Post #2913

Bitcoin ETFs have recorded $869.9M in outflows, the second-largest on record. The biggest single-day outflow was on February 25, 2025. The market's biggest uncertainty right now is lack of information For the past two weeks, major U.S. economic data releases have been delayed, creating a highly unusual information vacuum. And interestingly, this isn’t the first time something like this has happened under a Trump administration. Both of the two largest government shutdowns in U.S. history happened during Trump’s terms. Is it just a coincidence… or does the chaos of a shutdown conveniently create conditions to manipulate market? The 42-day shutdown in Oct 2025 looks very similar to the 35-day shutdown in 2018. Back in 2018, data delays triggered major uncertainty and heavy outflows from equity ETFs. During the 2018 shutdown peak (Dec 2018–Jan 2019): U.S. equity mutual funds & ETFs saw -$35.1B net outflows in Jan 2019. December 2018 alone recorded -$24.7B, nearly 11× larger than this months -2.4B Bitcoin ETF outflows (ofcourse because equities are much larger market). In 2018, crypto wasn’t a regulated asset class yet, so the shutdown impact on crypto was limited. But once data clarity returned, markets adjusted and we eventually saw a strong recovery. Now, with CPI and employment numbers still pending, the next data releases will likely decide the market’s next major move.