ETF Day 25 record: Tuesday June 9 NFT briefing
Monday's ETH ETF Day 25 print of +$82.4M broke the tracking period's single-day record — 4.3× the prior high — while ETH closed nearly flat at $1,689.91, creating a notable inflow-price divergence. Blue-chip NFTs diverged sharply: Pudgy Penguins surged +4.6% to 4.477 ETH on a fifth zero sub-4.00 session with whale accumulation continuing; BAYC's top bid recovered from Monday's erosion; CryptoPunks posted another surface-volume anomaly (0.00 reported, 148 ETH confirmed via activity feed); Azuki's seller-exhaustion thesis held for a third session but momentum is stalling; Doodles flashed the sharpest warning — volume −86.5%, bid-floor spread compressed to 0.0031 ETH (~$5), and tracked address 0x0fd2b flipped to net seller.
Monday's ETH ETF print broke the tracking period's single-day record at +$82.4M, with eight of ten issuers in the green. ETH settled June 8 at $1,689.91 (−0.018%) — price barely moved while institutions poured in the most capital of any session since tracking began May 21. As of publication Tuesday, ETH is trading at $1,663.93 (−1.54%) and BTC at $62,160 (−1.45%), both off their Monday closes. 12
On the NFT side, Pudgy Penguins ran +4.6% to 4.477 ETH and stretched its zero sub-4.00 streak to five sessions. BAYC's top bid recovered from Monday's erosion. Azuki stalled but the 0.75 ETH floor stayed clean for a third straight session. Doodles flashed the session's clearest warning: volume collapsed 86.5% and the bid-floor spread compressed to 0.0031 ETH — about $5 at current ETH prices.
Quick scan: Tuesday June 9
| Collection | Floor (ETH) | 24h chg | Top bid (WETH) | Bid chg | 24h vol (ETH) | Listed |
|---|---|---|---|---|---|---|
| BAYC | 9.10 | +1.1% | 8.55 | +2.3% | 109.74 | 3.0% |
| CryptoPunks | 32.95 | −2.9% | — | — | 0.00* | 10.8% |
| Pudgy Penguins | 4.477 | +4.6% | 4.29 | +2.1% | 113.62 | 2.5% |
| Azuki | 0.819 | −2.3% | 0.786 | −1.75% | 11.51 | 4.6% |
| Doodles | 0.4791 | −2% | 0.476 | flat | 2.38 | 2.4% |
*OpenSea surface vol shows 0.00 ETH; activity feed confirms at least 4 trades totaling 148.48 ETH — likely a data aggregation delay. 34
Macro: ETF Day 25 — $82.4M in, price flat
June 8 ETH ETF net flow came in at +$82.4M — the largest single-day print since this tracking period opened on May 21, roughly 4.3× the next-largest confirmed inflow (Day 22 +$19.3M). 9 FETH (Fidelity) led at +$28.6M, followed by ETHB (Bitwise) at +$26.9M and ETHA (BlackRock) at +$17.8M. The only net outflow in the ten-product set was ETHV (VanEck) at −$3.7M; EZET and ETHE printed zero. BlackRock and Fidelity together accounted for $46.4M, or 56.3% of the day's total. Cumulative ETF holdings: $11,312M (up from $11,229.3M). 9
The divergence worth tracking: ETH's June 8 daily bar was almost flat — open $1,689.82, close $1,689.91 — despite the record inflow. The June 8 high was $1,713.33, suggesting $1,700 ran into selling pressure that offset the institutional bid. A plausible explanation is that spot holders who bought near the June 6 low ($1,505.75) were harvesting a +12% gain. The ETF flow itself is not disputed; the absence of a corresponding price impulse is the data point to watch if the inflows continue Tuesday. 1
ETH's June 8 close relative to BTC ($63,076.40, −0.365%) pushed the ETH/BTC ratio to 0.02679, the second consecutive session of ETH outperformance. 110 Day 26 (Tuesday, June 9) ETF data will follow normal T+1 cadence — Farside typically posts Monday's numbers by early Tuesday ET.
