Overview
- U.S. spot bitcoin ETFs took in about $355.1 million on Dec. 30, led by inflows to BlackRock’s IBIT (~$143.7 million), ARK’s ARKB (~$109.6 million) and Fidelity’s FBTC (~$78.6 million).
- Bitcoin is rangebound around $86,000–$90,000 near $88,000 after a roughly 22% December decline, its weakest month since December 2018, according to CoinDesk and CoinGlass data.
- Adjusted on-chain metrics show long-term holder supply turning slightly positive after months of distribution, indicating that sell pressure from seasoned holders has eased.
- Sentiment sits in the fear zone with the index near 30 and liquidity thin, leaving volatility risks elevated into early-January catalysts tracked by market analysts.
- Precious metals have outperformed into year-end as crypto lagged, and on-chain trackers report late-December ether accumulation by large wallets.