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 2,436 BTC in October, over the 22 trading days in our data. Together they held 1.07M BTC on 30 Oct; the funds we read all month went from 850,334 BTC to 855,576 BTC (+0.6%).
The biggest day was 19 Oct, with +8,128 BTC; the heaviest outflow came on 30 Oct, at −7,724 BTC; by fund, IBIT took in 10,784 BTC, ARKB gave up 5,483 BTC and FBTC gave up 2,587 BTC.
EZBC, BITB, BTCO and FBTC joined our daily coverage from 21 Oct, so their flows count from then and their holdings are not part of the month's change.
The US spot ether ETFs whose daily holdings files we read gave up a net 581,089 ETH in October, over the 22 trading days in our data. Together they held 4.30M ETH on 30 Oct; the funds we read all month went from 4.18M ETH to 3.57M ETH (−14.6%).
The biggest day was 23 Oct, with +1,531 ETH; the heaviest outflow came on 6 Oct, at −76,283 ETH; by fund, FETH took in 28,576 ETH, ETHA gave up 580,145 ETH and ETHB gave up 22,535 ETH.
EZET, ETHW, FETH and QETH joined our daily coverage from 21 Oct, so their flows count from then and their holdings are not part of the month's change.
- Bitcoin ETF net flow22 trading days, funds we read daily
- +2,436 BTC
- Bitcoin ETF holdings30 Oct
- 1.07M BTC
- Ether ETF net flow22 trading days, funds we read daily
- −581,089 ETH
- Ether ETF holdings30 Oct
- 4.30M ETH
Treasury companies
ProvisionalCompanies that file with the US SEC added a net 16,078 BTC in October, by the holdings they reported, and ended the month with 1.20M BTC. Miners produced 14,603 BTC in the same days, so the companies took 1.1 times the new supply. With the ETFs we read, funds and companies absorbed 18,514 BTC, 1.3 times what was mined.
Companies that file with the US SEC added a net 50,631 ETH in October, by the holdings they reported, and ended the month with 7.34M ETH.
How the buying is paid for: over the four quarters they had reported by the end of October, bitcoin treasury companies raised $28.5B, $18.7B from common stock and $9.83B from preferred stock.
- Bitcoin minedour own node
- 14,603 BTC
- Company bitcoin holdingsSEC filers, as reported
- 1.20M BTC+16,078 BTC
- Company ether holdingsSEC filers, as reported
- 7.34M ETH+50,631 ETH
- Raised by bitcoin treasury companieslast four reported quarters
- $28.5B
CME futures positioning
On CME bitcoin futures, in the last CFTC report dated in October (27 Oct), asset managers were net long 13,838 BTC, from net long 18,069 BTC on 29 Sep; leveraged funds were net short 21,641 BTC, from net short 35,720 BTC on 29 Sep; dealers were net long 6,622 BTC, from net long 13,500 BTC on 29 Sep.
On CME ether futures, in the last CFTC report dated in October (27 Oct), asset managers were net short 59,292 ETH, from net short 60,051 ETH on 29 Sep; leveraged funds were net short 219,785 ETH, from net short 420,197 ETH on 29 Sep; dealers were net long 344,861 ETH, from net long 495,254 ETH on 29 Sep.
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
- +13,838 BTC−4,231 BTC
- CME bitcoin, leveraged funds net
- −21,641 BTC+14,079 BTC
- CME bitcoin, dealers net
- +6,622 BTC−6,877 BTC
- CME ether, asset managers net
- −59,292 ETH+759 ETH
- CME ether, leveraged funds net
- −219,785 ETH+200,412 ETH
- CME ether, dealers net
- +344,861 ETH−150,394 ETH
Prices
ProvisionalBitcoin closed October at $77,469, down 7.3% on the month; Ether closed October at $2,256, down 16.0% on the month.
- Bitcoin month close
- $77,469−7.3%
- Ether month close
- $2,256−16.0%
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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.