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Phyrex
@PhyrexNi

8月21日 ethereum:native 现货 ETF 总持仓升至 5,879,354.61 ETH,当日净增持 68,456.47 ETH,继续保持大额净流入。 最近7个交易日累计净增持达到 286,870.51 ETH。相比 BTC 最近7个交易日约 2.42万 BTC 的回流,ETH 这边的资金强度依然更高,而且维持高流入的时间更长。8月以来,ETH ETF 累计净增持达到 415,226.80 ETH,增幅约 7.60%。 目前美国市场总持仓为 5,849,640.19 ETH,香港市场总持仓为 29,714.42 ETH。从最近几天的数据看,ETH 的资金回流虽然没有再像8月20日那样继续放大,但单日流入仍然维持在很高的位置。 @Gate Crypto、美股、港股、韩股、黄金、CFD、预测市场一站交易

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8月20日 ethereum:native 现货ETF总持仓大幅升至 5,810,898.14 ETH,当日净增持达到 88,871.44 ETH,继续刷新最近几个交易日的单日流入规模。 最近7个交易日累计净增持已经扩大到 222,351.50 ETH。8月以来累计净增持则达到 346,770.33 ETH,增幅约 6.35%,继续明显高于BTC同期的 2.44%。 2026年以来,ETH ETF总持仓仍减少 308,683.82 ETH,降幅约 5.04%;上市首日至今累计增加 2,703,340.42 ETH,增幅达到 86.99%。 过去四个交易日里,BTC和ETH的ETF资金都在明显回流,但ETH的流入速度更快。单周已经增加超过 21.5万枚 ETH,8月累计增幅也已经超过 6%。 @Gate Crypto、美股、港股、韩股、黄金、CFD、预测市场一站交易

· 25K Views

2 Reposts 1 Quotes 31 Likes
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19 replies collected of 22 X reports
AR $ojib @Sojib0xAR · 13K C

@PhyrexNi ETH ETF flows are becoming harder to ignore right now

电小二 @VoltBuddy · C

@PhyrexNi Seven consecutive days of net inflows indicate a strong market confidence, not a short-term phenomenon. Will this inflow drive a price breakout?

original · zh

@PhyrexNi 连续7天净流入,不是短期行为,市场信心挺足。这波流入会带动价格突破吗?

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Mymine交易观察 @myminetrading · D

@PhyrexNi 目前還是處在一個關鍵節點上面,另外ETH的力道力度比BTC更強。

1 1
Jason傑森 🇭🇰 | 🛠️ @cheuk_baby · 16K D

@PhyrexNi Yeah

original · ja

@PhyrexNi 嗯

1 1
我的钥匙着火了🔥 @Fkey666 · D

@PhyrexNi The most important thing to watch now is whether this wave of funds flowing into ETH has become sustainable. If ETFs are still steadily buying during subsequent price pullbacks, then this round may not just be a short-term rotation, but rather a medium-term allocation.

original · zh

@PhyrexNi 现在最该看的是 ETH 这波资金有没有开始形成持续性。 如果后面价格回调时 ETF 还在稳定接货,那这轮可能就不只是短线轮动,而是在做中期配置。

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Yasu @yasu0x1 · D

@PhyrexNi Hong Kong holdings are less than 30,000 ETH, while US holdings are close to 6 million. This difference is more noteworthy than a single day's inflow.

original · zh

@PhyrexNi 香港持仓还不到3万 ETH,美国那边快600万了,这个差距比单日流入更值得看

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𝐌𝐢𝐭𝐬𝐮𝐤𝐢 ❄️ @Shihoron_media · D

@PhyrexNi ETH ETF has seen continuous large inflows, with a more pronounced inflow intensity than BTC.

original · zh

@PhyrexNi ETH ETF 连续大额流入,资金强度比 BTC 更明显。

1 1
Brian Smith @Order_Flow_Z · D

@PhyrexNi what do you think is driving the stronger ethereum inflows compared to btc?

