TDOT is the only US spot Polkadot ETF: 0.30% fee, 80% of DOT staked with 73.5% of rewards paid out in cash, $9.5m in assets, and a share count that moved on six days in six months.
Counted session by session: $56.94bn of net flow across 676 trading days, IBIT above the entire category in all three years, and a 2026 that has gone almost exactly nowhere.
We ran the Fed and CPI calendars against 676 sessions of our own Bitcoin ETF flow data. The FOMC effect is zero, the CPI effect is weak, and the dollar explains nothing.
IBIT's daily return correlates +0.43 with the S&P 500 over 567 sessions. The 30-day version of that number has run from -0.09 to +0.79, which is why almost every published figure is unreliable.
Every name that disclosed a Bitcoin ETF position for the March 2026 quarter, pulled from the SEC. Millennium leads at $1.0bn, Mubadala holds $566m, and Wisconsin holds nothing.
We pulled every Form 13F for the March 2026 quarter from the SEC. 2,023 managers reported Bitcoin ETF shares worth $19.6bn — and $14.7bn more that is options, not shares.
April 2024 was the first halving with spot ETFs running. ETF demand ran about 4.6x new issuance — and the cycle still returned 92%, against 688% last time.
Spot XRP ETFs arrived in November 2025, not 2027. Five funds, $1.59bn of net inflow, no staking, no US options — and a Ripple case that ended a year later than most write-ups say.
Spot Solana ETFs did not wait for 2027. Nine listed between October 2025 and July 2026, every one of them stakes, and our tracker has recorded $1.77bn of net inflow since.
THYP opened the US market for Hyperliquid on 12 May 2026 with $1.2m of first-day inflows, raised $56m in three weeks, then went quiet. It stakes 30–70% through Figment and is the only HYPE fund with listed options.
Five US Ethereum ETFs stake, one is barred from staking by its own 10-K, and the network pays about 1.45%. After the sponsor takes its cut, the best of them nets under 1% a year.
In their first 51 trading days the HYPE funds drew $287.8m — a fraction of what Bitcoin, Solana or XRP managed. But they posted more inflow days than any of them, and the price rose 66% while the flows went negative.
BHYP charges the highest fee of the three HYPE funds at 0.34% and has the most convincing demand: $147.6m of gross inflows across 27 separate days, against $35.9m of redemptions in a rough July.
HYPG charges 0.29%, stakes 94% of its assets and pays staking rewards monthly. It also raised 88% of its $128.1m on a single day in June, which makes its size the least informative number about it.
US spot Bitcoin ETFs held $71.42bn at the June 2026 quarter end. Of the category’s growth since launch, $56.9bn is money investors handed over and only $27.5bn is price.
CEFI turns daily crypto ETF flow into a 0–100 sentiment reading with 50 as neutral. What the number measures, how often it hits the extremes, and where it misleads you.
Volume counts shares changing hands. Net flow counts bitcoin entering or leaving the trust. On 22 September 2026 the twelve US spot funds traded $2.39bn and created $714.7m of shares. Here is the arithmetic behind the gap.
A red day on the flow chart can mean three completely different things, and only one of them is selling. Here is how to tell them apart, with dates, sizes and the measured correlation with price.
Bitcoin ETF flow data is a live readout of institutional demand. Here is how to read daily inflows and outflows, what they actually move, and which patterns matter.
Every US spot Bitcoin ETF with ticker, issuer, exchange, listing date, fee, basket size and custodian. IBIT and FBTC took 75% of the money; GBTC is $27.8bn in the red.