Price Discovery

Reconciling the Bitcoin ETF Paradox: $53B Cumulative Inflows vs Recent Outflows – cover image
Reconciling the Bitcoin ETF Paradox: $53B Cumulative Inflows vs Recent Outflows

U.S. spot Bitcoin ETFs show roughly $53B in cumulative net inflows even as funds experienced meaningful short‑term outflows. This article explains the chronology, ETF mechanics, and practical sizing rules for portfolio managers and swing traders navigating ETF‑driven liquidity events.

Two Years of Spot Bitcoin ETFs: How ETF Flows Rewired Price Discovery and Institutional Demand – cover image
Two Years of Spot Bitcoin ETFs: How ETF Flows Rewired Price Discovery and Institutional Demand

A data-driven assessment of how two years of spot Bitcoin ETFs changed market structure, liquidity and institutional allocation decisions. We parse adoption versus gold, recent outflows in early 2026, on-chain effects, and scenarios portfolio managers should model.

What $5B–$10B in XRP ETF Assets Would Do to Liquidity, Price Discovery and Adoption – cover image
What $5B–$10B in XRP ETF Assets Would Do to Liquidity, Price Discovery and Adoption

A deep dive into the recent streak of spot‑XRP ETF inflows, how Cboe approval of 21Shares XR ticker channels demand, and scenario analysis for $5B–$10B in ETF assets on liquidity, price discovery and on‑chain activity.

XRP's Institutionalization: ETFs, Bitwise 10 Inclusion, and the Paradox of Shrinking Exchange Reserves – cover image
XRP's Institutionalization: ETFs, Bitwise 10 Inclusion, and the Paradox of Shrinking Exchange Reserves

A deep-dive into how 506 million XRP absorbed by ETFs, Bitwise’s Bitwise 10 listing, and a >$1B slide in exchange reserves are reshaping supply dynamics and the path to price discovery. Practical scenarios for $2–$10 outcomes into 2026 for asset managers and retail investors.

Published at 2025-12-10 14:53:14