ETF Flows: 23 Jul 2025

🔴 Bitcoin ETFs: -$85.8M net outflows

🟢 Ethereum ETFs: $332.2M net inflows

I've now officially made a bag and lost it, made a bag and lost it, made a bag and lost it, made a bag and lost it, and made a bag and lost it.

I'm not bitter about it, I wasn't ready for that kind of money at the time anyway. Feels like I finally have woken up to the fact that greediness is what has killed me in every single scenario. So did trying to play the game like everyone else.

i wrote this last year and it seems apt to share again during this period

focus on your glass first, then wealth

importantly, run your own race
https://medium.com/@dpycm/the-glass-of-wealth-1140df3a8057

current list of alts that i'm focusing on:
most pve - eth
strong - fart, spx, ena, bonk, hype
wildcard - ltc
midcaps - syrup, zora, rei
stocks - glxy

spot bags in some, not all, and i will add/long at support levels
but i think moving forward just focus on strong coins w nice charts on pullbacks instead of hoping (lagging bags) catch up

also because a lot of coins have false strength even if they were very green the last few days

like what mayne said in may:
https://x.com/tradermayne/status/1920991986951340280?t=

This is an awesome opportunity to pay yourself and/or get yourself out of shitty trades/positions you might have been holding.

Underwater positions, bad trades etc can weigh on you mentally.

Sometimes you need to take advantage of the green market to cut some shit, rebalance, start fresh and clear your mind.

worthy mention - nxpc

big content updates incoming from now til mid august, which might get more players back in -> spending nxpc

botting issues have improved a lot, so we'll see if interest can continue to be sustained after

p2e's last hope

gp buyback effectiveness now at 0.002
bonk buyback effectiveness now at 0.0009

if we're using this metric, then ~2x more left for gp to run from current prices for them to match

(used current week's revenue, not complete since the week is not over)

abundance mindset

https://fxtwitter.com/0xprerich/status/1948025178786865282

Solana devs eye 66% block limit increase to 100M compute units to further boost network capacity — link | AI comment

internet native value

https://fxtwitter.com/signulll/status/1948235692175143009

An observation I have noticed is the easiest way for a project to dilute their brand image is by running a Yaps campaign as they currently incentivize low value farmers who spam AI generated posts vs attracting sticky capital and organic users.

Normalize blocking / muting these teams and calling out fake metrics to fight slop.

BitMine (NASDAQ: BMNR) surpasses $2B in ETH holdings just weeks after $250M raise. The firm now holds 566,776 ETH and aims to acquire and stake 5% of total ETH supply. — Link

deBridge ($DBR) launches Reserve Fund to buy back DBR with all protocol revenue. The Reserve Fund has acquired 1.3% of DBR’s 10B supply since June, worth nearly $3M. deBridge’s treasury totals $30.1M across DBR, USDC, SOL, and ETH. — Link