Bitcoin ETFs Bleed $4.5 Billion in 2026 So Far – Will the Outflows Continue?
US spot Bitcoin exchange-traded funds (ETFs) are dealing with their most sustained interval of institutional friction this 12 months.
This 12 months, the funds have logged six weeks of outflows amid macroeconomic uncertainty that’s driving capital towards conventional protected havens.
BlackRock, Fidelity Lead Bitcoin ETF Exodus Amid Macro Jitters
Since the begin of 2026, the funds have bled practically $4.5 billion, offset by simply $1.8 billion of inflows throughout the first and third weeks of the 12 months, in response to information from SosoValue.
The bulk of the injury occurred throughout the previous five-week stretch starting in late January. That run alone erased roughly $4 billion from the ETF advanced, triggered by Bitcoin’s recent price struggles.
The bleeding has been most pronounced amongst the class’s heavyweights. BlackRock’s iShares Bitcoin Trust (IBIT) has shed over $2.1 billion in the previous 5 weeks, whereas Fidelity’s Wise Origin Bitcoin Fund (FBTC) noticed greater than $954 million stroll out the door.
CryptoQuant analyst J.A. Maartun mentioned Bitcoin ETF outflows are at $8.3 billion, down from their October all-time high, marking the weakest 12 months since the funds launched.
Meanwhile, the present regular stream of withdrawals highlights a transparent shift in institutional urge for food from the aggressive momentum that outlined the asset class in its first two years.
Over the previous 12 months, the US’s macro policies have prompted a broader de-risking amongst Wall Street allocators.
This has sparked a rotation out of digital belongings and into precious metals like gold and silver. For context, gold and gold-themed ETFs have seen $16 billion in inflows throughout the previous three months.
Still, market observers have identified that Bitcoin ETFs’ structural footprint stays largely intact.
Bloomberg senior ETF analyst Eric Balchunas famous that the bigger image stays traditionally bullish for the nascent asset class.
He famous that, despite recent outflows, the funds have considerably outperformed early market expectations, which had projected first-year inflows of simply $5 billion to $15 billion.
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