April saw nearly $2 billion in inflows. May and June saw billions leave. July brought only $205 million."
That's a dramatic shift, and it shows how quickly sentiment can change.
The ETF narrative was supposed to be a "permanently open door" for institutional capital. But when macro fears hit like the Fed potentially resuming rate hikes even big money pauses.
The $205 million figure isn't nothing but compared to last July's $6 billion, it's a whisper.
What I find interesting is that the pause might not mean institutions are rejecting Bitcoin โ they might just be waiting. Clarity on rates, the Clarity Act, and macro direction could change the picture quickly.
What do you think is this a temporary pause, or a sign of deeper hesitation?
Just followed you would love to connect and learn more from your posts. ๐
1 comments
Thank you for your comment. I see institutions waiting for regulatory clarity (clarity act) as well as for possitive sentiment. This can indeed change quickly, but the bottom may not be in yet.
i will give you a follow too - nice to meet you @ogaaloysius