Spot Bitcoin ETFs took in $66.2 million on September 29, a ninth consecutive positive session, with total holdings at $108.4 billion. The trajectory is what matters: nearly $1 billion on September 21, $134 million by the 25th, $31.07 million on the 28th, $66.2 million on the 29th. Buyers are still there and the urgency is gone. Index simulations separately flag treasury holders Strategy and Metaplanet for potential exclusion from major indices.