BlackRock's Bitcoin ETF has now lost money 7 days in a row — $1.66 BILLION gone since October 30. And 2026 flows just flipped negative.
Here's what the numbers say:
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$BTC ETFs: -$201M on Monday alone, the 3rd straight day of outflows. BlackRock's IBIT lost $213M by itself — more than the whole market's net outflow, because Morgan Stanley's fund took in $22M.
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$ETH ETFs: -$185M on Monday, with BlackRock's Ethereum fund losing $119M.
📉 Year-to-date, US spot Bitcoin ETFs are now -$1.1 BILLION. Compare that to +$25 BILLION of inflows by early November in both 2024 and 2025. A complete reversal.
$BTC trades near $73,600, testing Sunday's $73,510 low. Another $204.5M in futures got liquidated in 24 hours, and the Fear & Greed Index sits at 32 — firmly in Fear. Markets now price an ~84% chance of a Fed rate hike in December.
But look closer: the money isn't all leaving crypto. AI coins are surging while
$BTC bleeds —
$FET is up 68% this week with social dominance up 439% (LunarCrush). That's rotation, not capitulation.
My take: this is institutions de-risking into a hawkish Fed, not a loss of faith in crypto itself. The ETF tap is the tape to watch — one day of inflows ends this story fast. Until then, $73,510 is the line in the sand. Lose it and $70,000 comes into play quickly, especially with thin Veterans Day liquidity today (US bond market closed).
Levels to watch:
Support: $73,510 → $72,180 → $70,000
Resistance: $74,600 → $75,000 → $75,600
Are these outflows a buy-the-dip setup, or the start of a slide to $70K? Tell me below 👇
Source: Farside Investors, CoinGlass
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Not financial advice.