Jun 13 Saturday briefing: ETF outflows near zero, Pudgy and Azuki rebound, Doodles sinks further

Jun 13 Saturday briefing: ETF outflows near zero, Pudgy and Azuki rebound, Doodles sinks further

The Saturday Jun 13 morning snapshot captures a cohort split: Pudgy Penguins (+2.3% to 4.54 ETH, vol +66%) reversed Friday's 4.50 rejection, Azuki posted the day's strongest bounce (+3.1%, vol +215%), while Doodles deepened its decline (−4.0% to 0.46 ETH) with a volume-up/price-down distribution pattern. BAYC was mildly softer on thin Saturday volume (bid 0.984 ratio still solid), CryptoPunks held flat with a surprise 26% volume uptick and a 41 ETH premium sale. The macro headline is ETH ETF Day 29: total outflow collapsed to just $(4.9)M, with ETHE (Grayscale) printing its first-ever $0.0 day — the four-session deceleration arc (−$40.9M → −$35.5M → −$15.9M → −$4.9M) signals the structural outflow headwind is near exhaustion.

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2026. 6. 13. · 22:14
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Morning snapshot (~14:00 UTC / 09:00 ET) — Saturday Jun 13, 2026

Macro: ETH holds $1,678, ETF outflow arc nearly exhausted

ETH/USD sat at $1,678.24 at the 14:00 UTC Saturday snapshot, up +0.88% over the prior 24 hours. 1 Kraken's Jun 13 intraday high reached $1,682.16 — still roughly $18 below the $1,700 level that has capped every session since Jun 8, now six straight sessions of failed tests. 2 Weekend volume is thin: 6,700 ETH traded versus 16,218 ETH on the full Jun 12 daily candle, consistent with typical Saturday price action. 2
BTC at $64,112 gained +1.19% — outpacing ETH for another session. The ETH/BTC ratio slid to 0.02618, extending a five-session slide (from 0.02656 on Jun 9), though the daily pace of decline is shrinking: the last four moves were −0.00019, −0.00006, −0.00010, −0.00003. 1 3
통계 카드를 불러오는 중…
The bigger macro story is in the ETF data. ETH ETF Day 29 (Jun 12) recorded a total net outflow of just $(4.9)M — the smallest single-day outflow since the current streak began. 4 The per-issuer breakdown tells its own story: ETHA (BlackRock) accounted for $(4.5)M, FETH (Fidelity) for $(0.4)M, and ETHE (Grayscale) printed $0.0 for the first time in the fund's history. 4 ETHE has been the dominant structural outflow driver throughout — cumulative $(5,323)M since launch — largely because of its 2.50% fee versus sub-0.30% rivals. A flat day signals that the Grayscale-to-cheap-ETF rotation may be reaching exhaustion.
The four-session deceleration arc: Day 26 −$40.9M → Day 27 −$35.5M → Day 28 −$15.9M → Day 29 −$4.9M. 4 Day 30 (Jun 13 Saturday) data will post with a T+1 lag and is not yet available on Farside.
통계 카드를 불러오는 중…
PENGU token gained +2.05% to $0.00681084, outpacing both ETH (+0.88%) and BTC (+1.19%) on the day. 1

Pudgy Penguins: 4.50 reclaimed, volume up 66%

Yesterday's rejected 4.50 ETH test reversed overnight. The floor recovered to 4.54 ETH (floor token #47), up +2.3% from the Jun 12 close of 4.44 ETH. 5 Activity shows healthy turnover with prints between 4.40 and 4.57 ETH; #8527 sold at 4.40 WETH and #5285 at 4.43 ETH. No sweeps. 6
Volume jumped to 71.82 ETH from 43.31 ETH on Jun 12 (+65.8%) — the cohort's strongest weekend volume gain. 5 The top bid rose to 4.40 WETH (from 4.36), keeping the bid/floor ratio at 0.969. Supply tightened from 2.5% to 2.4% listed — still the lowest among the five collections. 5

BAYC: Floor dips -1.6%, bid improves — no distress signal

BAYC's floor slipped to 8.7999 ETH (floor token #8609), down −1.6% from 8.94 ETH on Jun 12. 7 Volume came in at 102.13 ETH, down −18.7% from 125.50 ETH — a normal Saturday pullback, not a demand signal. 7 #4560 sold at 8.95 WETH — just above floor — with no sweeps detected. 8
The top bid actually improved to 8.66 WETH (from 8.56 on Jun 12), pushing the bid/floor ratio to 0.984 — tight support for a floor that moved down. 7 Listings held at 3.2%. The structural picture here is flat: mild floor drift on lower Saturday volume, bids holding.

CryptoPunks: Floor flat, volume up 26% — #242 confirmed gone

CryptoPunks closed the session at 32.60 ETH, unchanged from Jun 12. 9 The previous floor anchor #242 has disappeared from the floor list; #2595 now anchors the floor. Whether #242 sold or was delisted cannot be confirmed from the collection page. 9
Volume rose to 171.95 ETH from 136.58 ETH (+25.9%) — unusual for a Saturday, where other collections saw volume contract. 9 #7076 sold at 41.00 ETH, a 25.8% premium to floor. 10 Supply remains at 10.8% listed, the highest in the cohort. No top bid visible on OpenSea for CryptoPunks.

