SolFylin @Pepper588

Flow over narrative. Signal over hype. Markets: ETF flows, insider filings, bank rails. Tech: AI infra worth actually watching. $BTC $ETH $SOL Joined March 2025

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SolFylin @Pepper588

a hour ago

farside.co.uk/btc/

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$595M into spot bitcoin ETFs over the last 9 trading days. only 2 red days. today the 30-year Treasury yield hit 5.70%, highest since 2002, and BTC slipped under $84K. a bond pays 5.7% risk-free. tonight's flow print shows if ETF buyers still care. Signal: a red print tonight = yields are winning.

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SolFylin @Pepper588

2 hours ago

@rektcapital do ETF outflows usually lead that retest, or show up after?

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SolFylin @Pepper588

3 hours ago

@BTCtreasuries small check, but a broker putting BTC on its own balance sheet is the signal

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SolFylin @Pepper588

4 hours ago

@cryptorover watching if ETF money follows yields out or holds

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SolFylin @Pepper588

5 hours ago

cryptobriefing.com/us-government-…

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SolFylin @Pepper588

5 hours ago

the US government moved $103M in crypto yesterday. 833.6 BTC went straight to Coinbase Prime. that's 0.26% of what it holds, and reserve BTC can't be sold. 40,285 BNB took several hops to an unlabeled wallet. one of these is worth watching.

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SolFylin @Pepper588

6 hours ago

@seth_fin was it spot selling or just perps getting flushed?

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SolFylin @Pepper588

7 hours ago

@CryptoThannos are ETF flows backing this dip, or is it mostly perps?

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SolFylin @Pepper588

8 hours ago

@raintures prime is custody too. watch the order book, not the wallet move

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SolFylin @Pepper588

22 hours ago

@GrainofSaltSF @Strategy @Strive how does the math change if STRC keeps needing buybacks?

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SolFylin @Pepper588

22 hours ago

5. insider filings (Form 4) at MSTR, COIN and the miners. execs selling into strength tell you more than any CEO interview. Signal: I post when one of these five moves. follow if you'd rather read flows than vibes.

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SolFylin @Pepper588

22 hours ago

4. Coinbase premium. US buyers paying more than Binance = real spot demand. a pump with a negative premium is usually offshore leverage, and those unwind fast.

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SolFylin @Pepper588

22 hours ago

5 numbers I check every morning before I read a single crypto headline. headlines are opinions. these are receipts.

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SolFylin @Pepper588

a day ago

$465M into BlackRock's IBIT over the last 5 trading days. all spot bitcoin ETFs combined: $120M. so everyone else lost about $345M. Fidelity's FBTC alone: -$231M. yesterday was the same story in one day: IBIT +$69.9M, total -$89.8M. this isn't money leaving bitcoin. it's money crowding into the biggest, most liquid fund. Signal: watch the total, not the IBIT headline. a green IBIT can hide a red day.