Bitcoin spot ETFs just wrapped up four straight weeks of heavy outflows, pulling out a massive $4.349 billion as prices dipped. This marks the longest withdrawal run since their launch, sparking questions about whether Bitcoin has finally found its floor amid the chaos. Stick around to see what experts think and what it means for your wallet.
Spot Bitcoin ETFs in the US have been bleeding cash for weeks now. Last week alone, they saw $1.22 billion in net outflows, pushing the four-week total to $4.349 billion. This comes as Bitcoin’s price hovered around $90,000, down from recent highs.
BlackRock’s IBIT fund led the pack with huge losses, shedding $1.6 billion in one brutal stretch. Other big players like Fidelity and Grayscale also felt the pain, with outflows hitting record levels. This is the worst daily bleed since these ETFs started trading.
Investors seem spooked by market dips and year-end risks. Retail selling has picked up, and even institutions are pulling back. One day saw outflows equal to 19 days of mined Bitcoin supply, showing just how intense the exit is.
The trend started in late October and hasn’t let up. Analysts point to a mix of profit-taking and caution over economic shifts.
How Prices Are Taking the Hit
Bitcoin’s value has slipped under pressure from these outflows. It fell below $100,000 recently, erasing some 2025 gains and testing lows around $82,000 at one point. Now, it’s holding above $90,000, but the ride has been rough.
This drawdown looks like a short-term reset, not the end of the bull run. Experts say the price action signals a potential bottom, with oversold indicators like RSI at 25 flashing buy signals.
The broader crypto market lost over $1 trillion from its peak. Ethereum dropped to $2,700, down 11 percent. Stablecoin supplies are shrinking too, hinting at capital fleeing the space.
Yet, not all is doom. Solana ETFs bucked the trend with inflows, pulling in fresh cash while Bitcoin suffered.
Here’s a quick breakdown of recent ETF flows:
- Bitcoin ETFs: $4.349 billion outflows over four weeks
- Ethereum ETFs: Heavy losses, including $259.6 million in one day
- Solana ETFs: Positive inflows, like $18.1 million amid the storm
What Analysts Are Saying About the Bottom
Market watchers believe Bitcoin might have hit its low point. The current dip mirrors past resets that led to rebounds, not full crashes. One report from The Block notes this as a healthy correction after rapid gains.
Retail investors are selling deep, but institutional holdings remain strong. Ark Invest even boosted its crypto stock buys, snapping up over $7 million in Coinbase and others. This shows some big players see value in the dip.
Kraken got a $200 million boost from Citadel Securities, valuing it at $20 billion. Moves like this suggest confidence in crypto’s long-term path, even as short-term flows turn negative.
The link between ETF flows and Bitcoin prices is weakening. What used to drive ups now isn’t holding as firm.
Looking Ahead: Recovery on the Horizon?
With outflows slowing in some spots, signs point to a pivot. The sold amounts are decreasing, from peaks like $866.7 million in a day to smaller figures. This could mean the worst is over.
Year-end hedging is spurring downside protection, but analysts expect a bounce. Bitcoin’s dominance and new ETF launches, like Fidelity’s Solana fund, might bring back inflows.
Risks remain, like further retail exits or macro economic shakes. But historical patterns show these dips often precede rallies.
| Week | Bitcoin ETF Outflows | Key Price Level |
|---|---|---|
| Week 1 | $1.1 billion | Above $100,000 |
| Week 2 | $1.0 billion | Dipping to $97,000 |
| Week 3 | $1.0 billion | Below $90,000 |
| Week 4 | $1.22 billion | Holding $90,000 |
This table highlights the steady drain and price reactions. Investors should watch for inflow reversals as a green light.
The crypto world is buzzing with mixed signals, but many see this as a buying chance before the next leg up.
Bitcoin’s wild ride through these ETF outflows reminds us of its rollercoaster nature, yet it also highlights growing maturity with institutional involvement. As prices stabilize and analysts call a bottom, hope flickers for a strong rebound that could redefine 2025’s close.

