# Сопутствующие статьи по теме ETF

South Korea Plans to Lift Ban on Listed Companies Investing in Cryptocurrency, Thousands of 'Whales' May Once Again Drive the 'Kimchi Premium'?

South Korea's Financial Services Commission (FSC) is planning to lift the ban on cryptocurrency investments for listed companies and professional investors, a policy that has been in place since 2017. The draft guidelines propose allowing eligible entities to invest up to 5% of their net assets annually, focusing on top-20 cryptocurrencies by market cap, such as Bitcoin and Ethereum. The move aims to address the market imbalance where retail investors dominate, potentially attracting significant institutional capital and boosting liquidity. However, challenges remain, including limited investment quotas and competition from traditional equities and emerging ETFs. The final guidelines are expected in early 2026, marking a significant shift in South Korea’s digital asset strategy.

marsbit01/14 09:02

Wintermute Unveils the Flow of Off-Exchange Funds in a 28-Page Report

Wintermute's 2025 report on the crypto OTC market reveals a fundamental shift in liquidity dynamics. Market activity has become more concentrated, with capital flowing predominantly into a few large-cap tokens like BTC and ETH, driven by ETFs and Digital Asset Treasury (DAT) products. This has led to shorter, more selective altcoin rallies, with the average duration of narrative-driven surges dropping sharply from 61 days in 2024 to just 19 days in 2025. Memecoins failed to recover after Q1, and trading activity narrowed significantly. Institutional participation deepened, with OTC derivatives—especially options—showing strong growth as traders adopted more sophisticated, yield-generating strategies. However, retail attention diverted to AI and equity themes, reducing crypto's appeal as a primary risk asset. Liquidity is now channeled through structured vehicles like ETFs and DATs, which concentrate capital in top assets and limit spillover to the broader market. For a sustained 2026 recovery, Wintermute identifies three key catalysts: expansion of ETF/DAT coverage to more altcoins, a strong bullish breakout in major tokens to trigger wealth effects, or a significant return of retail interest to crypto. The market has moved away from predictable cycles toward a more fragmented, execution-driven environment.

marsbit01/14 07:34

Trading Moment: Gold, Silver, and A-Shares Dance Together, BTC Attacks 98,000 with 94,500 as Base

Financial markets are experiencing significant movements. Despite US core inflation cooling to a four-year low of 2.6%, expectations for a June Fed rate cut remain unchanged. This uncertainty has strengthened the role of precious metals as hedges, with gold hitting a record high above $4,639 and silver surpassing $91 for the first time, its market cap exceeding $5 trillion. Bitcoin broke through key resistance levels, reaching around $96,500 after the CPI data. Analysts are bullish, with targets up to $112,000, though some caution remains near the $98,000 level. Ethereum is attempting to hold above $3,300, with a breakout potentially leading to $4,000. Altcoins like Solana, meme coins (PEPE, WIF, BONK), and privacy coins (XMR, DASH) saw strong gains. However, newly listed tokens on Binance Alpha showed mixed performance. ETF flows were positive, with Bitcoin ETFs seeing $754 million and Ethereum ETFs $130 million in net inflows. Key events to watch include the Fed's "Beige Book" release and various crypto network upgrades.

marsbit01/14 07:19

Wintermute's 28-Page Report Unveils the Flow of Off-Exchange Funds

Wintermute's 28-page report on the 2025 crypto OTC market reveals a fundamental shift in liquidity dynamics. Capital is no longer broadly distributed but has become highly concentrated, leading to shorter, more execution-driven rallies and uneven performance across tokens. Key findings include: - Trading activity is concentrated in a few large-cap tokens like BTC and ETH, driven by the expansion of ETFs and Digital Asset Treasury (DAT) products. - Narrative-driven altcoin rallies faded twice as fast as in previous years, with an average duration of just 19 days in 2025. - Professional trading counterparties increased their influence, utilizing more cautious execution strategies, leveraged OTC products, and sophisticated options. - Capital inflow channels (ETFs, DATs, stablecoins) now significantly influence where liquidity accumulates, with most new capital directed toward blue-chip assets. The report notes that crypto has lost its status as the preferred risk asset for retail investors, who shifted focus to equity themes like AI. For a broader market recovery in 2026, Wintermute identifies three necessary conditions: further expansion of ETF/DAT investment mandates, a strong leading rally from major tokens to create a wealth effect, or a significant return of retail attention to crypto.

