
Back at the daily updates, refreshed (but slightly sad) from a month in Bali! Straight into it, because the market didn't take a break. Bitcoin ETF flows just flipped. US spot ETFs recorded US$197M in net inflows last week, ending an 8-week outflow streak. @BlackRock's IBIT pulled in US$292M alone. @ethereum ETFs also turned positive with US$84M. BTC held above US$62,000 through a week of real macro stress, with oil up 4-5% on Middle East escalation. Resilience under pressure is the story, not the headline risk. The institutional build-out continues. @circle secured federal trust bank approval for USDC custody. The UK launched a £33B tokenisation taskforce with BlackRock, @GoldmanSachs and @jpmorgan. SBI and @solana are building Japan's first regulated on-chain market. The takeaway: flows are turning, custody is being formalised, and tokenisation is moving into national policy. Institutions are not just trading crypto; they are building on it. @btcmarkets

