Odaily News: According to SoSoValue data, yesterday (September 21, US Eastern Time), Bitcoin spot ETFs recorded a total net inflow of $999 million.The Bitcoin spot ETF with the highest single-day net inflow yesterday was BlackRock's ETF IBIT, with a single-day net inflow of $381 million. IBIT's total historical net inflow has now reached $64.506 billion.Next was Ark Invest and 21Shares' ETF ARKB, with a single-day net inflow of $289 million. ARKB's total historical net inflow has now reached $1.370 billion.As of press time, the total net asset value of Bitcoin spot ETFs stands at $110.135 billion, with the ETF net asset ratio (market cap as a proportion of Bitcoin's total market cap) reaching 6.3%, and cumulative historical net inflows have reached $56.160 billion.

Odaily News: Cathie Wood's Ark Invest sold 36,628 shares of Coinbase on Monday, worth approximately $7 million based on that day's closing price; it sold a total of 142,350 shares of Circle across two funds, worth approximately $13.8 million.In addition, Ark Invest sold 153,881 shares of Bitmine, worth approximately $3.96 million; 18,280 shares of Bullish, worth approximately $688,000; and 1,528,953 shares of the ARK 21Shares Bitcoin ETF, worth approximately $40 million.

Odaily News: According to SoSoValue data, yesterday (US Eastern Time, September 14), Bitcoin spot ETFs recorded a total net inflow of $160 million.The Bitcoin spot ETF with the highest single-day net inflow yesterday was BlackRock's ETF IBIT, with a single-day net inflow of $134 million. IBIT's total historical net inflow now stands at $64.138 billion.This was followed by Fidelity's ETF FBTC, with a single-day net inflow of $53.3333 million. FBTC's total historical net inflow now stands at $10.335 billion.The Bitcoin spot ETF with the highest single-day net outflow yesterday was Ark Invest and 21Shares' ETF ARKB, with a single-day net outflow of $41.9546 million. ARKB's total historical net inflow now stands at $1.181 billion.As of press time, the total net asset value of Bitcoin spot ETFs stands at $100.092 billion, with the ETF net asset ratio (market cap as a percentage of Bitcoin's total market cap) reaching 6.3%, and cumulative historical net inflows totaling $55.315 billion.

Odaily reports: According to SoSoValue data, yesterday (September 10, US Eastern Time), Bitcoin spot ETFs recorded a total net outflow of $283 million.The Bitcoin spot ETF with the largest single-day net inflow yesterday was Morgan Stanley's ETF MSBT, with a single-day net inflow of $3.9792 million. MSBT's total historical net inflow has now reached $525 million.The Bitcoin spot ETF with the largest single-day net outflow yesterday was Ark Invest and 21Shares' ETF ARKB, with a single-day net outflow of $164 million. ARKB's total historical net inflow has now reached $1.223 billion.As of press time, the total net asset value of Bitcoin spot ETFs stands at $97.490 billion, with the ETF net asset ratio (market value as a percentage of Bitcoin's total market value) at 6.28%, and cumulative historical net inflows have reached $55.168 billion.

1. "AI Stock God" Leopold appears to be making a comeback, with mysterious capital concentrating on building positions in AI-related call options;2. Kalshi approved to launch gold and silver perpetual contracts, and seeks to expand to US stocks, copper, and forex;3. Bonk Guy warns investors: avoid overtrading, "painful choppy conditions" may persist through Q4;4. Non-decentralized DeFi protocols will need to register with the CFTC, as US Senate Republicans release updated text of the "CLARITY Act";5. SBF appeals to the US Supreme Court, seeking to overturn fraud conviction and vacate the $11 billion asset forfeiture order;6. Bonk Guy: USELESS could become the "king of meme coins this cycle";7. Fed rate hike effects may be diluted as Iran war and AI boom push inflation higher;8. US Senate officially launches investigation into OpenAI: focusing on the Hugging Face AI agent breach incident;9. Liquid Network resumes block production but transactions remain paused, BTC/LBTC reserves not yet fully restored;10. ARK Invest: Stablecoin market is highly concentrated, a "two-horse race" may unfold at the hundred-billion-dollar level.

