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The headline $1.1B weekly inflow masks a more useful signal: marginal demand is beginning to separate across the two assets. On Aug 10, Bitcoin ETFs saw roughly $91M of net outflows while Ether ETFs added about $5.3M. For BTC, that matters alongside reported whale sales and miner transfers to Binance. ETF demand does not need to disappear for the balance to weaken; it only needs to absorb less of the available supply. CPI may support risk appetite, but sustained flow divergence would argue for watching market depth, not just cycle narratives. Not advice, just analysis. #BTCETHETFFlowsDiverge#AIInfraEarningsWatch #CPIToResetFedBets #Nvidia500BAIInfra