ENCRYPTED ETF WEEKLY, | US-BASED SPOT OF BITCOIN, ETF NET OUTFLOWS $995 MILLION LAST WEEK; US-OWNED ETF NET OUTFLOWS OF $255 MILLION
Collapse: Jerry, ChainCatcher
ENCRYPTED CASH ETF PERFORMANCE LAST WEEK
UNITED STATES SPOT BITCOIN ETF NET OUTFLOWS $995 MILLION
LAST WEEK, AMERICAN BITCOIN CASH, ETF THREE DAYS NET OUTFLOWS, TOTAL NET OUTFLOWS 995 MILLIONUnited States dollarsTotal net assets amounted to $10.429 billion。
LAST WEEK ONLY ETF WAS IN NET OUTFLOW, MAINLY FROM BELET IBIT, NET OUTFLOW OF $317 MILLION。
Source: Farside Investors
ETF NET OUTFLOWS $255 MILLION
LAST WEEK, U.S.E.E.F. WAS RELEASED FIVE DAYS NET, TOTALLING 255 MILLIONIn United States dollars, total net assets amounted to $12.33 billion。
LAST WEEK IT WAS MAINLY FROM BELED ETHA, NET OUT OF $186 MILLION. 4 ETF IS IN NET OUTFLOW ONLY。
Source: Farside Investors
HONG KONG SPOT OF BITCOIN ETF NET OUTFLOW 24.91 BITCOINS
LAST WEEK, HONG KONG'S SPOT OF BITCOIN ETF NET OUTFLOWS OF 24.91 BITCOINS WITH A NET ASSET VALUE OF $323 MILLION. OF THESE, THE ISSUER'S HOLDINGS DECREASED TO 210.92 BITCOIN AND TO 2570 IN HUASHA。
IN HONG KONG, THERE IS NO FINANCIAL INFLOW OF ETF, WITH NET ASSETS OF $6,813,000。
Source: SoSoValue
ENCRYPT CURRENT ETF OPTIONS
AS AT 14 MAY, THE TOTAL NOMINAL VALUE OF THE REAL UNITED STATES BITCOIN ETF OPTIONS WAS $797 MILLION, AND THE TOTAL NOMINAL TURNOVER RATIO WAS 1.63。
AS OF 14 MAY, THE UNITED STATES OF AMERICA'S SPOT ETF OPTIONS AMOUNTED TO $23.08 BILLION IN NOMINAL HOLDINGS, AND THE TOTAL NOMINAL HOLDINGS TO 1.45。
THE SHORT-TERM TRADE DYNAMIC OF THE ETF OPTION IN THE MARKET HAS INCREASED AND THE OVERALL MOOD HAS INCREASED。
In addition, the implied volatility rate was 41.82 per cent。
Source: SoSoValue
ENCRYPTED ETF DYNAMIC LAST WEEK
VanEck submits BNB ETF amendments on the same day as Greyscale
According to The Block, VanEck submitted its fifth amendment of the BNB ETF registration statement to the United States Securities and Exchange Commission on Friday (15 May) and Grayscale submitted its second amendment of the Grayscale BNB ETF subscription note on the same day。
According to Bloomberg ETF analyst James Seyffart, the simultaneous actions of both parties indicate that both distributors are responding to US SEC feedback and may be planning to launch in the near future. James Seyffert speculates that BNB may be the next encrypted asset to be examined through SEC and expected to be listed in the United States。
Meanwhile, Canary Capital submitted a separate amendment to its pledge TRX ETF proposal, which would package Tron ' s pledge proceeds into a regulated framework。
GREYSCALE TO SUBMIT REVISED VERSION BNB ETF S-1, OR PAVE THE WAY FOR U.S. SPOT ETF PROPULSION
On platform X, Bloomberg ETF analyst James Seyffart stated that greyscale had submitted to the United States Securities and Exchange Commission (SEC) a second revised version of the BNB ETF S-1 document。
HE INDICATED THAT THE REVISED VERSION WOULD PROBABLY BE ADJUSTED ON THE BASIS OF THE SEC FEEDBACK SUGGESTING THAT THE PRODUCT MIGHT BE ACCELERATING THE LISTING PROCESS。
The latest disclosed SEC document shows that, as at 31 March 2026, Avenir Group held 18,276,100 shares of the IBIT Bitcoin spot ETF, with a market value of approximately $702 million at the end of the season, a slight decrease of only 0.061 per cent over the fourth quarter of 2025. Avenir Group has maintained its position as the largest bitcoin ETF institution in Asia for eight consecutive quarters since the second quarter of 2024。
Since 2026, Avenir Group has continued to promote the integration of TradFi and Crystal, including strategic investments, CoinRoutes, and the award of a $20 million seed ship, and during Consensus Hong Kong 2026 signed cooperation with Tiger Brokers, AMINA Bank and CoinRoutes to promote the construction of the next-generation institutional trading infrastructure。
According to MacroScope, the Dartmouth College in the United States disclosed in its 13F submission that as at 31 March it held approximately 201,531 shares of Beletbitcoin ETF “IBIT”, valued at $7.7 million, which remained unchanged from the previous quarter。
