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2026-10-12：The Institutional Basis Unwind: Why a $1.2B ETF Exodus is Masking a Structural Shift to On-Chain Yield
Headlines are screaming about a staggering 1.2 billion dollar ETF bloodbath, but is institutional capital really fleeing crypto, or is Wall Street pulling off a massive stealth rotation? While retail investors run for cover, an elusive legacy Bitcoin whale dumped 36 million dollars in BTC to aggressively scoop up Ether on-chain, defending critical support to the exact cent. Meanwhile, a high-stakes corporate treasury battle is erupting over yield, AI agent infrastructure is threatening the 100-billion-dollar enterprise software model, and a controversial 62-billion token unlock has sent one…
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