Odaily星球日报01/14 07:17

How ‘great divergence’ could flip XRP’s 11% drop into fresh upside

Ripple's XRP experienced an 11% weekly decline, making it the worst performer among top cryptocurrencies after a strong rally in early January. However, technical analysis suggests this drop may be a post-rally shakeout rather than a deeper correction. Notably, whale activity shows conviction, with 219 million XRP moved between wallets in a risk-management move rather than panic selling. This, combined with $22 million moved off exchanges and recent ETF inflows, creates a potential "supply shock" scenario. Traders identify a key support level around $2.10, suggesting the price drop could be a bear trap setting the stage for a new upward move.

ambcrypto01/14 02:03

$6B exits Bitcoin ETFs, yet BTC holds KEY price range – Here’s how

Between October 2025 and January 2026, Bitcoin ETF outflows surged from $3 billion to nearly $6 billion, driven by profit-taking and panic selling after BTC fell below the ETF realized price near $86,000. Despite significant outflows, Bitcoin's price showed resilience, stabilizing between $85,000 and $90,000, indicating strong spot demand absorbed much of the selling pressure. Short-term holders faced losses with BTC price around $91.5k below their cost basis of $98k, leading to net selling. However, long-term holders remained stable. For a recovery, bulls must reclaim the $95,300 resistance level; failure could trigger a deeper correction toward $85,000.

ambcrypto01/13 18:02

2026 Must-Read: Who Pays for the Bull Market

"Who Pays for the Bull Market in 2026?" by Dovey Wan of Primitive Ventures analyzes the structural shifts in Bitcoin's market dynamics post-ETF approval and institutional adoption. Despite regulatory tailwinds and mainstream integration, BTC underperformed traditional assets like gold and equities in 2025, with suppressed volatility due to Wall Street arbitrage and derivatives trading. Key insights include: - **Onshore vs. Offshore Divergence**: U.S. investors (via Coinbase) drove buying at highs, while offshore exchanges (e.g., Binance) saw selling pressure. - **Institutional Role**: Corporate buyers (e.g., MSTR) used NAV premium arbitrage to accumulate BTC, but ETFs are largely held by non-institutional investors, with hedge funds reducing exposure. - **Retail Absence**: Retail participation declined as wealth shifted to AI stocks and traditional markets, with crypto CEX traffic falling. - **Native Sellers Emerge**: Early BTC holders and miners sold significantly, with miners diverting resources to AI infrastructure. Bitcoin’s financialization ("paper BTC") introduces systemic fragility, tying its future to macro liquidity and DAT/ETF premiums. The 2026 outlook hinges on macro conditions and institutional proxy valuations, with potential risks from leverage unwinds. The article calls for genuine on-chain adoption to transform passive holdings into active utility, envisioning crypto as a global, supranational financial rail.

比推01/13 17:21

Another Dogecoin ETF Just Dropped: When Will It Begin Trading?

bitcoinist01/13 15:02

Bitwise announces LINK ETF plans: Will this boost Chainlink to $15?

Bitwise has announced plans for a Chainlink ETF (CLINK), signaling growing institutional interest in LINK, following Grayscale's earlier GLINK product. LINK recently pulled back to $13, filling a market imbalance, but has since, with buyers returning and price momentum building. Grayscale’s LINK ETF saw $63 million in inflows in 24 hours, and Open Interest rose significantly, indicating institutional rather than retail activity. A $1.2 million liquidity cluster near $15 remains a key target. For LINK to maintain bullish momentum, it must hold above $13. Continued ETF inflows and derivatives interest could support further gains.

ambcrypto01/13 13:34

Bitwise Files for 11 Altcoin ETFs as Crypto ETF Momentum Grows

Bitwise Asset Management has filed with the U.S. SEC for approval of 11 new altcoin ETFs, marking a significant milestone in the crypto ETF space. The proposed funds would include exposure to tokens such as Uniswap (UNI), Aave (AAVE), Tron (TRX), Sui (SUI), Zcash (ZEC), and NEAR. The structure allocates 60% of assets to direct cryptocurrency holdings and 40% to ETFs or derivatives tracking similar assets, aiming to comply with regulations while ensuring liquidity and cost efficiency. This filing coincides with a period of mixed market performance: Bitcoin remains above $91k and Ethereum above $3,100 despite a recent 0.74% market dip. Bitcoin and Ethereum spot ETFs also saw positive net inflows after days of outflows.

TheNewsCrypto01/13 12:45