Spot Bitcoin ETFs Could Restore ‘Stronger’ Market Structure, Analyst Explains
The Bitcoin bear market caught some elements of the crypto crowd unexpectedly, as several investors expected prices to get well at totally different phases of the correction. However, some sections of the market noticed this corrective part, utilizing on-chain knowledge as the idea of their prognosis.
One such group is the on-chain knowledge analysts who referred to as the emergence of the bear market primarily based on the decline in obvious demand. Using this similar mannequin, a distinguished market researcher has come ahead with a possible catalyst for Bitcoin’s value restoration.
Bitcoin ETFs Kick Off 2026 With $1.8 Billion Outflows
In a current publish on the social media platform X, pseudonymous analyst Darkfost shared that spot Bitcoin ETFs (exchange-traded funds) might play an enormous function within the crypto market turnaround. According to market knowledge, demand for crypto by way of exchange-traded funds has been weak thus far in 2026.
This cautious stance from buyers and “contraction in liquidity” has had a major impact in the marketplace, as costs preserve tumbling to new lows each different week. Darkfost highlighted that early 2026 has appeared extra like a interval of threat discount on the spot Bitcoin ETF aspect, which has been largely pushed by substantial capital inflows and robust speculative momentum.
Darkfost wrote within the X publish:
Market individuals look like reassessing their threat publicity in a extra unsure macroeconomic and geopolitical surroundings.
Unsurprisingly, current on-chain knowledge help the rising apathy of buyers in the direction of the Bitcoin ETF market. According to knowledge highlighted by Darkfost, the yr 2026 is beginning with round $1.8 billion in web outflows, which is in stark distinction to the strongly optimistic ranges witnessed in 2024 and at first of 2025.
Sustained capital inflows and a major growth in market liquidity characterised these intervals. However, it’s value mentioning that 2025 ended on a extra adverse notice, with ETF inflows declining from $27 billion to round $20 billion by yr’s finish.
Hence, this development reveals that the present weak spot in demand appears extra like a gradual decline than a sudden drop. In any case, this demand weak spot has left the Bitcoin market unprotected and extra weak to promoting stress and short-term volatility.
Darkfost concluded {that a} sustained run of Bitcoin ETF inflows may very well be a “key catalyst” to restoring a stronger market construction and investor confidence. The indicators, nonetheless, haven’t been encouraging thus far, because the US-based BTC exchange-traded funds bled roughly $360 million in web outflows over the previous week.
Bitcoin Price At A Glance
As of this writing, the worth of BTC stands at round $70,600, reflecting an nearly 2% leap prior to now 24 hours.