Odaily reports that ARK Invest crypto analyst Lorenzo Valente has stated that stablecoins exhibit obvious network effects. Although thousands of stablecoins exist in the market, as market cap thresholds rise, the number of coins in each tier quickly flattens out. What truly deserves attention now are stablecoins with market caps exceeding $10 billion that are progressively advancing toward the $100 billion and $500 billion levels. Data shows that the number of stablecoins with market caps above $1 billion has only grown from single digits since 2021 to 12 at present, while the number of stablecoins with market caps above $10 billion has actually declined from its 2022 peak, with only Tether and Circle's stablecoins remaining. Valente believes that entering the $10 billion market cap club is already extremely difficult, the $100 billion stablecoin tier may be contested by only two players for a long time to come, and the $500 billion tier may see only one player reach it over the next two years or more.

Odaily News: According to SoSoValue data, yesterday (September 9, US Eastern Time), Bitcoin spot ETFs recorded a total net outflow of $120 million.The Bitcoin spot ETF with the highest single-day net inflow yesterday was Morgan Stanley ETF MSBT, with a single-day net inflow of $4.4906 million. MSBT's historical total net inflow has now reached $521 million.The Bitcoin spot ETF with the highest single-day net outflow yesterday was Ark Invest and 21Shares' ETF ARKB, with a single-day net outflow of $77.9815 million. ARKB's historical total net inflow has now reached $1.387 billion.As of press time, the total net asset value of Bitcoin spot ETFs stands at $99.327 billion, with the ETF net asset ratio (market cap as a percentage of Bitcoin's total market cap) at 6.31%, and cumulative historical net inflows have reached $55.451 billion.

1. BonkGuy sees mixed fortunes: FOMO account followers surpass 600,000, but profit scale falls below $15 million, with a 24-hour drawdown nearing $2.5 million;2. Wang Chun: Zcash's recent rally is driven more by narrative, exchange listings, and short squeezes;3. Sources: Cathie Wood's Ark Invest may become the first tokenized securities asset manager exempted by the SEC;4. A whale heavily holding $4.5 million in Robinhood Meme and veteran DeFi leading assets buys 4.013 million 4Stock tokens;5. CEA Industries (BNC) holds a total reserve of 515,544 BNB tokens, valued at over $380 million;6. HSBC: U.S. stocks are not expensive, and valuations have not fully reflected AI potential;7. Suspected Lootbot subscribers suffer a collective hack, with losses continuing to expand to over $600,000;8. CoinMarketCap: Binance, Hyperliquid, OKX, and Bitget together account for 86% of the RWA perpetual market share;9. Driven by CZ's retweet of the BNC announcement, 4Stock's market cap briefly surpassed $60 million;10. BSC-based Meme coin BUILD's market cap exceeds $45 million.

Odaily News – Andy, host of The Rollup podcast, stated on X: "We have received fairly reliable information that Ark Invest, founded by Cathie Wood, will become one of the first asset managers to launch tokenized securities through a transfer agent under the SEC's 'Innovation Exemption' policy. The plan will start with Ark's funds and then expand further. Several institutions, including Fidelity and WisdomTree, are also likely to follow suit."

Odaily News According to ARK Invest Digital Asset Research Head Lorenzo Valente, who shared on X platform, after analyzing contract-level data on Robinhood Chain, he believes that the current on-chain active trading mainly comes from existing crypto trading users, not the large-scale influx of new crypto users brought by Robinhood.Valente stated that Robinhood Wallet's Swap routes through the 0x Settler contract, which is currently the only on-chain activity he can clearly identify as Robinhood user activity, accounting for less than 1% of total transactions. Even when including some unidentifiable long-tail activity in the calculation, his estimate is only around 5%. The remaining trading activity mainly comes from trading terminals such as GMGN, Axiom, and OKX.