The episode reviews US spot Bitcoin ETF flows for Oct 26â”31, highlighting a major Friday outflow of about $643M that exceeded the weekâs four inflow days combined (Mon ~$110M, Tue ~$176M, Wed ~$137M, Thu ~$17M), with five funds posting outflows, seven at zero, and none taking in new money. The host distinguishes between confirmed flow data and interpretations, suggesting either short-term positioning unwound ahead of key events or longer-term rebalancing. Looking to the week of Nov 2, it outlines the macro calendar in UTC with local times: ISM Manufacturing on Monday, US midterm elections and the RBA decision Tuesday, the Bank of England decision Thursday, and Fridayâs US jobs report (payrolls ~50â”55K, unemployment 4.2%) as the most important driver via yields and the dollar. Three
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