The post Crypto recovery remains slow despite global liquidity boost: Wintermute appeared com. Global liquidity is rising, stocks are soaring, and interest rates are falling but crypto markets are not bouncing back. Wintermute says why. Summary Wintermute reports that crypto is underperforming despite global liquidity expansion and rate cuts. The report says liquidity is flowing into equities, AI, and prediction markets, not crypto. Wintermute says the four-year Bitcoin halving cycle no longer explains price movements. Recovery depends on renewed ETF inflows and institutional activity in DAT markets. Despite a favorable macroeconomic environment, the cryptocurrency market continues to underperform other risk assets, according to Wintermute’s latest market update dated Nov. 3. The report highlights that although global liquidity is expanding with central banks cutting interest rates, ending quantitative tightening (QT), and stock markets sitting near all-time highs, capital is not flowing into crypto markets at the same pace. Wintermute attributes this underperformance to a redirection of liquidity. While financial conditions have improved globally, the inflows are primarily targeting equities, artificial intelligence (AI) sectors, and prediction markets. In contrast, ETF inflows and Digital Asset Treasury (DAT) activity, which were key drivers of crypto growth earlier in the year, have largely stalled. “The tap isn’t off, it’s just pointed somewhere else,” the report noted. Stablecoin supply remains the only inflow metric showing growth, with over $100 billion added year-to-date. Meanwhile, Bitcoin ETF assets under management have stagnated around $150 billion, and secondary DAT volumes have plummeted. Market data reinforces this slowdown. BTC (BTC) and ETH (ETH) have both been range-bound, with Bitcoin hovering near $101,000 and Ethereum around $3,300. The broader market also suffered heavy losses last week gaming, layer-2s, and meme coins recording double-digit drops. Wintermute says four-year Bitcoin cycle is dead Wintermute also argues that the traditional four-year Bitcoin cycle theory is no longer relevant. The firm believes that price performance in mature markets.
Tag: Bitcoin ETF
The post BlackRock Expands Bitcocom. Bitcoin The world’s largest asset manager is extending its crypto footprint to Australia, introducing a Bitcoin ETF that signals deepening institutional adoption of digital assets. Key Takeaways: BlackRock’s i iShares Bitcoin ETF (IBIT) is expected to debut later this month, offering local investors direct exposure to Bitcoin through a regulated framework. The new ETF comes after IBIT’s record-setting rise in the United States, where the fund accumulated over $98 billion in assets under management within two years and generated more than $240 million in annual fees. The move marks a major expansion of BlackRock’s crypto strategy, signaling confidence in Bitcoin’s role as a core institutional asset. According to Tamara Stats, who oversees institutional client business for BlackRock Australasia, the launch reflects both market maturity and investor demand. “Institutions increasingly view Bitcoin as a complementary asset within diversified portfolios,” she explained, adding that the ETF’s arrival offers a “familiar and transparent” way to gain exposure. JUST IN: $13 TRILLION ASSET GIANT BLACKROCK HAS ANNOUNCED PLANS TO LAUNCH A BITCOIN ETF IN AUSTRALIA. BTC IS TAKING OVER THE GLOBAL FINANCIAL MARKETS. 🔥 pic. twitter. com/9YjaUtin67 Defcon7 (@Defcon7_) November 4, 2025 Expanding ETF Options Beyond Crypto While the Bitcoin ETF draws the headlines, BlackRock is simultaneously broadening its traditional investment lineup in Australia. The firm recently unveiled plans for the iShares Core Global Aggregate.
Speaking to Bloomberg, CEO Magda Wierzycka acknowledged the strong inflows into Sygnia’s recently launched Bitcoin ETF, yet stressed that the [.] The post Bitcoin ETF Surge Prompts Warning From $20B Asset Manager appeared first on Coindoo.