[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Yulia [@YuliaBullion](/creator/twitter/YuliaBullion) on x XXX followers Created: 2025-07-16 07:27:26 UTC Spot ETF synergy Liquidity supplement: IBIT ETF recently had a net inflow of US$125 million per day, and it is necessary to increase spot balance exposure to prevent premium arbitrage shocks. Hedging Grayscale selling pressure: Grayscale GBTC's annualized outflow rate is 18%, and BlackRock took the opportunity to buy at a low price. Macro risk aversion layout The escalation of the Middle East conflict (Israel-Lebanon ground war) has caused short-term fluctuations. QCP Capital pointed out that "if BTC falls to 55,000, it will trigger institutional bottom-fishing" The Fed's interest rate cut expectations support risky assets, and BlackRock bets on the "golden window period" before the policy shift. RWA (real world asset) channel test Echoing the trend of Dubai real estate tokenization (such as Ripple cooperation projects), it paves the way for Bitcoin to anchor physical assets. XXX engagements  **Related Topics** [middle east](/topic/middle-east) [macro](/topic/macro) [hedging](/topic/hedging) [fund manager](/topic/fund-manager) [blackrock](/topic/blackrock) [stocks financial services](/topic/stocks-financial-services) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/YuliaBullion/status/1945384767903686940)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Yulia @YuliaBullion on x XXX followers
Created: 2025-07-16 07:27:26 UTC
Spot ETF synergy
Liquidity supplement: IBIT ETF recently had a net inflow of US$125 million per day, and it is necessary to increase spot balance exposure to prevent premium arbitrage shocks.
Hedging Grayscale selling pressure: Grayscale GBTC's annualized outflow rate is 18%, and BlackRock took the opportunity to buy at a low price.
Macro risk aversion layout
The escalation of the Middle East conflict (Israel-Lebanon ground war) has caused short-term fluctuations. QCP Capital pointed out that "if BTC falls to 55,000, it will trigger institutional bottom-fishing"
The Fed's interest rate cut expectations support risky assets, and BlackRock bets on the "golden window period" before the policy shift.
RWA (real world asset) channel test
Echoing the trend of Dubai real estate tokenization (such as Ripple cooperation projects), it paves the way for Bitcoin to anchor physical assets.
XXX engagements
Related Topics middle east macro hedging fund manager blackrock stocks financial services stocks bitcoin treasuries
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