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Bitcoin at $80K: ETF Supply Squeeze vs. Derivatives Risk
Audio is available on Spreaker — see link below.
Bitcoin crossed $80K, but the rally was built on leveraged futures — not spot demand. This episode breaks down the ETF supply squeeze, IBIT concentration risk, and what the funding rates are really telling you.
Audio is available on Spreaker — see link below.
Bitcoin crossed eighty thousand dollars this week. The question isn't whether that matters.
Now layer in the ETF picture, and you get a genuinely complicated setup. US spot bitcoin ETFs crossed one hundred billion dollars in assets under management.
BlackRock's IBIT now holds eight hundred nine thousand, eight hundred and seventy bitcoin. That's sixty-two percent of all bitcoin ETF assets, and roughly seven percent of the entire bitcoin supply held in a single product.
Ethereum ETFs tell a different part of this story. After three straight weeks of inflows, ETH ETFs posted eighty-two million dollars in outflows.
Back to the eighty thousand dollar level. Technically, it aligns with the twenty-one week exponential moving average.
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