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- Bitcoin stays in focus as ETF outflows hit, options expiry drives swings, and top investors back BTC
Bitcoin stays in focus as ETF outflows hit, options expiry drives swings, and top investors back BTC
Spot ETFs saw heavy outflows and options expiry heightened volatility. Cathie Wood reaffirmed a BTC-first view while debate over Bitcoin versus stocks in the AI era intensified.
Joe G & Money Talks
September 28, 2025 • Estimated Reading Time: 5 minutes
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What we will talk about today...
Cathie Wood picks Bitcoin over Ethereum
Options expiry drives Bitcoin and Ether price jolts
Bitcoin spot ETFs post 903 million dollars in net outflows
Stocks vs Bitcoin in the AI era
Ark Invest’s Cathie Wood says Bitcoin is the stronger bet, while still holding ETH exposure.
[Preference]: Wood calls Bitcoin “the global monetary system,” citing security and longevity.
[Security claim]: Bitcoin’s base layer has never been hacked, which she contrasts with other chains.
[ETH role]: Ethereum remains key for DeFi and Layer 2 activity, so ARK also holds ETH.
“Bitcoin is the global monetary system.”
“Layer 2s like Base are taking a disproportionate share of fees, which can elevate Layer 1.”
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Options expiry drives Bitcoin and Ether price jolts
Large BTC and ETH option expiries often trigger sharp moves as traders rebalance into the event.
[Volatility window]: Expiry clusters raise volumes and slippage as positions are closed or rolled.
[Sentiment gauge]: Put call ratio above 1 signals bearish positioning, below 1 signals bullish bias.
[Gravity point]: Prices tend to drift toward max pain where the most options expire worthless.
“Deribit processed over 14.6 billion dollars of BTC and ETH expiries in August 2025, the year’s largest.”
“Monthly expiries often land on the last Friday at 08:00 UTC.”
Bitcoin spot ETFs post 903 million dollars in net outflows
A four week inflow streak ended with heavy redemptions into Sept 22 to 26.
[Flow hit]: Bitcoin ETFs saw 903 million dollars leave, with total BTC ETF assets near 143 billion dollars.
[ETH impact]: Ethereum spot ETFs saw 796 million dollars in weekly outflows.
[Price levels]: BTC traded near 109,000 dollars, with the 200 day EMA around 106,200 as key support.
“Weekly net outflows hit 903 million dollars.”
“The stability of Bitcoin above 106,000 to 108,000 dollars will be critical.”
Stocks vs Bitcoin in the AI era
Analysts split on the next 50 years, with adaptation and monetary properties under review.
[Stocks case]: Broad indexes delivered about 7 to 10 percent real annualized returns over decades. Survivors adapt to AI.
[Bitcoin case]: Fixed supply of 21 million and neutrality support a store of value thesis. Performance has outpaced indexes.
[Risk notes]: Regulation, scalability and quantum risks exist for Bitcoin, while listed firms face AI driven disruption.
“AI is speeding up innovation cycles, making public companies inefficient investment vehicles.”
“Bitcoin’s edge grows as decentralized finance attracts capital.”
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This article is not financial advice. Market conditions can change rapidly, and past performance does not guarantee future results