U.S. spot Bitcoin exchange-traded funds have recorded Bitcoin ETF outflows of approximately $1.1 billion over the past three trading days. These redemptions have nearly erased the modest gains achieved during the first week of 2026. According to data from SoSoValue, investor sentiment has shifted significantly throughout the current week. In this way, the institutional market faces a phase of readjustment and profit taking after a brief bullish period.
The peak of this negative trend occurred on January 7 with withdrawals totaling 486 million dollars. On the other hand, Thursday, January 8, reported daily net outflows of 398.95 million dollars. These moves contrast sharply with the $697.25 million inflow recorded on January 5. Likewise, the volatility of institutional financial flows reflects an active rotation of positions within the market today. Therefore, investors are reacting quickly to the price fluctuations of the leading digital asset.
Despite this recent setback, the broader market structure remains solid and resilient for now. Since their launch, ETFs have attracted total cumulative net inflows of 56.65 billion dollars. Additionally, the total net assets of these funds stand at 117.66 billion dollars. This represents approximately 6.48% of Bitcoin’s total market capitalization in the current year. Therefore, exchange-traded funds maintain significant control over the circulating supply of the main digital asset.
Can institutional demand stabilize Bitcoin’s price in the face of this massive selling pressure?
The largest financial products have been the most affected by this recent wave of withdrawals. BlackRock’s iShares Bitcoin Trust recorded net outflows of $193.34 million this past Thursday. Likewise, Fidelity’s FBTC fund suffered a capital loss of 120.52 million dollars during the day. Nonetheless, BlackRock continues to dominate the sector with assets valued at over 70.4 billion dollars. Therefore, daily trading volume remains quite high exceeding 3 billion dollars at the moment.
Grayscale also reported redemptions of 73.09 million, accumulating more than 25 billion in historic outflows. However, some smaller funds like Bitwise and WisdomTree showed modest inflows of new capital. In this way, a selective redistribution of institutional capital among different market issuers is observed. It is also important to note that despite the selling, the price remains above $90,000. Likewise, the price resilience of the digital asset suggests that organic demand is still present.
On the other hand, the monthly balance for January still remains slightly in positive territory. This marks a notable contrast to December 2025, when 1 billion dollars were lost. Technology behind these financial vehicles allows for efficient settlement even in moments of high tension. However, analysts are closely watching whether this trend of outflows will continue next week. Thus, stability is expected to return if the global macroeconomic environment remains favorable for investors.
Bitcoin is trading near $90,224, showing a slight recovery after hitting intraday lows recently. The market has shown it can absorb large selling volumes without completely collapsing today. Therefore, the cryptocurrency ecosystem shows greater maturity compared to previous cycles of high volatility. Institutional investors are expected to resume their positions once the current uncertainty dissipates. Finally, the evolution of ETF flows will continue to be the main health indicator for the financial industry.
