In September, Bitcoin ETF flows tracked closely with the bullish scenario in our model, reflecting market positioning ahead of the FOMC meeting. When the Fed delivered the expected outcome, that alignment confirmed investors had anticipated the move.
The question now is what comes next. With expectations largely priced in, the focus shifts to whether October brings fresh momentum or a pause.
In this month’s update of our ETF flow–based model, we make the case for upside in October and examine what that could mean for Bitcoin’s price trajectory.
Let’s dig into the data.
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Bitcoin’s October Outlook: Neutral Baseline, Skewed Bullish
The Takeaway
Bitcoin ETF flows tracked our bullish scenario in September, but momentum stalled after the Fed’s rate cut as investors are waiting for the next catalyst.
