ETH ETF flow analysis: Net outflows are expected to decrease within 2 weeks, and ETH prices will receive more benefits

Original source: Defi_Maestro Different investment institutions or products are listed at the top of the table, including Blackrock, Fidelity, Bitwise, 21Shares, VanEck, Invesco, Franklin, and two Grayscale products.

The second line shows the code of each product, such as ETHA, FETH, ETHW, etc.

The third line is the management rate of each product, ranging from 0.15% to 2.50%.

The fourth row represents the initial capital or seed capital, with values ​​ranging from 1.1 to 10,255.

Next is daily data from July 23rd to July 29th, which may represent inflows or outflows.

• It’s worth noting that the Grayscale ETHE product appears to be seeing massive outflows, going negative almost daily, totaling -1,723.5.
• In contrast, other products like Blackrock’s ETHA and Fidelity’s FETH have shown positive inflows during this time.
• July 29th (last row) is highlighted in green, possibly indicating that this is the latest data or a day of particular concern.
• Overall, while some products saw inflows, overall there appeared to be net outflows during this period, totaling -498.3.
• $ETHE’s outflows began to slow down, with net outflows of $210 million.
• Total outflows were 19.8% from initial AUM of $9.2 billion.
• Currently $ETHE’s asset holdings should be close to $7.4 billion.

Since the inception of the $ETH ETF, we have witnessed a 5% decline from the initial price of $3490, with total net outflows of $440 million.

The ETH vs. BTC chart appears to have bottomed, with $ETH recovering from recent losses following Trump’s speech on BTC.

Personal Thoughts

Given that the initial outflow of $ETHE was faster than $GBTC, we expect outflows to start slowing down over the next two weeks.

Outflows from $ETHE are expected to stabilize around 40-50% of the initial $9.2 billion AUM, around $4.5 billion to $5 billion.

As investors notice outflows from $ETHE slowing down, they can expect inflows to start increasing.

Expect some positive inflows into overall ETH liquidity to match the slowing outflows from $ETHE. The overall feeling is that now is a good time to set up a $ETH buy order as it is expected to gradually strengthen over the next two weeks.

To reiterate, this is not financial advice.

I personally will add more $ETH longs and keep a close eye on ETF liquidity.

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