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Bitcoin traders are treating fund flows like macro bets, and one Fed data change is the hidden risk
Key takeaways
- Bitcoin’s institutional demand can be monitored in issuer AUM snapshots such as BlackRock’s IBIT, which listed net assets of$69,427,196,929 as of Jan. 28, 2026 on its product pages.
- Weekly crypto fund flows have begun to trade like macro positioning, with CoinShares documenting a shift from $454 million weekly outflows (Jan. 12) to $2.17 billion weekly inflows (Jan. 19), plus a $378 million…