- Bitcoin (BTC) spot ETFs: Third pink month in a row?
- Are we in “cute bear market”?
Change-traded funds on spot Bitcoin within the U.S. are logging their third month of destructive inflows in a row. Whereas the scenario can change in January, the section is assembly its second anniversary in pessimism.
Bitcoin (BTC) spot ETFs: Third pink month in a row?
The section of Bitcoin spot ETFs inches nearer to its third consecutive month within the pink. Within the first 10 days of January, buyers withdrew $210 million from spot BTC ETFs, SoSoValue knowledge says.
Beforehand, the longest bearish streak right here lasted two months, in February-March 2025, when cryptocurrency buyers decreased the TVL of Bitcoin spot ETFs by a monstrous $4.2 billion in simply 60 days.
The continued pattern is already extra devastating: in November-December 2025 and 10 days of January 2026, spot Bitcoin ETF homeowners pulled out $4.7 billion in liquidity.
The USD-denominated AUM of your complete section is sort of the place it was one 12 months in the past. In mid-January 2025, the whole worth injected in spot BTC ETFs was estimated at $107 billion, whereas right this moment it’s about $116 billion.
At its peak registered simply earlier than the Oct. 10 crypto flash crash, the section exceeded $166 billion in valuation.
Are we in “cute bear market”?
Bitcoin (BTC), the biggest cryptocurrency and the underlying asset of spot BTC ETFs, dropped from $94,000 to $90,500 within the final 12 months.
As Bitcoin (BTC) for the primary time in historical past closed a post-halving 12 months with a pink candle, increasingly analysts are signaling a bear market begin.
CryptoQuant CEO Ki Younger Ju in the meantime predicts this recession to be extra forgiving in comparison with the 2018-2019 and 2021-2022 Crypto Winters.
Internet capitalization of the cryptocurrency market dropped from $3.6 trillion to $3.2 trillion within the final 12 months, hitting an ATH over $4.3 trillion Oct. 7, 2025.