Improve your Bitcoin investment strategy using these 7 critical demand drivers
The post Improve your Bitcoin investment strategy using these 7 critical demand drivers appeared on BitcoinEthereumNews.com.
Bitcoin traders are treating fund flows like macro bets, and one Fed data change is the hidden risk Key takeaways Bitcoin’s institutional demand can be monitored in issuer AUM snapshots such as BlackRock’s IBIT, which listed net assets of $69,427,196,929 as of Jan. 28, 2026 on its product pages. Weekly crypto fund flows have begun to trade like macro positioning, with CoinShares documenting a shift from $454 million weekly outflows (Jan. 12) to $2.17 billion weekly inflows (Jan. 19), plus a $378 million Friday reversal tied to geopolitics and tariffs. Liquidity monitoring depends on data hygiene and release cadence, since the Federal Reserve’s H.6 release clock is known (release date Jan. 27, 2026) and FRED’s weekly M2 series is discontinued. Market structure has become a demand driver via hedgeability and benchmarkability, with CME reporting nearly $3 trillion notional crypto derivatives activity in 2025 and CF Benchmarks’ BRR serving as CME’s settlement index and an NAV/iNAV input for investment products. Scenario bands can be used to stress-test assumptions rather than outsource conviction, including ARK’s 2030 bear/base/bull targets and MarketWatch-reported conditional scenarios from Larry Fink and Citi. Who this is for Long-term BTC holders who want a testable “Bitcoin investment thesis” built around updateable inputs rather than price narratives. Swing and macro-driven traders who treat crypto as a rates-and-liquidity expression and want a repeatable monitoring routine. Institutional allocators and advisors who need benchmark, hedging, and flow plumbing mapped to a quarterly process. What to watch this quarter Related Reading Spot Bitcoin ETFs break into top 20 in 2024, capturing 4.3% of total inflows In less than a year since launch, IBIT and FBTC secure their spots among the largest ETFs by yearly flows. Jan 2, 2025 · Gino Matos What Bitcoin is (and what an “investment thesis” should do) A Bitcoin investment thesis…
Filed under: News - @ January 29, 2026 9:21 pm