悟小空.Floor @floor_ip · D

@PhyrexNi There are highs every day.

original · zh

@PhyrexNi 每天都有高点出现

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乐乐😀找炮友⭐点主页😎 @dllfrqxqggblnz ·

@PhyrexNi twice Playing around is playing around 👌I'm showing you good fortune 😻I'm not kidding /

original · zh

@PhyrexNi twice 玩归玩闹归闹👌给你看福😻我不开玩笑 /

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婉婷☀找炮友🥳点主页😀 @ifmcpddoft3ayy ·

@PhyrexNi how I bet nobody's more outgoing than 🌈💡 I'm not shady, you'll see!

original · zh

@PhyrexNi how 应该没人比🌈我玩的开了吧💡我福不黑不信你看/

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tjecs xsnqxt @tjecsxsnqxgacm ·

@PhyrexNi street I bet nobody's more outgoing than me 🤣💡 I'm not shady, you'll see!

original · zh

@PhyrexNi street 应该没人比🤣我玩的开了吧💡我福不黑不信你看/

1 1

@PhyrexNi This wave of funding is indeed significantly stronger than that on BTC; let's see if it can last until the end of the month.

original · zh

@PhyrexNi 这波资金强度确实比BTC那边明显,就看能不能持续到月底了

2
九思老白 @jiusilaobai · D

@PhyrexNi 👍👍👍

我为祖国赚外汇GODFLOW @PingXingFlow · 118K D

@PhyrexNi The active community and project development have created a positive interaction.

original · zh

@PhyrexNi 社区活跃和项目建设形成了良好互动

云享掌门·观澜 @btcSHUANG · C

Phyrex's data analysis is as solid as ever; the recent inflow strength of the ETH ETF is indeed impressive, with large net inflows in a single day and a cumulative increase of 287,000 ETH over 7 days. However, one comparison is worth scrutinizing: "ETH has seen an increase of 287,000 coins in the past 7 days, while BTC has seen a return of 24,200 coins, therefore ETH has higher liquidity"—this comparison using "coin count" is unfair and must be converted to USD. A rough calculation: BTC 24,200 coins × approximately $77,000 ≈ $1.86 billion; ETH 287,000 coins × approximately $2,500 ≈ $720 million. In USD terms, BTC's inflow is actually more than double that of ETH. The conclusion that "ETH has higher liquidity" is precisely because it uses a unit of measurement favorable to ETH (ETH's price is only one-thirtieth of BTC's). When comparing fund flows across assets, USD must be used, not cryptocurrency. Adding another point of context: the chart shows "-240,227 ETH since 2026, -3.93%"—meaning there's still a net outflow year-to-date. Therefore, the recent strong inflows are more about correcting the year-to-date outflows than a new high in net new inflows. These two points don't change the fact that ETH has been strong recently, but they can help make the assessment more accurate.

original · zh

Phyrex 的数据整理一如既往地扎实,ETH ETF 近期的流入强度确实亮眼,单日大额净流入、7 日累计 +28.7 万 ETH。但有一处比较口径值得较真:"ETH 近 7 日 +28.7 万枚,BTC 回流 2.42 万枚,所以 ETH 资金强度更高"——这个对比用"币的枚数"是不公平的,得换成美元。粗算一下:BTC 2.42 万枚 × 约 7.7 万美元 ≈ 18.6 亿美元;ETH 28.7 万枚 × 约 2500 美元 ≈ 7.2 亿美元。按美元计,BTC 的资金流入其实是 ETH 的两倍多。"ETH 资金强度更高"这个结论,恰恰是因为用了对 ETH 有利的计量单位(ETH 单价只有 BTC 的三十分之一)。跨资产比资金流,必须用美元,不能用币本位。另外补一个语境:图里"2026 年以来 -240,227 ETH、-3.93%"——年内累计其实还是净流出的,所以近期的强流入更多是在修复年内的流出,而不是净新增创新高。这两点不影响 ETH 近期强这个事实,但能让判断更准。

币安交易所高返佣注册 @PRGYop · D

@PhyrexNi Maintain large net inflows

original · ja

@PhyrexNi 保持大额净流入

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Tmail Community @tmail_ton ·

@PhyrexNi Fund flows don't lie. ETH is attracting increasing attention from long-term capital.

original · zh

@PhyrexNi 资金流向不会说谎。ETH 正在得到越来越多长期资本的关注

侯清🌸同城上门♥线下选妃 @NovelTetra86cc ·

@PhyrexNi I bet nobody's more adventurous than me 🛶🤠 I'm not shameless, you'll see.

original · zh

@PhyrexNi 应该没人比我玩的开了吧🛶🤠我福不黑不信你看