The College also reported a new position, namely, the possession of $3.4 million of Bitwise Solana pledge ETF (304,803)。
21 Shares announces the launch of active management encryption ETF TKNS
According to official sources, 21 Shares announced the launch of active management encryption ETF, code TKNS. The fund, managed by a professional team, aims to capture market opportunities and run a passive index fund, and portfolio managers adjust their positions to market conditions to balance long-term objectives with short-term opportunities. The fund operates as a standard stock ETF, tax reporting is simplified and is currently tradable on some broker platforms。
Bitwise Hyperliquid ETF will be listed on the New York Stock Exchange on Friday
Bitwise Hyperliquid ETF will start trading this Friday at the New York Stock Exchange, code BHYP. Previously, 21 Shares ' Hyperliquid ETF (THYP) had been online on Tuesday, with an initial turnover of approximately $1.8 million. BHYP will be the first United States fund to provide only Hyperliquid pledge proceeds, and the associated pledge operation will be completed under Bitwise Bitwise Online Solutions. Shares also indicated that it planned to pledge most of its HYPE holdings. Hyperliquid is now the leading chain-based contract exchange and has been extended to tokenized goods and spot-coded transactions. Its original currency, HYPE, is used to pay for the platform, standing 15 times ahead of the transaction volume for large encrypted assets。
MORGAN CHASE'S FIRST QUARTER SURGED IN BITCOIN, ETF, IBIT, SILO SURGED 174%
According to Cointelegraph, 13F documents show that Chase Morgan significantly increased its Bitcoin ETF holdout in the first quarter, with the holding of BlackRock iShares Bitcoin Trust (IBIT) increasing from approximately 3 million to 8.3 million, an increase of 174 per cent。
In addition, Morgan Chase has significantly increased other bitcoin spot ETFs such as Fidelity FBTC, Bitwise BITB, and slightly increased Strategy (MSTR) holdouts。
In the case of the Yamashita ETF, Morgan Chase moved differently: bought Bitwise Solana Staking ETF (BSOL) for the first time, added ETF to the Ether Factory, and fully cleared XRP ETF。
Jane Street Q1 significantly reduced bitcoin ETF open, IBIT warehouse ring down 71%
The latest 13F document submitted by the quantitative giant Jane Street to the United States SEC revealed a significant reduction in Bitcoin ETF openings in the first quarter of 2026, with a decrease of approximately 71% to 5,872,212 shares of IBIT, approximately US$ 225.6 billion. The hold-up for FBTC fell by about 60 per cent to 1,954,174 shares, approximately $115 million。
IN ADDITION, ITS HOLDING STOCK FOR MSTR HAS BEEN REDUCED BY APPROXIMATELY 78 PER CENT TO 209,833 SHARES, OR $26.18 MILLION。
Graysdale has submitted a Zcash spot ETF application to convert the existing Zcash trust into a spot product, making it the first private currency to seek listing in the United States. At the same time, Multicoin Capital disclosed that since February it had been built continuously, ZEC, a co-founder of Tushar Jain, linked investment logic to the proposed wealth tax legislation of the United States, arguing that greater government control over private financial silos would boost the structural demand for assets that are shielded at the mathematical level。
The application, however, also raised the challenge of hosting: Zcash had about 30 per cent of its supply in the shielded address pool, the highest ever, but ETF hosting had almost to use transparent address pools to meet audit and balance certification requirements. Previously, in January 2026, the SEC concluded its long-term review of Zcash and failed to take enforcement action, significantly reducing regulatory uncertainty。
VIEWS AND ANALYSIS ON ENCRYPTION ETF
ANALYSIS: HARVARD UNIVERSITY CLEAR ETHER, ETF, ABU DHABI SOVEREIGN WEALTH FUND GROWTH IBIT
