$BTC
Institutions have been net sellers in ETFs this year—a trend worth examining more closely than five straight down weeks
According to SoSoValue, the 12 spot ETFs saw a combined $1.28 billion in outflows last week.
Their worst week since the end of June.
The full-year numbers are even more striking: from the start of the year through last Friday, net outflows totaled $914 million.
So far this year, institutions have been net sellers through the ETF channel.
Since their launch in January 2024, this is the first year with net outflows for the full year.
BlackRock’s IBIT alone saw $1.2 billion flow out.
That’s six consecutive trading days of net outflows, totaling $1.44 billion.
ETH didn’t fare much better: $365 million in outflows over the week, marking six straight weeks of net outflows.
SOL also saw outflows of more than $26 million.
The money is really leaving—it’s not just talk.
The ETF channel attracted $35.2 billion in 2024 and $21.4 billion in 2025.
After barely building up more than $900 million in net inflows during the first nine months of this year,
it lost $510 million in October, then another $1.28 billion in the first week of November.
It’s all been given back.
That said, the numbers aren’t exactly at meltdown levels.
The 12 funds still hold $95.9 billion worth of coins.
That’s 6.3% of BTC’s total market cap.
Against a $96 billion pool, $900 million in net outflows is just a drop in the bucket.
The concern is the trend, not this one figure.
The price action tells a similar story.
BTC is at 74,989 now, spending the morning hovering around 75,000.
The fifth straight red weekly candle has just closed, and 77,533 is the first hurdle overhead.
If it can’t get back above that level, the market remains weak and range-bound.
Below, 73,200 is the 200-day moving average; if that breaks, watch for around 72,000.
October CPI is due tomorrow night at 21:30.
Before the data comes out, I won’t take a heavy position, and I won’t chase a short at 75,000.
Put simply, institutions are pulling out, so retail traders shouldn’t rush to catch the falling knife.
Let’s wait for CPI and see which way things go.
Personal analysis, not investment advice.
#BitcoinETF
Institutions have been net sellers in ETFs this year—a trend worth examining more closely than five straight down weeks
According to SoSoValue, the 12 spot ETFs saw a combined $1.28 billion in outflows last week.
Their worst week since the end of June.
The full-year numbers are even more striking: from the start of the year through last Friday, net outflows totaled $914 million.
So far this year, institutions have been net sellers through the ETF channel.
Since their launch in January 2024, this is the first year with net outflows for the full year.
BlackRock’s IBIT alone saw $1.2 billion flow out.
That’s six consecutive trading days of net outflows, totaling $1.44 billion.
ETH didn’t fare much better: $365 million in outflows over the week, marking six straight weeks of net outflows.
SOL also saw outflows of more than $26 million.
The money is really leaving—it’s not just talk.
The ETF channel attracted $35.2 billion in 2024 and $21.4 billion in 2025.
After barely building up more than $900 million in net inflows during the first nine months of this year,
it lost $510 million in October, then another $1.28 billion in the first week of November.
It’s all been given back.
That said, the numbers aren’t exactly at meltdown levels.
The 12 funds still hold $95.9 billion worth of coins.
That’s 6.3% of BTC’s total market cap.
Against a $96 billion pool, $900 million in net outflows is just a drop in the bucket.
The concern is the trend, not this one figure.
The price action tells a similar story.
BTC is at 74,989 now, spending the morning hovering around 75,000.
The fifth straight red weekly candle has just closed, and 77,533 is the first hurdle overhead.
If it can’t get back above that level, the market remains weak and range-bound.
Below, 73,200 is the 200-day moving average; if that breaks, watch for around 72,000.
October CPI is due tomorrow night at 21:30.
Before the data comes out, I won’t take a heavy position, and I won’t chase a short at 75,000.
Put simply, institutions are pulling out, so retail traders shouldn’t rush to catch the falling knife.
Let’s wait for CPI and see which way things go.
Personal analysis, not investment advice.
#BitcoinETF
