ETH ETF $1.2B outflow in 5 days, why the real signal is a stablecoin mint episode artwork

EPISODE · Jul 1, 2026 · 3 MIN

ETH ETF $1.2B outflow in 5 days, why the real signal is a stablecoin mint

from FalsifyLab Paper Daily

ETH ETF outflows hit $1.2B over five days, but a $2.1B USDC mint and a 70% funding-rate spike on Hyperliquid tell a different story. We break down the cross-currents and the one level that falsifies the bear case.

Episode metadata supplied by the publisher feed · Published Jul 1, 2026

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ETH ETF $1.2B outflow in 5 days, why the real signal is a stablecoin mint

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