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bob / Bobee
npub1mlr…zqgn
2024-04-06 19:02:23

bob on Nostr: Week 13 Net inflows: 484.5M Total net inflows: 12.6B New ATH in total net inflows but ...

Week 13

Net inflows: 484.5M

Total net inflows: 12.6B

New ATH in total net inflows but volume has dropped significantly. 2.8B/day this week vs 4.3B/day last week. One of the bankrupt entities seems to have finished liquidating their GBTC shares which was reflected in the outflows this week of 147M/day vs 241M/day last week.


Other news:


Burkett Financial Services (396M AUM) made a 13F filing disclosing that they had 602 shares of Blackrock's btc ETF for a total of 22000$. I tried to do the math of how much of Blackrock's total flow the $22k makes up and got 1.4896066084e-4. I don't even know what that means but they are absolute legends. First one to put their nuts on the table. Making up 0.005% of their AUM, I'm assuming that it was just one of their clients that asked to get an allocation to the ETF. Hope to see the ETFs in more filings in the coming weeks.


Goldman Sachs, UBS, Citigroup and Citadel and a couple others showed up as Authorized Participants in a filing by Blackrock for their ETF. Authorized Participants play the role of acquiring the underlying asset for ETF issuers in the creation/redemption process. They implement strategies and do some financial hocus pocus for a fee in order to acquire/sell btc as close as possible to the market price w the inflows/outflows of dollars from ETF issuers. With the large inflows and volume of the ETFs the largest players in this space are starting to see opportunities for revenue.


A German Asset management fund DWS (976B AUM) launches what I believe to be the first btc ETF equivalent. They brought in ~1M this week. Interested to keep track of this as Germany is the largest country by GDP in the EU but at the same time the EU has been pretty unfavorable towards digital assets compared to Canada and the US.


South Korea is having an election on April 10th and it seems both of the leading parties are dangling btc ETFs in some form to win more votes. ~10% of the population are involved in crypto and ~80% of them are between the ages of 20-39. Who knows if they will keep their promise but it’s good to see that both sides of the aisles acknowledge that, at the very least, having an anti-btc stance will hurt more than help.


Bought the dip on Tuesday. Estimated halving date is currently 4/20. Blaze it up.

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