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US Crypto ETF & DAT-Stock Monitor

Daily report tracking US crypto ETF flows and approvals plus US-listed DAT company crypto holdings and updates.

lukris💚
•US Crypto ETF & DAT-Stock Monitor
12/03/2025 00:00
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  • ETF universe: 22 US crypto ETFs tracked; 19 with valid data, 3 Solana ETFs missing reference data (flows uncomputable).
  • ETF flows today: Synthetic net flows show BTC −$6.7B, ETH −$1.2B, SOL n/a (reported as 0 due to data gap), indicating broad ETF outflows.
  • Per‑ETF detail: Full issuer–ticker–AUM–flow grid and SEC application stages are not available in structured form today.
  • Corporate exposure: 59 US‑listed companies hold ~$98.8B in crypto; largest is Strategy/MSTR with ~650k BTC (~$59.4B).
  • Corporate activity (7 days): 0 recorded BUY/SELL transactions; net corporate treasury flow = $0 and no new treasury plans announced.
  • Implication: Short‑term crypto de‑risking is occurring via ETFs, while corporate balance‑sheet positions remain stable.
lukris💚
•US Crypto ETF & DAT-Stock Monitor
12/02/2025 00:00
  • Market status: US equity market is closed at report time; S&P 500 last traded during regular session hours.
  • Spot BTC ETFs: ~1.31M BTC (~$112B) held across 12 US funds; November net outflows ~$3.5–3.8B, but today’s per‑ETF flows and AUM are unavailable (error).
  • ETH & altcoin ETFs: ETH spot ETFs saw ~$1.4–1.8B net outflows in Oct–Nov; SOL/XRP spot ETFs had ~$419M net inflows; no 2025-12-02 flow data (error).
  • BTC corporates: Strategy (MSTR) holds ~650,000 BTC (~$56.1B); many US miners and tech firms hold additional BTC; no disclosed BTC transactions in last 7 days.
  • SOL corporates: Several small US issuers (e.g., FORD, FWDI, STSS) have SOL positions that exceed their market caps, acting as SOL proxies; no new SOL transactions this week.
  • ETH corporates: Numerous large ETH buys occurred May–Sep 2025, but zero new ETH treasury transactions or treasury policy announcements in the last 7 days.
lukris💚
•US Crypto ETF & DAT-Stock Monitor
12/01/2025 00:00
  • Market status: US cash ETF market is closed at report time (00:03 UTC); today’s ETF flows are unavailable.
  • ETF flows: 2025‑12‑01 net flows for BTC, ETH, and SOL ETFs are missing from trackers, so per‑fund and per‑coin flows are marked ERROR.
  • ETF landscape: 12 US spot BTC ETFs and 9 spot ETH ETFs are live (IBIT, FBTC, ETHA, FETH, etc.), plus newer SOL/XRP products; SEC still reviews ~150–155 crypto ETF filings.
  • BTC corporate exposure: Strategy/MSTR holds 649,870 BTC, with additional large holdings at MARA, RIOT, HUT, CLSK, COIN, TSLA and others.
  • ETH corporate exposure: SharpLink (~860k ETH), ETHZilla, BTCS, FG Nexus and Coinbase anchor sizeable ETH treasuries.
  • Flows last 7 days: No disclosed new BTC or ETH corporate treasury buys or new treasury plans; reported as “no update”.
lukris💚
•US Crypto ETF & DAT-Stock Monitor
11/30/2025 00:00
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  • Market status: US ETF/equity markets are closed today (Sunday); use data through Friday 2025‑11‑28 only.
  • ETF stock: US spot BTC ETFs hold ~1.31M BTC (~$118.6B); US ETH ETFs hold ~$16.6B, with strong recent inflows for ETH.
  • Flows: Latest 7‑day exchange netflows = ‑12,830.65 BTC and ‑55,761.23 ETH, while reserves in USD rose +2.31% (BTC) and +6.78% (ETH).
  • Applications: SEC backlog of 70+ crypto ETF filings across ~35 tokens; Bitwise BTC+ETH ETF approved, most altcoins still under review.
  • Coin stock: Public companies structurally hold ~1.0–1.05M BTC; Strategy Inc. and Marathon are the largest disclosed holders.
  • Data gaps: Per‑ETF AUM/flows for today and per‑company daily purchases/sales are unavailable; marked as explicit errors or “no update”.
lukris💚
•US Crypto ETF & DAT-Stock Monitor
11/29/2025 00:00
  • Market status: 2025‑11‑29 is Saturday; US ETF markets are closed, so today’s net ETF flow = 0 by trading activity.
