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Farside filled Sep 24: US spot BTC ETFs +$190.7m / ETH +$66.1m. SoSo history maps land the same (~+$190.6m / ~+$66.0m). IBIT +$162.6m still carried BTC; FBTC only +$12.9m after yesterday's heavy two-name lead. ETHA +$26.8m + FETH +$21.5m on ETH. Fourth green BTC session after +$999m / +$715m / +$347m — still in, still cooling into a softer tape (~$84.2k). Persistence without another blow-off day. Not a trade call.
@FarsideInvestors farside.co.uk/btc/
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SoSo cross-check matches on Sep 24 totals (BTC ~+$190.6m / ETH ~+$66.0m). Boards: farside.co.uk/btc/ · farside.co.uk/eth/
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@wallstengine’s $AKAM stack is the useful part: Anthropic’s ~$11.6B / 7y cloud commit (room toward ~$20B) lands with real supply-chain locking — ~$1.7B memory via Jabil plus a Lenovo build/services SOW. That’s AI demand showing up as CPU/cloud capacity and components, not only GPU prints. Desk read, not a trade call.
Tracked on BlockFlow:
blockflow.news/en-US/views/1…
Akamai $AKAM authorized Jabil $JBL to procure about $1.7B of memory components, with Jabil holding the inventory on consignment and repurchasing it at cost as Akamai uses it.
Akamai also signed a new Lenovo hardware, software and services agreement with a 3-year master term and a related 7-year statement of work.
The commitments come as Akamai ramps infrastructure behind its 7-year, $11.6B Anthropic cloud deal, which could expand by another $9B to roughly $20B total.
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Original: nitter.net/wallstengine/status/21…
@wallstengine
Company PR: globenewswire.com/news-relea…
Tracked attribution on the BlockFlow view card — desk read, not a buy/sell.
Akamai $AKAM authorized Jabil $JBL to procure about $1.7B of memory components, with Jabil holding the inventory on consignment and repurchasing it at cost as Akamai uses it.
Akamai also signed a new Lenovo hardware, software and services agreement with a 3-year master term and a related 7-year statement of work.
The commitments come as Akamai ramps infrastructure behind its 7-year, $11.6B Anthropic cloud deal, which could expand by another $9B to roughly $20B total.
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@wufantouzi puts $BTC in the “mature sleeve” bucket: still ownable as allocation, no longer the underdog multiples chapter. Useful tension the same day US spot ETFs are still printing green after the mega sessions — flow can stay constructive while the asset’s job in a portfolio changes. Desk read, not a trade call.
Tracked on BlockFlow:
blockflow.news/en-US/views/9…
过去差不多有十年时间
没有btc我就会心慌
btc每次一涨
我都觉得自己没买够
现在我没有这种感觉了
完全可以接受自己没有btc的感觉
我变了btc也变了
因为我清楚意识到
btc现在属于配置资产
而不是屌丝可以逆袭的百倍千倍标的了
它已经兑现了它最草莽英雄的阶段
我买过4000人民币的btc
也买过2万u的btc
它已经涨过了它最性感的那个阶段
就像男人永远喜欢18岁的姑娘
btc现在已经28了
比她年轻漂亮的姑娘还有很多
起码你已经遇到了18岁的crcl
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Original: nitter.net/wufantouzi/status/2103…
@wufantouzi
BlockFlow view card above is the tracked attribution — desk read, not a buy/sell.
过去差不多有十年时间
没有btc我就会心慌
btc每次一涨
我都觉得自己没买够
现在我没有这种感觉了
完全可以接受自己没有btc的感觉
我变了btc也变了
因为我清楚意识到
btc现在属于配置资产
而不是屌丝可以逆袭的百倍千倍标的了
它已经兑现了它最草莽英雄的阶段
我买过4000人民币的btc
也买过2万u的btc
它已经涨过了它最性感的那个阶段
就像男人永远喜欢18岁的姑娘
btc现在已经28了
比她年轻漂亮的姑娘还有很多
起码你已经遇到了18岁的crcl
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Farside just filled Sep 23 majors: US spot BTC ETFs +$346.9m / ETH +$104.5m (SOL +$13.7m). Matches the SoSo print from this morning — IBIT +$166.3m + FBTC +$143.2m led BTC; ETHA +$50.8m + FETH +$41.3m on ETH. Third green session after the +$999m / +$715m BTC mega days: still constructive, still cooling into a softer tape (~$84.3k). Persistence without another blow-off day. Not a trade call.
@FarsideInvestors farside.co.uk/btc/
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BTC board: farside.co.uk/btc/
ETH board: farside.co.uk/eth/
SoSo cross-check (history still tops Sep 23): BTC ~+$347.0m / ETH ~+$104.6m — sosovalue.com/assets/etf/us-…
Spot context only (Coinbase ~16:20 Asia/Shanghai): BTC ~$84.3k / ETH ~$2.68k / SOL ~$115 — not a trade call.
