Bitcoin ETFs in US Experience Fourth Consecutive Month of Net Outflows

Bitcoin ETFs in the US have recorded their fourth consecutive month of net outflows, raising concerns among investors and market analysts. According to recent data, assets under management for these funds have declined from $170 billion in October 2025 to $84.3 billion as of now.

The decline in assets is not just limited to the value of the funds; the actual amount of bitcoin held by ETFs has also decreased. As per the latest figures, the total net inflow into these funds has decreased from a record high of $63 billion to $54 billion since July 2025. This reduction in investor interest can be attributed to the changing market conditions and monetary policies.

Analyst Axel Adler Jr. notes that for a trend reversal to occur, the ETFs need to close in the positive for at least three consecutive sessions. Until this happens, the funds will continue to exert selling pressure on the market. This bears significance as investors are moving their capital from cryptocurrency-based assets to more stable options.

One of the primary reasons behind this shift is the current macroeconomic environment. As per Benjamin Cowen, founder of ITC Crypto, the first quarter of 2026 has been characterized by a 'restrictive recession' for both stock and cryptocurrency markets. The Federal Reserve's monetary policy remains tight, with high interest rates making traditional instruments more attractive.