Provisional figures come from days that have closed but whose inputs, such as the quoted price or a company's latest filing, can still be revised; the linked chart always shows the current value.
US spot ETFs
The US spot bitcoin ETFs whose daily holdings files we read took in a net 4,582 BTC in July, over the 22 trading days in our data. Together they held 792,924 BTC on 31 Jul; the funds we read all month went from 788,342 BTC to 792,924 BTC (+0.6%).
The biggest day was 6 Jul, with +3,802 BTC; the heaviest outflow came on 1 Jul, at −4,219 BTC; by fund, IBIT took in 2,857 BTC, ARKB took in 1,345 BTC and EZBC gave up 29.8 BTC.
The US spot ether ETFs whose daily holdings files we read took in a net 220,974 ETH in July, over the 22 trading days in our data. Together they held 3.28M ETH on 31 Jul; the funds we read all month went from 3.06M ETH to 3.28M ETH (+7.2%).
The biggest day was 14 Jul, with +31,101 ETH; the heaviest outflow came on 24 Jul, at −28,356 ETH; by fund, ETHA took in 209,820 ETH, ETHB took in 12,336 ETH, TETH gave up 804 ETH and ETHV gave up 374 ETH.
- Bitcoin ETF net flow22 trading days, funds we read daily
- +4,582 BTC
- Bitcoin ETF holdings31 Jul
- 792,924 BTC
- Ether ETF net flow22 trading days, funds we read daily
- +220,974 ETH
- Ether ETF holdings31 Jul
- 3.28M ETH
Treasury companies
ProvisionalCompanies that file with the US SEC cut their bitcoin by a net 2,296 BTC in July, by the holdings they reported, and ended the month with 1.18M BTC. With the ETFs we read, funds and companies absorbed 2,286 BTC, 0.2 times what was mined.
Companies that file with the US SEC added a net 87,374 ETH in July, by the holdings they reported, and ended the month with 7.06M ETH.
How the buying is paid for: over the four quarters they had reported by the end of July, bitcoin treasury companies raised $27.8B, $15.5B from common stock and $12.3B from preferred stock.
- Bitcoin minedour own node
- 13,566 BTC
- Company bitcoin holdingsSEC filers, as reported
- 1.18M BTC−2,296 BTC
- Company ether holdingsSEC filers, as reported
- 7.06M ETH+87,374 ETH
- Raised by bitcoin treasury companieslast four reported quarters
- $27.8B
CME futures positioning
On CME bitcoin futures, in the last CFTC report dated in July (28 Jul), asset managers were net long 11,284 BTC, from net long 9,917 BTC on 30 Jun; leveraged funds were net short 34,321 BTC, from net short 27,083 BTC on 30 Jun; dealers were net long 19,568 BTC, from net long 22,559 BTC on 30 Jun.
On CME ether futures, in the last CFTC report dated in July (28 Jul), asset managers were net short 174,175 ETH, from net short 152,742 ETH on 30 Jun; leveraged funds were net short 284,946 ETH, from net short 246,338 ETH on 30 Jun; dealers were net long 452,134 ETH, from net long 406,913 ETH on 30 Jun.
The CFTC publishes these positions each Friday for the Tuesday before. Asset managers are funds that mostly hold futures alongside other assets; leveraged funds include hedge funds running basis trades, which pair short futures with long ETF or spot positions.
- CME bitcoin, asset managers net
- +11,284 BTC+1,367 BTC
- CME bitcoin, leveraged funds net
- −34,321 BTC−7,237 BTC
- CME bitcoin, dealers net
- +19,568 BTC−2,991 BTC
- CME ether, asset managers net
- −174,175 ETH−21,432 ETH
- CME ether, leveraged funds net
- −284,946 ETH−38,608 ETH
- CME ether, dealers net
- +452,134 ETH+45,221 ETH
Prices
ProvisionalBitcoin closed July at $62,822, up 7.3% on the month; Ether closed July at $1,863, up 18.5% on the month.
- Bitcoin month close
- $62,822+7.3%
- Ether month close
- $1,863+18.5%
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How this report is made
CryptoKeyhole Monthly is written automatically after each month closes, from the charts CryptoKeyhole publishes: the US spot ETF issuers' own daily holdings files, the filings of companies that report to the US SEC, the CFTC's weekly positioning reports, and our own Bitcoin and Ethereum nodes and market data. No one edits the figures, and each sentence only restates them.
A month runs from its first day to its last, UTC. ETF flows are the sum of the funds' daily flows on the month's US trading days, for the funds whose issuers' daily files we read; a fund that joins our coverage counts from that day. Company holdings change in steps when filings arrive, so a month counts the reports dated in it. Futures positions compare the last CFTC report dated in the month with the last of the month before. Each linked chart explains its source and calculation.
The sentences describe the month's data and make no forecasts.