[Midnight News Brief] U.S. Bitcoin Spot ETF net inflow of $532 million, continuous 3-day capital inflow

U.S. Bitcoin spot ETFs recorded a total net inflow of $532 million on May 4th (Eastern Time), marking three consecutive days of capital inflows.

According to Odaily, based on SoSoValue statistics, the product with the largest net inflow on the day was BlackRock’s IBIT, with an inflow of $335 million. Fidelity’s FBTC also recorded a net inflow of $185 million.

As of now, IBIT’s cumulative net inflow is $662 million, while FBTC’s cumulative net inflow is $112.67 billion.

The total net asset value of Bitcoin spot ETFs is $106.436 billion, accounting for 6.65% of Bitcoin’s total market capitalization. The historical cumulative net inflow is $59.25 billion.

According to PANews on the 5th, citing Lookonchain data, U.S. spot Bitcoin ETFs recorded a net inflow of 6,668 BTC, and Ethereum ETFs recorded a net inflow of 26,480 ETH.

Media reports said that on the same day, Solana ETFs also recorded a net inflow of 41,170 SOL. Institutional capital inflows are supporting investment demand for Bitcoin, Ethereum, and Solana.

Ethereum spot ETFs recorded a total net inflow of $61.2881 million on May 4th (Eastern Time).

According to Odaily, based on SoSoValue statistics, BlackRock’s ETHA had the largest net inflow, at $54.828 million. Fidelity’s FETH recorded a net inflow of $6.4601 million.

As of now, ETHA’s cumulative net outflow is $45.2852 million, and FETH’s cumulative net inflow is $22.96 billion.

The total net asset value of Ethereum spot ETFs is $13.972 billion, equivalent to 4.93% of Ethereum’s total market capitalization. The historical cumulative net inflow is $12.077 billion.

President Trump warned that if Iran attacks U.S. ships, Iran will “disappear from the face of the Earth.”

According to Odaily, President Trump’s remarks issued a firm warning to Iran.

The statement once again highlights the tense situation in the Middle East and may add pressure factors to global financial markets and risk-asset investment sentiment, such as cryptocurrencies.

Brent crude jumped 7% after Iran’s attack on the United Arab Emirates (UAE), to $120 per barrel.

Watcher.Guru relayed the news of the oil price surge via the X platform. Analysts believe this is the result of intensifying military tensions in the Middle East, which has amplified concerns about potential disruptions to oil supply.

A rise in international oil prices may come with inflationary pressure, boosting overall risk-off sentiment in global financial markets. Especially when energy prices become more volatile, it could put pressure on risk-asset markets, including the market for virtual assets.

According to Odaily, the 30-year U.S. Treasury yield first broke above 5% since last July, and in the early part of this week it has still been fluctuating around 5%, with pressure in the bond market continuing.

The market views this level as a major turning point and is closely watching whether it will rise further. This round of selling stems from market concerns that the possible blockade of the Strait of Hormuz could fuel inflation and reduce the magnitude of interest-rate cuts. In addition, markets are also wary that increased corporate investment in artificial intelligence (AI) may push up prices in the short term.

According to Odaily, citing Bitcoin News, the net holdings of long-term Bitcoin holders increased by 331,000 BTC.

In dollar terms, this is on the order of $26.7 billion.

An expansion in net buying by long-term holders is often interpreted as a reduction in the supply available for sale in the market, so it is seen as a positive signal for Bitcoin’s supply-and-demand fundamentals.

Swiss exchange and financial market infrastructure operator SIX has obtained approval from the Swiss Financial Market Supervisory Authority (FINMA) to provide cryptocurrency custody services.

According to panewslab.com, SIX plans to integrate the previously independently operated digital central securities depository into its core subsidiary, SIX SIS AG. As a result, financial institutions will be able to jointly manage stocks, bonds, and crypto assets within the same regulatory framework.

SIX said the integration will improve operational efficiency and legal certainty, and build a unified gateway connecting traditional finance and digital asset markets. Market sentiment views this move as a sign of the maturity of regulated digital-asset infrastructure, which may add momentum for institutions to expand adoption of cryptocurrencies.

According to PANews, Securitize has received approval from the Financial Industry Regulatory Authority (FINRA) through its subsidiary Securitize Markets, enabling it to expand custody services for tokenized securities within the existing securities brokerage system.

The approval allows Securitize to participate in the custody of tokenized securities, on-chain atomic swaps, clearing and settlement between tokenized securities and stablecoins, as well as underwriting and sales for primary and secondary offerings of tokenized securities.

Previously, Securitize expanded its business into an asset tokenization platform, which was seen as an effort to broaden its tokenized-securities-related services within traditional securities infrastructure.

Haun Ventures has completed fundraising for a new fund with a size of $1 billion, which will be allocated evenly between early-stage and late-stage investments.

On the 5th, PANews cited CoinTelegraph to report that Haun Ventures, a venture capital firm founded by cryptocurrency investor Katie Haun, has raised new funding. The fund will focus on investing in startups in the cryptocurrency, artificial intelligence (AI), and alternative assets sectors.

Katie Haun previously served as a partner at Andreessen Horowitz and founded Haun Ventures in 2022.