11 May 2026
BTC Clears First Supply as Agentic Payments Move Into Production
Blueprint - Regime, Flows & Macro Context, Continued... ETF demand improved versus the prior week, but the recovery was still uneven. BTC spot ETFs posted +$631.6M of weekly net inflows, materially above the prior week’s +$162.8M, but the structure was front-loaded: Monday and Tuesday contributed +$999.6M, Wednesday slowed to +$46.2M, and Thursday/Friday gave back -$414.2M. ETH ETFs flipped back…
