Bitcoin a US$110K: Como os ETFs de Wall Street Esmagaram os Vendedores a Descoberto

O Raio de US$110K
Em 3 de junho de 2025, os mercados ficaram vermelhos quando o Bitcoin atingiu US\(110.000 - movimento alimentado por US\)2,7 bilhões em influxos de ETFs que liquidaram posições curtas em horas.
Fato crucial: Traders da CME chamaram isso de “ataque preciso usando ETFs como bombardeiros stealth”.
Ventos Políticos e Munição Institucional
A mudança do Fed para políticas mais brandas preparou o cenário. Com inflação PCE em 2,52% em maio de 2025, o ETF de Bitcoin da BlackRock registrou influxos diários de US\(303 milhões. O fundo soberano da Noruega acumulou silenciosamente 42 mil BTC (US\)4,6 bi), enquanto o GENIUS Act de Trump vinculou stablecoins a títulos do Tesouro americano - transformando criptomoedas em nova alavanca da hegemonia do dólar.
Minha análise: Quando estados-nação entram no jogo, suas chaves privadas não importam.
Anatomia de um Short Squeeze
Os ETFs exploraram três vulnerabilidades:
- Emboscada de liquidez: Market makers comprimiram spreads para 0,01%, engolindo ordens de venda.
- Domando volatilidade: Fundos do S&P 500 usaram BTC como proteção.
- Armadilha técnica: Acumulação de 18K BTC formou uma cruz dourada que disparou compras algorítmicas.
Dado crucial: O Índice Medo & Ganância saltou de 39 para 73 em 48 horas enquanto US$572 milhões em posições curtas implodiam.
Leste vs Oeste: A Divisão nos Mercados
- Ásia: Pequenos investidores buscaram alavancagem de 125x na Binance com memecoins MAGA.
- Wall Street: BlackRock usou ações de ETF como colateral para vender puts - efetivamente mantendo BTC sem custo.
Ironia: Endereços ativos caíram 17% durante a alta. ETFs estão sugando liquidez como aspiradores digitais.
QuantGhost
Comentário popular (12)

When ETFs Go Hunting
Watching $2.7B in institutional money crush Bitcoin shorts was like seeing Godzilla stomp on a LEGO castle. Those CME traders weren’t wrong - BlackRock’s ETFs really are the stealth bombers of finance.
The Irony Department
Active addresses dropped 17% during the rally? So much for decentralization - turns out Satoshi’s dream is just Wall Street remixing his white paper into a hedge fund lullaby.
Short Sellers’ Epitaph
RIP to the $572M in shorts that got liquidated. Your sacrifice taught us one thing: when nation-states start hodling, maybe we should too.
Drop your hot takes below - is this rally sustainable or are we all just extras in Larry Fink’s financial fanfiction?

When ETFs Attack!
Wall Street just turned Bitcoin into their latest financial weapon - \(2.7B ETF inflows smashed through \)110K like the Kool-Aid Man through drywall. Short sellers? More like toast sellers now.
The Irony is Delicious
Trump tweets ‘Don’t Sell!’ while institutions quietly hoard 42K BTC. Satoshi’s decentralized dream? More like ‘How I Learned to Stop Worrying and Love the Financial Machine’.
Pro Tip for Next Time
When BlackRock starts collateralizing ETF shares to sell puts, maybe don’t bet against the house? Just saying…
Who else thinks we’re all just extras in Wall Street’s crypto blockbuster? Drop your conspiracy theories below!

When Wall Street Brings the Pain
That moment when Bitcoin’s \(110K surge turned short sellers into roadkill - courtesy of Wall Street's \)2.7B ETF bulldozer. CME traders weren’t wrong calling this a ‘precision strike’ - more like financial napalm!
The Irony is Delicious
Active addresses dropped 17% during the rally? ETFs are vacuuming up liquidity faster than my ex sucked up my crypto gains. And Trump tweeting “Don’t Sell!”? Classic pump-and-dump - Washington style.
Pro Tip for Next Time
When nation-states start hodling harder than your average crypto bro, maybe it’s time to reconsider those leverage positions. Just saying.
Who else thinks Larry Fink might be Satoshi’s evil twin? Drop your conspiracy theories below!

