Bitcoin Crash? ETF Flows Tell a Very Different Story w/ James Seyffart

In this episode of The Milk Road Show, Bloomberg ETF analyst James Seyffart breaks down what most traders get wrong on red days: price is loud, but ETF flows are the real signal.
Because here’s the twist, when Bitcoin gets hit, the biggest ETF buyers often don’t panic sell… they buy the dip. And the real selling pressure? It might not be coming from ETF investors at all.

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James Seyffart: https://x.com/JSeyff

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⏱ TIME POINTS ⏱
00:00 - Intro
01:00 - The First Chart James Checks on Red Days
02:49 - How Bitcoin ETFs React During Market Sell-Offs
04:32 - Who’s Actually Driving Crypto ETF Demand?
07:53 - Traders vs. Long-Term Holders: Who Panics and Who Buys?
09:27 - How This Drawdown Compares to Past Crypto Crashes
10:33 - Which Crypto ETFs Are Winning Right Now (and Why)
12:20 - The New Wave of Crypto ETF Filings: What’s Coming Next
16:14 - Why Asset Managers Keep Launching ETFs (Distribution = King)
18:53 - Bitcoin ETF Flows Since Launch: The Bigger Trend
22:05 - Why Ethereum Is Underperforming (Even With ETF Inflows)
23:22 - IBIT’s Dominance: Why BlackRock Is Leading the Pack
25:39 - Bitcoin ETFs vs. Gold ETFs: The AUM Reality Check
27:33 - What to Watch Next: Macro, Regulation, and ETF Catalysts
31:56 - Wrap-Up

#crypto #bitcoin #etf

📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.