According to The Block, in recent days sovereign wealth funds, universities and banks have revealed successive reports of 13F holdouts in the first quarter of 2026. With regard to sovereign wealth funds, the Abu Dhabi sovereign wealth fund, Mubadala, has increased its shareholding from 12,702,323 shares to 14,721,917 under the Beled flag of iShares Bitcoin Trust (Equities Code IBIT), with an additional over $90 million in holding, with a total holding value of nearly $660 million. The Abu Dhabi Investment Commission (ATIC) under the Mubadara flag maintained its IBIT hold. It holds 8,218,712 shares of IBIT valued at $315.8 million。
The Endowment Fund of several universities reported that the holding of its encrypted currency, ETF, remained generally stable. The Harvard Endowment Fund reported holding 3,044,612 shares of IBIT valued at approximately $117 million. This represents a 43 per cent decrease from the 5.35 million IBIT held at the end of 2025, which had been reduced by 21 per cent at Harvard University in the fourth quarter. IBIT is no longer its largest holder (overrated by the build-up of power, Alphabet, Microsoft, SPDR Gold Trust). Harvard University also completely cleared the previous quarter's storage of $86.8 million worth of Bélédé ETF。
The Dartmouth Institute reported that it held 201,531 shares of IBIT, valued at slightly over $9 million, the same level as the previous quarter. The Institute transferred its ETF holdhouse from Grayscale Etherum Mini Trust to Etherum Staking ETF in Grayscale, maintaining its holdout of 178,148 shares. The Dartmouth College also disclosed its new hold in Bitwise Solana Staking ETF, holding 304,803 shares, currently worth nearly $3.67 million. This was the first time that an institutional endowment fund had expressed an interest in extending its investment to Bitcoin or to encrypted currency outside the Taifung。
At the same time, Brown University maintained its holdings of 212,500 IBITs, while Emory University simplified its holdings of bitcoin funds from two to one. The school cleared its holdings of 4,450 IBIT, while increasing the share of Grayscale Bitcoin Mini Trust from slightly over 1 million to 1,354,148 units。
Traditional financial institutions are also active in rebalancing and hedge. The Royal Bank of Canada (RBC) has increased the direct share of IBIT and increased the use of down and up options to hedge. After clearing up previously held United States Bitcoin shares associated with the Trump, the Canadian Polytechnic Bank increased its holdings by 214,370 shares. Barclays also disclosed its IBIT position, which included approximately 4.46 million spot shares and a large number of ETF-related down and uptight positions. Laurore, based in Hong Kong, has reduced its IBIT holdings from 8,786,279 to 6,846,279。
BLOOMBERG ETF ANALYST: BITCOIN CASH ETF IBIT SHOWS A BIG RUN FOR GOLD ETF GLD
In a message from Platform X, Eric Balchunas, a senior ETF analyst at Bloomberg, indicated that since March this year, the real bitcoin ETF IBIT has been running for gold ETF $GLD by 33 percentage points。
FINANCIALLY, NET INFLOWS OF $4.2 BILLION DURING THE IBIT PERIOD AND NET OUTFLOWS OF $9.0 BILLION WERE EXPERIENCED BY GLD, RESULTING IN A COMBINED LIQUIDITY GAP OF $13 BILLION。
Eric Balchunas, a senior ETF analyst in Bloomberg, revealed in a letter from platform X that the forecast market ETF had not been launched as planned, or that the United States Securities and Exchange Commission (SEC) had decided to review the products further. For the time being, the extension is “not a fatal issue”, more like the wish of the regulator for additional verification of the disclosure documents。
HE NOTED THAT SUCH PRODUCTS WERE GROUNDBREAKING AND, ONCE APPROVED FOR LISTING, WOULD SET AN IMPORTANT REGULATORY PRECEDENT FOR PREDICTING MARKETS SUCH AS ETF, AND IT WAS UNDERSTANDABLE THAT THE SEC WOULD LIKE TO DEVOTE MORE TIME TO REVIEW, WHICH WAS STILL AWAITING FURTHER PROGRESS。