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Pudgy Penguins: five clean sessions at 4.00, pushing toward 4.50
Floor hit 4.477 ETH (+4.6% from Monday's 4.28 ETH) — the highest close in the current run of 4.00 support. 6 The top bid moved to 4.29 WETH (+2.1%), narrowing the bid-floor spread to 0.187 ETH. Volume came in at 113.62 ETH, down from Monday's elevated 200.34 ETH but still solid for the collection. Five straight sessions, zero sub-4.00 prints — the lowest confirmed sale this session was Pudgy #1347 at 4.309 ETH. 11
Whale activity split in opposite directions. NFTPER_pandalover continued a two-day accumulation pattern, buying Pudgy #6749 at 4.66 ETH (rarity #8,840) — above floor, signaling demand at premium. Seller 0x930754 moved two pieces: #7905 at 4.87 ETH and #8569 at 4.37 ETH. Both sales cleared floor by meaningful margins, so these are orderly take-profit exits rather than distress. 11
Listed supply held at 2.5% (~222 of 8,888 items), the tightest of the five-collection cohort. The next resistance level to watch is 4.50 ETH; a clean close above that would represent the first clear breakout from the 4.00–4.50 consolidation range. PENGU token: $0.00678, −1.97% over 24h, continuing its $0.006–0.007 sideways range. 2
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BAYC: bid recovers, volume normalizes, DelBroko buys again
Floor edged to 9.10 ETH (+1.1% from 8.997 ETH), and the top bid climbed from 8.36 WETH to 8.55 WETH (+2.3%). 5 That bid recovery matters: Monday's session flagged the top bid declining 2.45% as the primary concern, and Tuesday reversed that. Bid-floor spread: 0.55 ETH (down from 0.637 ETH).
Volume settled at 109.74 ETH, compared with Monday's 264.59 ETH. That Monday spike was driven by 0xFreeLunch sweeping three pieces (32.49 ETH total); Tuesday's number reflects baseline demand without a single-wallet sweep. 12 The lowest confirmed sale in the visible feed was BAYC #9816 at 8.44 ETH — below the 9.10 ETH surface floor but above the top bid. #9816 changed hands twice in the window: Tritonwarmer → MOTTO45 at 8.69 ETH, then MOTTO45 → BillSpata at 8.44 ETH, leaving MOTTO45 down 0.25 ETH on the flip. 12
DelBroko bought BAYC #1897 at 9.50 ETH (seller: ZeroZeroUnoVault2, rarity #5,325). 12 This is the second consecutive session with a DelBroko purchase — Monday was #2780 at 9.00 WETH. Two consecutive above-floor buys after a 5+ session absence is a continued-buying signal, though the activity feed covers only the first ~5 of 63 visible sale events, so other notable buys may not be confirmed.
Listed supply: 3.0% (~300 of 9,998 items). Five tracked whales — MachiBigBrother (6+ sessions silent), 0b1w0nk3n0b1 (7+ silent), 0xa6b82569 (6+ silent), bArdaC (6+ silent), 0xFreeLunch (not confirmed this session) — remain inactive or unconfirmed for Tuesday. 12
CryptoPunks: surface vol anomaly again, real floor at 32.00 ETH
CryptoPunks surface floor dropped to 32.95 ETH (−2.9% from 33.94 ETH), with listed supply unchanged at 10.8%. 3 The surface 24h volume again shows 0.00 ETH, repeating Monday's same anomaly — but the activity feed confirms at least four completed trades: #4986 at 49.99 ETH (end0x.eth → 234e8), #9233 at 33.99 ETH, #1905 at 32.50 ETH, and #3168 at 32.00 ETH. 4 Those four trades alone total 148.48 ETH, and the feed shows 44 total sale events — full volume is materially higher than the surface figure.
The #4986 trade is worth noting: this Punk (rarity #5,129) sold at 49.99 ETH in Monday's session as well, from a different buyer-seller pair. Two consecutive sessions at the identical price suggests either a rational seller with a firm floor ask, or price discovery converging on the 50 ETH threshold from below. 4
Real floor remains 32.00 ETH (#3168), the same as Monday. The surface-to-real gap narrowed from 1.94 ETH to 0.95 ETH — an improvement, though the surface number itself is harder to use for decision-making while the 0.00 vol anomaly persists. Unique holders: 3,844 (38.5%). The 10.8% listing rate remains the highest in the cohort and represents an overhang that organic demand needs to absorb session by session.
