Spot Bitcoin ETFs see $438M outflows — biggest since US election

As a seasoned researcher with a keen eye for market trends and a hearty appetite for the volatile world of cryptocurrencies, I find myself both intrigued and slightly bewildered by the recent developments in the Bitcoin market. The surge in outflows from US-based spot Bitcoin ETFs on Nov. 25, marking the highest single-day fall since the US election day on Nov. 6, is a stark reminder of the rollercoaster ride that this asset class offers.


On November 25th, outgoing funds from U.S. Bitcoin exchange-traded funds (ETFs) reached an unprecedented $438.37 million, making it the largest one-day decrease since the U.S. elections on November 6th.

After experiencing substantial inflows in early November, reaching an unprecedented $1 billion daily net inflow on November 21, as indicated by data from the crypto tracking platform Sosovalue, there has been a sudden change in the market’s attitude, suggesting a potential shift in sentiment.

According to the cryptocurrency monitoring system, it’s been found that exchange-traded funds focusing on Bitcoin (BTC) have accumulated approximately $30.4 billion in total since November 25, primarily due to increased institutional demand.

Investing in cryptocurrencies such as Bitcoin can be facilitated by Exchange-Traded Funds (ETFs), and these flows, especially those from spot Bitcoin ETFs, play a crucial role in affecting the liquidity and stability of not only Bitcoin but also the entire crypto market.

Biggest outflow since Trump win

As an analyst, I’ve noticed a significant $438.37 million outflow in our cryptocurrency holdings, indicating a noticeable change from the bullish sentiment that emerged post-Donald Trump’s reelection. This shift suggests a decrease in optimism within the crypto industry.

Following the election results, Bitcoin’s price peaked at approximately $99,655 on November 22nd. However, due to significant withdrawals that occurred on November 25th, it has since dropped to roughly $92,000 – a decrease of more than 7% as investors cash in their profits.

Total Bitcoin ETFs sheds $5 billion

The total net assets under management for spot Bitcoin ETFs have fallen to around $102.23 billion from its height of $107.49 billion on Nov. 22.

Although Bitcoin’s price dropped significantly to approximately $92,000, a sizable portion of Bitcoins is still held by Exchange-Traded Funds (ETFs). Notably, institutional investors make up more than 5% of the total value in the crypto market.

Spot Bitcoin ETFs hit new inflow record

Last week, from November 18th to 22nd, US Bitcoin spot ETFs experienced a significant surge in investments, with a total of $3.38 billion flowing into these funds. This represents a substantial 102% increase over the previous week’s net inflows of $1.67 billion, according to data from Sosovalue.

The record high marks the biggest weekly net inflow amount for spot Bitcoin ETFs and marks the seventh consecutive week of positive flows — where inflows exceed outflows.

Even though there’s been a lot of fluctuation since November 25th, the BlackRock iShares Bitcoin Trust is still in the front position, boasting net assets worth $47.03 billion and total net investments of $31.6 billion.

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2024-11-26 13:13