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Marcus Corvinus1
$BTC ETFs pulled in $1.07B Mon–Wed, then bled $773.5M Thu–Fri. Net +$301M on the week, but that Thursday $636M exit is the real signal: demand is there, conviction isn't. $ETH is weaker, with $955M+ out in October, its heaviest month this year. Bias: NEUTRAL into the Fed decision. Takeaway: wait for two straight green flow days before adding, and keep $SOL and $XRP size light until $BTC flows stabilize. Is Thursday's exit a one-off or the start of distribution?
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