#update
$BTC ETF demand is weakening.
Looking at SoSoValue and Farside Investors data, the share of trading sessions with net ETF outflows has climbed sharply:
2024: 31%
2025: 40%
2026: 54%
ETFs have now been net sellers in more than half of all sessions this year.
Institutional demand isn't gone, but the ETF flows are clearly weakening so far this year
$BTC ETF demand is weakening.
Looking at SoSoValue and Farside Investors data, the share of trading sessions with net ETF outflows has climbed sharply:
2024: 31%
2025: 40%
2026: 54%
ETFs have now been net sellers in more than half of all sessions this year.
Institutional demand isn't gone, but the ETF flows are clearly weakening so far this year