associated, yes. But almost all of those risks are basically user error that can be avoided by taking the time to understand what you are doing and what to avoid. I’m about the same age as you, and while I dabbled with bitcoin in the past, this was the year I actually educated myself as I was waiting for a bear market to finally start accumulating with some seriousness. I have no intention of selling for at least the next 15 years… if ever. This second half of the year will be a great opportunity to start your journey and accumulate with conviction. Bitcoin is no longer a get rich quick scheme, so as long as you understand that and have reasonable expectations, it’s an asset unlike many with its own unique benefits. With that said, I would still diversify with traditional investments as well… but for now in this current market, accumulate that BTC.

Lefties_TheWorst7331

One ETF would be hard to satisfy a market of millions or billions who want a slice. That's a terrible analogy or comparison to BTC.. let's be real.

KryptoChic

For retirement, buy and ETF on the SP500 or Gold. Gold has actually outperformed the SP500 since 1970, when the USA left the gold standard. Its fine to keep some crypto to speculate but not in your retirement funds.

Itchy-Box-7378

Yes i see it over and over again (not just crypto) it’s a combination of buying at too high prices then not averaging down and then not be able to sit on your hands for 12 months. If you in something volatile that drops 60-70% 12 month can feel like forever specially if you check markets everyday and see everything else just 1-2x within weeks/months, i would say it‘s probably the toughest skill/mindset to fix when you go the individual investment route, never underestimate the psychological part of investing the average human being still thinks ETF‘s are „risky“ that should tell you why it feels „easy“ once you not attache your emotions to trades.

Worldly-Ad-1274

Thanks for the feedback! I totally see the value in income funds like JEPQ for steady 'walking around money'. The main reason I'm focusing on MSTR instead of a covered call ETF is the upside capture. Covered call strategies generally cap your upside in exchange for immediate yield. Because I strongly believe Bitcoin is going to experience a massive, explosive move to $200k+, I want a vehicle that captures that specific hyper-growth and amplifies it via corporate leverage. JEPQ is great for regular income, but I'm looking for a cyclical 'growth engine' to fund big trips during the peak of the bull market rather than monthly steady cash flow!

Trevdo

I know you asked the best way to buy and hold it, but just wanted to make you aware of another option is that you can hold a bitcoin ETF inside your tax-free savings account. This allows all your gains to be tax-free..

bittenbycoin

Well the bear market that followed Mt. Gox lasted around 2.5 years (30 months) before things started to turn around in mid-2016, while the post FTX / contagion bear only lasted around 6 months before bull started. Those bear markets triggers were explainable, this bear not so much other than the ETF flock decided risk on season was over, last fool holding bitcoin until next risk on season started is the biggest fool in the room. So no one knows if you'll have to wait 6 months, or 2.5 years, or longer to bust back out to green again.