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ETF Inflows, RIA Portfolios & Regulatory Unlocks | Jul 15-16
Audio is available on Spreaker — see link below.
Spot Bitcoin ETFs absorbed $181M in a single day as wholesale inflation cooled and major RIAs began folding Bitcoin into model portfolios — but is the structural demand real? Circle's OCC charter, the CLARITY Act hearing, Hyperliquid's USDC concentration risk, and miner accumulation signals round out today's briefing.
Audio is available on Spreaker — see link below.
Spot Bitcoin ETFs pulled in one hundred and eighty-one million dollars in a single day, and Bitcoin climbed three percent to sixty-four thousand six hundred and eighty-seven dollars. The question worth asking right now isn't whether that move happened.
The institutional picture is getting more specific, and that specificity matters. CAPTRUST, managing over one trillion dollars.
Two regulatory developments landed that deserve to sit next to each other. Circle received final OCC approval for a national trust bank charter.
JPMorgan flagged something worth tracking on the stablecoin side. Hyperliquid holds approximately six billion dollars in USDC, which represents around eight percent of total supply.
Bitcoin miners are accumulating despite real revenue pressure. Reserves grew one percent to just under one point two million Bitcoin.
On the altcoin side, ZKP dropped nearly six percent ahead of a July nineteenth token unlock representing just zero point seven percent of supply. Volume surged fifty-five percent.
The near-term test is straightforward. Watch whether RIA model portfolio flows persist beyond this week's macro catalyst, or whether they stall once the PPI headline fades.
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