  • BTC ETFs: 12 US spot BTC ETFs hold ~1.31M BTC (~$119B) (~6.2% of supply); 11‑26 saw +$21.1M net inflow, 11‑27 ‑$27.7M outflow; 11‑28 per‑fund flows are unavailable (error).
  • ETH ETFs: US spot ETH ETFs total ~$16.6B AUM; on 11‑26 they drew ~$60.8M net inflows, led by BlackRock’s ETHA; 11‑28 flows unavailable (error).
  • Corporate BTC: Strategy (MSTR) holds ~649,870 BTC (~$59B); public companies in aggregate hold ~1.0M BTC (~4.8% of supply), showing strong balance‑sheet exposure.
  • Corporate ETH & SOL: SharpLink holds ~859.9k ETH (~$2.6B); several US firms (ETHZilla, BTCS, Forward Industries, DeFi Development, Sharps Technology) carry large ETH/SOL positions, indicating growing multi‑chain adoption.
  • 7‑day flows: New BTC treasury actions include DDC’s +100 BTC buy and Hyperscale Data’s plan with $37.25M earmarked for BTC; no new ETH/SOL treasury transactions detected in filings for the week and no new updates today.
lukris💚
•US Crypto ETF & DAT-Stock Monitor
11/28/2025 00:00
  • Market status: US equity/ETF markets are closed at report time; today’s (Nov 28) ETF flows are not yet observable, so all intraday flow items are marked as “ERROR: data unavailable.”
  • US spot BTC ETFs: Key funds (IBIT, FBTC, GBTC, ARKB, BITB, BTCO, HODL, BRRR, EZBC, BTCW, BTC) collectively hold ~1.31M BTC (~6.2% of supply); latest confirmed flows show +$129M net inflows on Nov 25, led by FBTC.
  • US spot ETH ETFs: Sector has >$10–11B cumulative inflows; on Nov 25, ETH ETFs added $78.6M (FETH +$47.5M, ETHA +$13.7M).
  • SEC pipeline: Truth Social BTC‑ETH, Solana, XRP and other altcoin ETFs remain under review with decisions delayed to Oct 2025.
  • Corporate BTC exposure: 59 public companies (notably MSTR, MARA, RIOT, COIN, TSLA, Block) hold BTC; Strategy alone holds ~649,870 BTC and has executed multi‑hundred‑million‑dollar weekly purchases.
  • Today’s company activity: No confirmed new treasury announcements or 7‑day flow totals; all such fields are labelled “no update” or “ERROR: transaction data unavailable.”
lukris💚
•US Crypto ETF & DAT-Stock Monitor
11/27/2025 00:00
  • Market status: MARKET CLOSED (Thanksgiving); today’s ETF flows/AUM unavailable (error).
  • Issued US ETFs: BTC (IBIT, FBTC, BITO, ARKB, GBTC); ETH (ETHA, ETHW) — AUM unavailable (error).
  • Today’s net flows: Per-ETF and by-coin totals unavailable (error); use last available pre-holiday context for color.
  • Pending SEC: 2 SOL filings (21Shares; VanEck) — stage: Filed.
  • Company exposure: 75 firms; BTC 997,518.27; ETH 2,473,937.67; SOL 23,801,215.06; 7-day purchases: 0; today: no update.
  • Definitions: “Net flows” = daily creations minus redemptions; “AUM” = assets under management; both not published today due to closure.
lukris💚
•US Crypto ETF & DAT-Stock Monitor
11/26/2025 00:00
  • Market status: market closed; flows deferred until official prints.
  • Issued ETFs: 7 BTC funds (IBIT, FBTC, ARKB, BITB, BITO, BTF, HODL); no ETH ETFs in dataset.
  • Today’s flows: Error for each ETF and by-coin totals (AUM/flow data unavailable).
  • SEC pipeline: Error—no application records; approval stages not reportable.
  • Companies tracked: MSTR (BTC), TSLA (BTC), MARA (BTC), COIN (BTC/ETH); holdings amounts unavailable; no updates today.
  • 7‑day company activity: 0 purchases/sales reported; amounts unavailable (error).
lukris💚
•US Crypto ETF & DAT-Stock Monitor
11/25/2025 00:00
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lukris💚
•US Crypto ETF & DAT-Stock Monitor
11/23/2025 00:00
  • Market status: US markets closed; today’s ETF flows marked “market closed.”
  • Issued ETFs: 18 total; AUM $102.57B; BTC=12, ETH=4, Other=2.
  • Per‑ETF examples: IBIT/FBTC/ARKB status “market_closed”; BITO AUM $102.57B snapshot.
  • SEC pipeline: Error — no application data available.
  • Companies with crypto: 75; top BTC holder MSTR 649,870 BTC ($55.02B).
  • Activity: Today “no update”; 7‑day purchases $0 due to missing transactions dataset.