eth etf flow: $-81.9M on june 25. that's six straight days of outflows, five day total $-273.3M. daily value traded was $0.6B against total aum of $8.3B.
cumulative net inflow since launch still sits at $10.9B, so the structure hasn't flipped. but the bleed is consistent now. for the trend to reverse, we'd need a catalyst that makes spot eth look cheap relative to the tradfi alternatives these institutions can access. a sharp drop in real yields, a credible l2 narrative shift, or a sudden spike in onchain activity that pulls eth out of exchanges and tightens supply. without that, the slow rotation out continues.
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Originally published on FalsifyLab Substack.