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RECAP: WHAT HAPPENED LAST WEEK
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RECAP: WHAT HAPPENED LAST WEEK

Exploring Crypto Analytics & News You Missed

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InvestAnswers
Feb 01, 2024
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NUGGETS OF ALPHA

  • Day 11 experienced $16M+ of inflows into the ETFs despite $254M of drainage

  • $5.8B has been pumped into the new BTC ETFs, and over 144,563 Bitcoin

  • Solana's daily active addresses surpassed Bitcoin by over 1.1 million yesterday

  • SEC delayed the BlackRock ETH ETF decision - yet some believe May 2024 is launch date

  • U.S. government plans to sell $118M Bitcoin


  • ETH is down 10%

  • Solana was flat


  • Bitcoin +0.56%

  • Ethereum -8.72%

  • Overall, it was a mixed week for altcoins


2024 has been a very interesting year due to the BTC ETF. We will cover the latest ETF developments and how they impact Bitcoin.


  • ARK is trending up because Cathy Wood is allocating a lot of their funds into their own Spot Bitcoin ETF (~$60M).

  • The key trend we are following is the drainage from GBTC, which is reversing course.

  • Day 11 experienced $16M+ of inflows into the ETFs despite $254M of drainage from Grayscale.


Over 20% of the Grayscale holdings are gone in 11 days. Overall, 18,570 BTC of net gain into funds. Not only did the new ETFs absorb the 126K dumped by GBTC, but they

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