VL
Viktor Lund
Former quant at a Zurich-based digital asset fund. Now publishes on-chain research notes that read like Bloomberg terminal dispatches. Lets data do the talking and treats opinions as noise.
50 articlesTechnical & Precise
bitcoinonchainmarketsminingetf
Articles by Viktor Lund
Sep 4, 2026
Bitcoin and Ethereum ETFs just pulled in $900M. The flow data reveals who's really buying.
US spot Bitcoin and Ethereum ETFs recorded their best week since April, with nearly $900 million in combined inflows on Sept. 3. BlackRock brought in 62% of Bitcoin flows. This isn't retail FOMO. It's institutional conviction with a concentrated footprint.
Sep 4, 2026
Bitcoin's $81K rally just got $730 million in real buying. The options market hasn't caught up
Bitcoin crossed $81,000 on Thursday, but the rally's fuel has changed. After a short-squeeze push, spot ETF inflows hit $730.9 million and trading volume spiked 3-4x. Yet options traders are still pricing consolidation, not breakout. That disconnect is the real story.
