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ETF Inflows End Outflow Streak, Russia's CBDC Deadline & UK vs EU Divide
Audio is available on Spreaker — see link below.
US spot Bitcoin ETFs snapped a ten-day, $2.7B outflow streak with $221M in net inflows — but on-chain data signals caution. Today's briefing also covers Russia's mandatory digital ruble rollout, UK FCA vs MiCA regulatory divergence, and Binance's altcoin delisting watch list.
Audio is available on Spreaker — see link below.
US spot Bitcoin ETFs just ended a ten-day outflow streak that pulled two point seven billion dollars from the market, logging two hundred and twenty-one point seven million dollars in net inflows on July second. That's the single clearest development in the past twenty-four hours, and it's the one worth building everything else around.
Bitcoin itself recovered to the sixty-two thousand four hundred range after dipping below fifty-nine thousand during June. That recovery coincides with something worth watching closely on-chain.
Away from price action, Russia confirmed September first as the mandatory rollout date for the digital ruble. Systemically important banks and major retailers will be required to support digital ruble transactions from that date.
The regulatory divergence between the UK and EU is now sharper than it's been. The FCA finalized its crypto framework, explicitly allowing overseas exchanges to serve UK customers through authorized branches.
One more development that moved markets directly. Binance placed four tokens on its monitoring list for potential delisting: AEUR, PYR, SCRT, and VANRY.
The next few days come down to a narrow set of signals. Watch whether ETF inflows sustain across the rest of the week or fade after this single session.
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