Markets· ★★★★· neutral·

JPMorgan: bitcoin ETF demand has recovered only halfway versus gold

  • —Gold ETFs recovered 100% of 2026 outflows, bitcoin ETFs about 50%
  • —Short interest in IBIT is at a yearly high, while in GLD it is below the historical average
  • —On September 15, outflows from U.S. spot bitcoin ETFs totaled $450.4 million
  • —Bloomberg suggests bitcoin ETFs could triple gold ETFs in assets
Why it matters: Positioning in bitcoin remains more cautious than in gold, which offers upside potential if flows reverse.
#BTC
Source: The Cryptonomist (IT)
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