Overview

• U.S. spot Bitcoin ETFs drew about $429.9 million in net inflows on Sept. 30, led by BlackRock’s IBIT, with ARKB and FBTC also positive.
• On‑chain and exchange signals turned bullish, with the 90‑day Spot Taker CVD flipping positive and a sustained Coinbase premium indicating U.S. accumulation.
• Ethereum is holding near $4,100–$4,200 as spot ETH ETFs log sizable inflows and staking/reserve entities report multi‑million‑ETH holdings.
• Corporate accumulation is adding to scarcity, with BitMine disclosing 2.65 million ETH and Tether revealing roughly $1 billion in recent Bitcoin purchases.
• Volatility remains elevated after short liquidations near the London session, with traders eyeing $118K–$119K resistance and watching Powell’s remarks and Friday’s U.S. jobs report for direction following a rare ~4.5% green September.