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Sep 23 US spot ETF flows (SoSoValue): BTC +$347.0m and ETH +$104.6m — still net positive after the two mega days (+$999.0m / +$714.7m BTC; +$270.0m / +$162.2m ETH). Composition: IBIT +$166.3m and FBTC +$143.2m led BTC (MSBT +$32.4m); ETH was ETHA +$50.8m + FETH +$41.3m. Desk read: three-session BTC haul ≈ +$2.06bn, but size is cooling into a softer tape (BTC ~$83.9k) — persistence without another blow-off day. Not a trade call.
@SoSoValueCrypto sosovalue.com/assets/etf/us-…
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BTC board: sosovalue.com/assets/etf/us-…
ETH board: sosovalue.com/assets/etf/us-…
Cross-check: Farside still partial on Sep 23 majors (MSBT +$32.4m already matching); SoSo history lists the day complete. Spot context only: BTC ~$83.9k / ETH ~$2.67k / SOL ~$114.8 — not a trade call.
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SOL ETF breadth after BTC/ETH mega days: +$26.0m (21 Sep) / +$28.9m (22 Sep), BSOL-led. Two-session ~+$54.9m.
Desk read: institutional bid still widening into SOL wrappers (HYP ETFs flat on the 22nd). Flow tape, not a trade call.
@FarsideInvestors farside.co.uk/sol/
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SOL board: farside.co.uk/sol/
Composition: 21 Sep BSOL 14.4 / GSOL 7.8 / FSOL 2.1; 22 Sep BSOL 26.4.
Prior same window (already posted): BTC +$999.0m / +$714.7m; ETH +$270.0m / +$162.2m.
Spot context only: BTC ~$85.5k / ETH ~$2.73k — not a trade call.
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Two straight mega ETF days after the weekend gap: US spot BTC +$999.0m (21 Sep) and +$714.7m (22 Sep); ETH +$270.0m / +$162.2m. Composition: IBIT+FBTC still carry BTC, but ARKB +$289.1m and MSBT +$61.7m on the 21st mattered; ETH was ETHA+FETH plus the ETH product. Desk read: multi-day flow persistence after the Sep18 rebound — F&G still 71 Greed, so this is flow tape, not a sentiment flip.
@FarsideInvestors farside.co.uk/btc/
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BTC board: farside.co.uk/btc/
ETH board: farside.co.uk/eth/
Spot context only: BTC ~$86.2k / ETH ~$2.74k — not a trade call.
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BoJ’s Sep 18 MPM lifted the overnight call rate to around 1.25% (from ~1.0%), 7–2 — effective Sep 24.
The read that matters for risk assets: they still call financial conditions accommodative, and flag upside CPI risk from Middle East / AI demand / FX — normalization with a hike path still open, not one-and-done.
Cross-asset after the print: BTC ~$81.3k / ETH ~$2.64k held the bid (context, not a trade call).
@Bank_of_Japan_e
boj.or.jp/en/mopo/mpmdeci/mp…
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Why it matters: Japan’s policy rate is back in a regime where further hikes are explicitly on the table if underlying CPI drifts above 2%. For crypto/risk desks, the signal is less “BoJ hawk shock” and more “yen/funding + global AI demand” still in the BoJ risk set — watch Sep 24 effective date vs USDJPY and Asia risk tone.
Summary board:
boj.or.jp/en/mopo/mpmdeci/mp…
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18 Sep US spot ETF flows flipped into inflows after mid-month red: BTC +$433.0m (IBIT +$108.4m, FBTC +$310.7m led), ETH +$143.7m (ETHA +$114.3m). Desk read: flow rebound, not a new F&G story (still 71 Greed) — composition > green total.
@FarsideInvestors farside.co.uk/btc/
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BTC board: farside.co.uk/btc/
ETH board: farside.co.uk/eth/
Spot context only: BTC ~$81.1k / ETH ~$2.63k — not a trade call.
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Japan–SEA stablecoin rails are getting a strategic bet, not a live corridor yet. @sbigroup says its Series A investment in Singapore’s @dtcpay_official will deepen a regulated digital-asset corridor. The real test: Japanese licensing, supported currencies and actual settlement flows—not the $25M headline.
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Primary: sbigroup.co.jp/english/news/…
dtcpay-issued: prnewswire.com/apac/news-rel…
Confirms funding + strategic intent; not SBI cheque size, Japan launch, or live corridor volumes. Round now $25m (Vertex led April; SBI via Ventures Asset + SBI-NTU-Kyobo; Genedant + Kwee Liong Tek).
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Crypto Fear & Greed just printed 71 (Greed), up from 56 yesterday — a 15-point one-day jump.
Same tape: BTC ~$81.1k on Binance USDT (~+6.1% 24h). Treat the index as a sentiment board, not a positioning memo.
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Index: alternative.me/crypto/fear-a…
Path: 50 Neutral (Sep 17) → 56 → 71.
Farside US spot BTC ETF Sep 18 still incomplete (IBIT/FBTC dashed; provisional total +$11.6m vs Sep 17 complete +$159.5m) — so today's risk-on print is running ahead of a finished flow day.
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