Publier

US spot ETF flows for July 20-24 are out. Total: +$148.76M inflow. But the real story is the rotation. 🚨 BlackRock: Dumped 1,427 $BTC. Stacked 51,569 $ETH. Fidelity: Did the opposite — +536 $BTC, -3,691 $ETH. BlackRock’s size wins. This looks like a deliberate shift from BTC to ETH liquidity. By asset: $BTC: +$33.79M | 570 BTC. That’s barely 1.3 days of mined supply. $ETH: +$103.90M | 53,633 ETH. Institutions are front-running ETH. $XRP +$8.15M | $SOL +$7.20M | $LINK +$2.98M. Capital is also spreading to top L1s and oracles. 🐋 Left behind: $HYPE: -$8.61M outflow. $BNB, $AVAX, $DOT: $0 flow. Crickets. This isn’t all boats rising. It’s selective. ETFs are picking ETH and a few alts, ignoring legacy L1s. Net buyers of the future. And right now, that future is priced in ETH. 💸 #DailyOrbit @OKX Orbit #EarningsRealityCheck #CLARITYActStalled