🤯 ¡Los ETFs arrasaron como toros en San Fermín!
Cuando Bitcoin rompió los \(110K, los vendedores en corto quedaron más secos que el desierto de Almería. \)2.7 mil millones en ETFs entrando como una avalancha… ¿El resultado? Cortocircuitos en las carteras de los ‘bears’.
Dato friki: ¡Hasta el índice Miedo & Codicia se volvió loco (de 39 a 73 en 48h)! Como cuando abren las rebajas en El Corte Inglés pero con más llantos.
🏦 Wall Street vs. Satoshi: La ironía
Mientras Asia hacía yolo con apalancamiento 125x (¡más riesgo que un torero novato!), BlackRock usaba Bitcoin como colateral… básicamente hodleando gratis. ¿El karma? Direcciones activas bajaron un 17%. ETFs = aspiradora de liquidez.
👉 Y tú, ¿te subiste al toro o te pisotearon? #BitcoinRodeo

When ETFs Become Financial WMDs
That moment when BlackRock turns Bitcoin into their personal short-squeeze playground - dropping $2.7B like an institutional bunker buster on leverage traders. CME veterans weren’t kidding about “ETF stealth bombers”!
Irony Alert: Trump tweets “Don’t Sell!” while his buddies quietly scoop 32K BTC. Meanwhile Norway’s sovereign fund is out here playing 4D chess with $4.6B in cold storage. Guess “not your keys” doesn’t apply when nation-states start HODLing.
Pro tip: Next time Larry Fink predicts $700K BTC prices, check if capital actually touches DeFi… or just gets vacuum-sealed into ETFs forever. Cue Satoshi rolling in his anonymous grave.
Thoughts? Is this financial innovation… or just Wall Street’s hostile takeover of crypto? 🔥

¡Vaya toro! Wall Street ha convertido el mercado de Bitcoin en su propia corrida, y los ‘cortos’ son los toros… pero sin capote.
Con un ETF que inyectó $2.7B y Trump twitteando “Don’t Sell!” como si fuera el entrenador del equipo hodler, hasta Noruega se apuntó al festín con 42K BTC.
Ironía crypto: Cuando los fondos institucionales juegan al “¿Dónde está Satoshi?”, la descentralización se convierte en un chiste mal contado.
¿Y tú? ¿Eres team “hodl como Noruega” o team “short squeeze victim”? 😂

When ETFs Attack!
Wall Street just turned Bitcoin shorts into confetti with a $2.7B ETF onslaught—who needs lasers when you’ve got BlackRock’s checkbook? CME traders weren’t wrong calling this a ‘precision strike’—more like financial carpet bombing!
Fun Fact: Trump’s ‘Don’t Sell!’ tweets squeezed the float harder than my gym trainer. Meanwhile, Norway’s sovereign fund hodls 42K BTC like it’s digital gold (because it is).
The Irony Is Real
Active addresses dropped 17% during the rally—ETFs are vacuuming liquidity like my ex vacuumed my patience. And North Korea? They’re out here doing ‘wrench attacks’ like crypto villains straight from a Bond movie.
Final thought: If Satoshi saw this ETF circus, he’d either laugh or cry into his pseudonymous hoodie. What’s your take—genius or madness? 🔥

When ETFs Attack!
Watching Wall Street weaponize $2.7B ETF inflows to liquidate Bitcoin shorts was like seeing hedge funds play Dark Souls - except the bosses (BlackRock & Norway’s sovereign fund) respawn with MORE ammo!
Cold Math: That golden cross formation wasn’t technical analysis - it was an institutional bear trap set with 18K BTC bait.
Now Trump’s tweeting HODL memes while Larry Fink casually predicts $700K BTC? Satoshi must be rolling in his pseudonymous grave.
Drop your hottest take: Crypto revolution or Wall Street takeover?