Bitcoin ETFs Suffer Longest Consecutive Outflows Since December 2025

Bitcoin exchange-traded funds (ETFs) in the US have experienced significant outflows in recent days, with Tuesday's net withdrawals totaling $333.7 million. This marks the longest consecutive period of negative flows since December 2025.

The outflows have been driven by a mix of portfolio rebalancing and tactical de-risking by institutional investors, who are adjusting their exposure to Bitcoin due to uncertainty surrounding liquidity conditions and the Federal Reserve's next steps. The shift in sentiment has led to a strengthening link between Bitcoin's price performance and ETF flows, with K33 Research highlighting an R² correlation coefficient of 0.7846 since early 2024.

Despite the outflows, trading activity surged on Tuesday, with a massive block trade in IBIT worth $1.3 billion pushing total Bitcoin ETF volume to $4.4 billion, its highest level since April 17. This indicates strong liquidity in the market, with Bitcoin's price holding relatively steady at around $75,850.

Ethereum ETFs have also experienced significant outflows, logging an 11-day consecutive negative streak. In contrast, altcoin ETFs tied to XRP, Solana, and HYPE funds have seen inflows, with the latter surpassing $100 million in its first 10 trading days.