Bitcoin Price Reversal In Motion? ETFs Dip Below $100B for First Time Since April 2025

For the primary time in months, Bitcoin ETFs are holding lower than $100 billion. According to Farside data, a $272 million wave of exits on February 3 pushed the sector under that main psychological milestone, ending a record-breaking streak for ETFs. As the mud settles, Bitcoin is trading at $76,312, after a unstable 24-hour interval that noticed it swing from a low of $72,897 to almost $79,000.

From Record Inflows to Rapid Exodus: Inside the $272 Million Bitcoin ETF Sell-Off

The sell-off hit the most important names within the trade exhausting. Fidelity’s fund noticed an enormous $148.7 million exit, whereas ARK’s ARKB posted $62.5 million in outflows. Grayscale’s GBTC additionally noticed a $56.6 million exit, and Bitwise’s BITB recorded $23.4 million in outflows. BlackRock was the one main participant to buck the pattern, bringing in $60 million in new investments, however even that wasn’t sufficient to offset the wave of cash leaving different funds.

According to data from SoSoValue, that is the primary time Bitcoin ETF belongings have dipped under the $100 billion mark since April 2025. It’s a big slide from the $168 billion peak in October, suggesting that traders are transferring into ‘security mode’ throughout the board relatively than simply dropping curiosity in ETFs. With practically $1.3 billion leaving crypto ETFs to this point this 12 months, skilled merchants are watching carefully to see if this can be a momentary cooling-off interval or a deeper pattern.

BlackRock’s fund continues to be posting inflows, suggesting it stays the popular alternative for long-term traders. However, heavy withdrawals from Fidelity, Ark, and Grayscale present that many merchants are getting nervous and slicing their publicity to the market’s volatility. This is a stark 180-degree flip from February 2, when the market noticed over half a billion {dollars} move in.

Beyond the $100B Headline: What Institutional Desks Are Really Watching

While the $100 billion headline grabs the eye, skilled merchants are centered on a way more telling element: the large divide between the ‘winners’ and ‘losers.’ On February 3, BlackRock’s IBIT was the one main fund to remain within the inexperienced, whereas Fidelity and Ark noticed a mixed $211 million stroll out the door.

When cash flows out of a number of funds however into just one, it concentrates liquidity right into a single channel. This forces huge ETF managers to scramble because the market closes. They should stability their books by buying and selling between the ETF shares, Bitcoin futures on the CME, and the precise ‘spot’ Bitcoin value.

For merchants, this implies the ultimate hour of the inventory market can develop into far more unstable as these huge gamers hedge their bets, typically inflicting the Bitcoin price to decouple barely from the ETF value.

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