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ETF Inflows Return as BTC Stabilizes Amid U.S-China Trade Sanctions

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Key Takeaways

  • Bitcoin steadied above $112,000 with ETF inflows resuming; $103 million into BTC spot ETFs, led by Fidelity’s FBTC ($133 million) while Ethereum saw a strong $236 million net inflow.
  • Gold rose nearly 1% to hit another record high at $4,179.95 per ounce as geopolitical tensions and the U.S. government shutdown persisted.
  • Total crypto market cap edged up 1% to $3.83 trillion; Fear & Greed Index slipped to 36, reflecting cautious accumulation.
  • Stablecoins had their most active quarter ever in Q3 2025 with $45 billion added to supply and $15.6 trillion in on-chain transfers, underscoring institutional demand.
  • China sanctioned five U.S.-related subsidiaries of Hanwha Ocean in retaliation to U.S. maritime tariffs, intensifying trade tensions.

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