Bitcoin ETF

Gold

Surge

<p>Bitcoin ETFs faced renewed selling pressure this week, with $250 million in outflows and nearly $3 billion withdrawn over the past month, according to fresh data shared by Bloomberg ETF analyst Eric Balchunas. Despite the turbulence, analysts emphasize that 97.5% of ETF capital remains invested, highlighting surprising resilience amid one of the most severe sentiment drops of 2025.</p>
<p>Balchunas noted that while crypto markets are experiencing “extreme fear,” the overall year-to-date picture remains strong: Bitcoin ETFs have accumulated $23 billion in inflows so far this year, an extraordinary figure considering the market’s recent drawdown.</p>
<blockquote class="twitter-tweet">
 <p>Bitcoin ETFs with $250m in outflows, $3b out in past month, about 2.5% of total assets, 97.5% hanging in there. Still $23b YTD which is amazing. People forget just how much lifting was done 18mo prior to selloff. All told not too bad considering the "extreme fear" mood. <a href="https://t.co/KyrVQhGppC" rel="noopener noreferrer nofollow">pic.twitter.com/KyrVQhGppC</a></p>
 <p>— Eric Balchunas (@EricBalchunas) <a href="https://twitter.com/EricBalchunas/status/1990760153680126097?ref_src=twsrc%5Etfw" rel="noopener noreferrer nofollow">November 18, 2025</a></p>
</blockquote>
<p></p>
<h3 id="where-the-outflows-hit-the-hardest">Where the Outflows Hit the Hardest</h3>
<p>The bulk of the weekly redemptions came from several major issuers:</p>
<ul>
 <li>IBIT (BlackRock): –$677.98M</li>
 <li>FBTC (Fidelity): –$100.97M</li>
 <li>GBTC (Grayscale): –$147.16M</li>
 <li>BTC (Invesco/Galaxy): –$289.92M</li>
 <li>ARKB (Ark/21Shares): –$27.99M</li>
</ul>
<p>Only a handful of products saw slight positive flows, but overall, the category posted -$1.37 billion in weekly outflowsand –$2.95 billion over the past month.</p>
<p>Still, analysts view the retention rate, more than 97% of total ETF assets untouched,&nbsp;as a sign that both institutions and long-term investors continue to treat the downturn as cyclical rather than structural.</p>
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    <h3 class="entry-title td-module-title" id="a-href-https-www-ethnews-com-solana-etf-inflows-hit-15-day-streak-as-institutions-keep-buying-while-bitcoin-etfs-bleed-outflows-rel-noopener-noreferrer-nofollow-solana-etf-inflows-hit-15-day-streak-as-institutions-keep-buying-while-bitcoin-etfs-bleed-outflows-a"><a href="https://www.ethnews.com/solana-etf-inflows-hit-15-day-streak-as-institutions-keep-buying-while-bitcoin-etfs-bleed-outflows/" rel="noopener noreferrer nofollow">Solana ETF Inflows Hit 15-Day Streak as Institutions Keep Buying While Bitcoin ETFs Bleed Outflows</a></h3>
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<h3 id="meanwhile-traditional-etfs-pour-7-billion-per-day-into-the-dip">Meanwhile: Traditional ETFs Pour $7 Billion Per Day Into the Dip</h3>
<p>In a separate update, Balchunas highlighted a massive divergence between crypto ETF flows and traditional markets. Broader U.S. ETFs are buying the dip aggressively, logging nearly $7 billion per day in inflows.</p>
<p>“This pullback is peanuts compared to the Tariff Tantrum,” Balchunas wrote, referencing a period when equities posted record inflows despite macro chaos. Major broad-market ETFs like VOO, IVV, and QQQ showed strong 1-day and 1-week inflow numbers, a sign that investors are rotating capital back into equities.</p>
<h3 id="shift-from-gold-to-treasuries">Shift From Gold to Treasuries</h3>
<p>A notable standout was IEF (iShares 7–10 Year Treasury ETF), which saw strong inflows as investors increasingly favor treasuries:</p>
<ul>
 <li>Previously: Equities + Gold</li>
 <li>Now: Equities + Treasuries</li>
</ul>
<p>The rotation reflects shifting macro sentiment as investors rebalance portfolios around expected 2026 rate-cut timelines.</p>
<h3 id="crypto-etfs-hold-their-ground-for-now">Crypto ETFs Hold Their Ground – For Now</h3>
<p>Despite the volatility, the broader takeaway from Balchunas is that Bitcoin ETF investors are weathering the storm better than many expected. Long-term allocations have barely budged, even as Bitcoin fell below key psychological levels.</p>
<p>With traditional markets showing strong risk-on flows and treasury interest rising, analysts are watching for signs that crypto ETFs may stabilize once macro fear fades and rate expectations become clearer.</p>
<p>The post <a href="https://www.ethnews.com/bitcoin-etf-outflows-hit-250m-as-traditional-etfs-see-massive-dip-buying-surge/" rel="noopener noreferrer nofollow">Bitcoin ETF Outflows Hit $250M as Traditional ETFs See Massive Dip-Buying Surge</a> appeared first on <a href="https://www.ethnews.com" rel="noopener noreferrer nofollow">ETHNews</a>.</p>

Bitcoin ETF Outflows Hit $250M as Traditional ETFs See Massive Dip-Buying Surge

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