Five consecutive weeks of net outflows from Bitcoin ETFs

Bitcoin ETF: $3.8 billion withdrawn in five weeks.A simple tactical adjustment or a wake-up call for institutional appetite?

Five consecutive weeks of total outflow for Bitcoin ETFs

U.S.Bitcoin ETFs record fifth consecutive chart loss.In total, about $3.8 billion has come out of these financing vehicles since mid-January.Unions are coming together, but for how long?

- Bitcoin spot ETFs posted five consecutive weeks of net outflows totaling about $3.8 billion.

- Net withdrawals totaled $315.9 million last week, according to SoSoValue data.

- The darkest week continues on January 30, with an outflow of $1.49 billion.

- Organizations reduce the risk they are exposed to trade tensions and macroeconomic uncertainty.

Bitcoin ETFs rack up $3.8 billion in outflows in five weeks

The numbers speak for themselves.Since mid-January 2025, US spot Bitcoin ETFs have recorded unfailing net withdrawals every week.Last week ended with $315.9 million in net outflows, adding to an already heavy streak: $1.33 billion, $1.49 billion, $318 million, and then $360 million in the previous weeks.

The most dangerous thing remains the week of January 30, when bitcoin is close to an all-time high.Ironically, it was at that time that the company increased their purchase for a total of $1.49 billion.An attitude that reflects the common sense of portfolio managers: sell on strength, not weakness.

Each meeting reinforces this confusion.On February 12, more than $410 million was withdrawn in one day.On the contrary, the following Friday, the ETF attracted $ 88 million, not enough to compensate for the withdrawal of the rest of the week.

Regardless, the overall vision remains firm: since launch, these products have accumulated net inflows of approximately $54 billion; this translates to total assets approaching $85.31 billion, or 6.3% of Bitcoin’s total capitalization.

A tactical retreat or a breach of institutional trust?

The real question is not the number, but the purpose behind it.Vincent Liu, the Chief Investment Officer of Kronos Research, is frank: these exits show more "risk reduction" than a permanent separation from Bitcoin.

Faced with rising geopolitical tensions, rising US tariffs and ongoing macroeconomic uncertainty, asset managers are mechanically adjusting their portfolios.

"Water will depend on macroeconomic events such as the announcement of the first unemployment benefit," Liu explains.Weak data could revive expectations of a Fed rate cut and curb appetite for risky assets, led by Bitcoin.

Ether ETFs suffered the same fate: net withdrawals were $123.4 million last week, despite some positive sessions.The takedown move affects all products with indirect exposure to cryptocurrencies.

Two sides now face each other in the covered markets.On the one hand, those who see these withdrawals as a simple tactical adjustment, normal in any mature market cycle.On the other hand, those who perceive the first signs of structural weakness, an institutional appetite that is eroding against an asset group that is still too sensitive to external shocks.

The next few weeks will be decisive if the trend holds. The market will interpret this cycle as a bullish correction, before a new bull cycle if the outflow continues. This could affect the sentiment of asset managers and redefine their relationship with Bitcoin risk.One thing is for sure: the days when Bitcoin ETFs were just known investments are over.

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I am passionate about Bitcoin and love exploring the intricate details of blockchain and cryptocurrencies and sharing my discoveries with the community.My dream is to live in a world where privacy and economic freedom are guaranteed to everyone.We strongly believe that Bitcoin is the tool that makes this possible.

The ideas and opinions expressed in this article are those of the author and should not be considered investment advice.Do your own research before making any investment decisions.