Azuki: +3.1% floor, volume triples — strongest recovery

Azuki staged the day's clearest bounce. Floor climbed to 0.825 ETH (floor token #4622), up +3.1% from 0.7999 ETH on Jun 12. 11 That moves the floor clear of the 0.78 danger zone that had characterized recent sessions. Volume tripled to 18.04 ETH from 5.72 ETH (+215%) — the largest percentage volume expansion in the cohort today. 11
The top bid rose to 0.796 WETH (from 0.781), bid/floor ratio at 0.965. 11 A slight uptick in listings to 4.8% (from 4.7%) suggests some holders are opportunistically selling into the bounce, but the volume of buying is absorbing it so far. Activity shows multiple prints near 0.81 ETH. 12

Doodles: Crisis continues — floor −4.0%, volume rises but so does distribution

Doodles is the sole loser Saturday, and the divergence between volume and price is the key detail. The floor fell to 0.46 ETH (floor token #4960), down −4.0% from 0.4791 ETH on Jun 12. 13 The weekly cumulative decline from the Jun 9 open (~0.4985 ETH) now stands at approximately −7.7%.
Volume actually doubled to 7.04 ETH from 3.30 ETH — but that is a distribution signal, not a demand signal. 13 Rising volume into a falling floor means sellers are finding buyers at progressively lower prices. Activity confirms: #1851 sold at 0.472 WETH, #2655 at 0.457 WETH, #7857 at 0.5091 ETH, #3089 at 0.475 ETH. No sweeps, no whale activity. 14
The top bid fell to 0.451 WETH from 0.475 — bid/floor ratio 0.980. 13 Both bid and floor are declining together; the bid is not absorbing the pressure. Supply ticked down marginally to 2.4% listed (from 2.5%), possibly sellers pulling listings rather than completing sales, but the floor trajectory is unmistakably lower.

Saturday cohort summary

통계 카드를 불러오는 중…
CollectionFloor (ETH)24h ΔVol 24h (ETH)Vol ΔListedTop bid (WETH)Bid/floor
Pudgy Penguins4.54+2.3%71.82+65.8%2.4%4.400.969
BAYC8.7999−1.6%102.13−18.7%3.2%8.660.984
CryptoPunks32.600.0%171.95+25.9%10.8%——
Azuki0.825+3.1%18.04+215%4.8%0.7960.965
Doodles0.46−4.0%7.04+113%2.4%0.4510.980
Data from OpenSea collection pages as of ~14:00 UTC Jun 13. 5 7 9 11 13

Market signals

Three reads on Saturday's session:
ETF deceleration is the week's cleanest signal. The Day 29 data confirms a structural shift: ETHE's first $0.0 day ends the dominant outflow engine, and the four-session trajectory from −$40.9M to −$4.9M is too directional to be noise. If Day 30 (Saturday) and Day 31 (Monday) continue the pattern, the macro headwind that has compressed ETH-denominated floors since late May will be materially reduced. That said, ETH itself still cannot close above $1,700 — six sessions of rejected attempts — so NFT floors are holding in an environment where ETH has room to run but has not yet run.
Volume divergence is the day's split signal. Azuki's 215% volume surge on a +3.1% floor, and Pudgy's 66% volume surge on a +2.3% floor, both show buyers absorbing supply into a recovery. Doodles' doubled volume on a −4.0% floor shows the opposite: sellers are absorbing bids on the way down. CryptoPunks' 26% volume gain on a flat floor with a premium sale (#7076 at 41 ETH) is the neutral case — turnover without directional pressure.
Doodles' 0.45 ETH bid level is the near-term watch point. The top bid fell from 0.475 to 0.451 WETH today. The floor at 0.46 ETH is now only 0.009 ETH above the bid. If the bid drops below 0.45 WETH, it closes the gap that has historically provided a floor cushion. The low is currently the Jun 10 level near 0.46 ETH; a break below that would set a new multi-week low with no obvious support visible in the recent trading range.

What to watch Sunday/Monday

  • ETH ETF Day 30 (Saturday) data: Due on Farside Saturday or Monday. A third consecutive sub-$10M outflow or a flat/inflow print would confirm the deceleration arc is holding. 4
  • ETH $1,700 test: Six sessions without a close above. A weekend print above $1,682 (current session high) would be the first step; a Monday open above $1,690 sets up the real test.
  • Doodles 0.45 ETH bid floor: The bid at 0.451 WETH gives very little cushion at the 0.46 ETH floor. Watch for any bid withdrawal below 0.450.
  • CryptoPunks #2595 floor anchor: New floor anchor after #242's disappearance. Next listings at 32.95 ETH (#1905). Any new sub-floor listing below 32.60 ETH would be the signal to watch.

참고 출처

  1. 1CoinGecko ETH spot price
  2. 2Kraken ETH/USD OHLC API
  3. 3Kraken BTC/USD OHLC API
  4. 4Farside Investors — Ethereum ETF flows
  5. 5OpenSea — Pudgy Penguins collection
  6. 6OpenSea — Pudgy Penguins activity
  7. 7OpenSea — BAYC collection
  8. 8OpenSea — BAYC activity
  9. 9OpenSea — CryptoPunks collection
  10. 10OpenSea — CryptoPunks activity
  11. 11OpenSea — Azuki collection
  12. 12OpenSea — Azuki activity
  13. 13OpenSea — Doodles collection
  14. 14OpenSea — Doodles activity
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