Blackrock para de vender: IBIT atrai $48M após 13 dias de queda

Bitcoin ETFs experienced a massive outflow of $265 million in the past 24 hours, marking one of the most brutal days for listed cryptocurrency products. The only positive highlight came from ETHB, BlackRock's Ethereum ETF, which managed to keep Ethereum funds in the green, but with gains too concentrated to confirm broad market rotation. This concentration of flows in a single product raises questions about the actual health of the cryptocurrency ETF market and the disproportionate influence of BlackRock. Despite initial optimism, the data shows that Ethereum's 'rescue' does not represent a sustainable recovery, but rather an isolated effect.

Tezos has officially unveiled the Etherlink 7.0 upgrade proposal, a significant update introducing the Michelson interface and Native Atomic Composability (NAC). This upgrade marks a pivotal moment in the blockchain's journey toward Tezos X, promising to revolutionize how developers interact with the platform.

With the governance vote scheduled to begin on August 3, the Tezos community is poised to approve an update that could significantly accelerate blockchain adoption. Native Atomic Composability will enable unprecedented interoperability between smart contracts, while the Michelson interface will streamline development, positioning Tezos as a leading innovative platform in the blockchain ecosystem.

U.S. spot bitcoin ETFs posted $265.4 million in net outflows on July 31, led by Blackrock's IBIT, while spot ether ETFs attracted approximately $9 million in inflows the same day. This sharp reversal in capital flow signals a significant shift in market sentiment toward digital assets.

The data indicates investors are taking profits on Bitcoin positions while showing growing interest in Ethereum. Blackrock and Fidelity leading the Bitcoin ETF outflows suggests major institutions may be adjusting their digital asset allocations. This flow trend contrasts with recent optimism surrounding Bitcoin ETF approvals and could indicate either a short-term correction or a strategic reassessment by market heavyweights.

Stablecoin giant Tether is facing a confidence crisis after contradictory financial reports. While the company announces a $1.5 billion net operating profit for Q2, primarily from Treasuries and repo activities, reserve reports reveal a negative $3.17 billion financial result for the first half of the year. The discrepancy between these figures raises serious questions about transparency and the financial health of the most widely used stablecoin in the Bitcoin and crypto ecosystem.

Detailed analysis of the data suggests Tether may have suffered a $4.2 billion loss in Q2 alone, which would have halved its safety cushion in just 90 days. This news directly impacts the stablecoin, Bitcoin, and broader crypto markets, as confidence in Tether is fundamental to the operation of exchanges and industry activities. Investors and regulators are closely monitoring developments, as the situation could have profound implications for crypto market stability and user trust in stablecoins.

Bitcoin is trading near $62,900, less than 1% above the July 31 intraday low, while Deribit has already settled approximately $9.6 billion in monthly Bitcoin options. With a short overhang valued at $1.1 billion, the market is on alert for a potential downward move if the price breaks through the $62k resistance level.

The settlement of monthly options on Deribit, which occurs at 08:00 UTC on the last Friday of each month, placed July's Bitcoin notional near $9.7 billion. This significant volume of expired options creates a volatile environment where traders will be watching for potential price movements that could be amplified by short position settlements, potentially driving Bitcoin toward the $60k range.