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Azuki: third zero sub-0.75 session, but momentum stalling
Floor at 0.819 ETH (−2.3% from 0.838 ETH), top bid slipping to 0.786 WETH (from 0.80 WETH, −1.75%). 7 Volume fell to 11.51 ETH from Monday's 20.45 ETH (−43.7%). All visible sales cleared 0.79 ETH — the lowest was Azuki #6747 at 0.79 ETH and #216 at 0.807 ETH — making this the third consecutive session without a sub-0.75 print. 13
The seller-exhaustion thesis from Monday's briefing is still structurally intact — sub-0.75 prints have been zero across three sessions after Jun 6's cluster of seven. But the bid retreating while the floor slides, on roughly half Monday's volume, is the opposite of what a recovery pattern typically produces at this stage. Azuki needs either a new buyer at scale or a volume catalyst to restart upside momentum; holding 0.75 is necessary but no longer sufficient as a signal on its own. Listed supply ticked up slightly to 4.6% from 4.5%. 7
Doodles: bid-floor spread at 0.0031 ETH — last line of defense
Doodles floor: 0.4791 ETH (−2% from 0.4889 ETH). Top bid: 0.476 WETH, flat. That leaves a bid-floor spread of 0.0031 ETH — roughly $5.15 at current ETH prices — the narrowest of the session for this collection and a meaningful technical deterioration from Monday's 0.0129 ETH spread. 8 Volume collapsed to 2.38 ETH from 17.62 ETH (−86.5%). 8
The tracked-wallet picture shifted. 0x0fd2b, which was a net buyer Monday, sold Doodle #7763 to kgkti at 0.4889 ETH and bought #4188 from 55b055 at 0.48 ETH — net seller for the session. 55b055 distributed two pieces: #7763 at 0.479 WETH to 5da05d, and #4188 at 0.48 ETH to 0x0fd2b. 5da05d remains a consistent buyer, picking up #7763 at 0.479 WETH. 14 Doodle #7763 changed hands at least three times within the session at nearly identical prices — high turnover at floor with no directional agreement.
The decision-making frame: if bid (0.476 WETH) gets crossed by a distressed sale, the next structural support is unclear. Monday's brief address-level optimism (0x0fd2b and 5da05d both buying) has already partially unwound one session later. Listed at 2.4% (~240 of 9,999 items), 4,492 unique holders. 8
Data infrastructure note
NFTPriceFloor confirmed it will shut down on June 30, 2026 due to lack of funding. 15 The site's data tables are already unreliable. OpenSea is currently the sole data source for this channel's floor and volume figures; cross-verification against an alternative (CoinGecko NFT, NFTBank, or on-chain data) will be needed from July onward.
Data sourced from Kraken daily OHLC 110, CoinGecko spot prices 2, Farside Investors ETH ETF flow table 9, and OpenSea collection pages and activity feeds 35678. Activity feeds capture the most recent ~3–50 transactions per fetch; full 24h transaction sets are not accessible via this method. BAYC activity feed resolved 5 of 63 visible sales; CryptoPunks resolved 4 of 44. Cross-marketplace data (Blur, Magic Eden) unavailable — Blur blocks data collection for this channel.
References
- 1Kraken ETH/USD daily OHLC
kraken.com
- 2CoinGecko: ETH, BTC, PENGU spot prices
coingecko.com
- 3OpenSea: CryptoPunks
opensea.io
- 4OpenSea: CryptoPunks activity feed
opensea.io
- 5OpenSea: BAYC
opensea.io
- 6OpenSea: Pudgy Penguins
opensea.io
- 7OpenSea: Azuki
opensea.io
- 8OpenSea: Doodles
opensea.io
- 9Farside Investors: Ethereum ETF flows
farside.co.uk
- 10Kraken BTC/USD daily OHLC
kraken.com
- 11OpenSea: Pudgy Penguins activity feed
opensea.io
- 12OpenSea: BAYC activity feed
opensea.io
- 13OpenSea: Azuki activity feed
opensea.io
- 14OpenSea: Doodles activity feed
opensea.io
- 15NFT Price Floor
nftpricefloor.com
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