Bitcoin ETFs draw $197M, snap 8-week outflow streak
COINTELEGRAPH ·
US-listed spot Bitcoin exchange-traded funds recorded a net inflow of $197.4 million in the week ended Friday, snapping an eight-week streak of weekly outflows dating back to May. Data from Farside Investors shows that most of the week’s gains came from the BlackRock iShares Bitcoin Trust ETF, which recorded $291.9 million in inflows. This was offset by outflows from the Grayscale Bitcoin Trust ETF, the Fidelity Wise Origin Bitcoin Fund and the ARK 21 Shares Bitcoin ETF. The end of the outflow streak could suggest institutional demand for Bitcoin is recovering after two months of sustained selling pressure. However, one analyst said it’s too early to tell with ETF and stablecoin outflows and seasonality in August and September. “There's also been a pattern over the past few months where Bitcoin performs better in the first half of the month, then consolidates in the latter half,” 10x Research founder and CEO Markus Thielen told Cointelegraph. “Without flows still pronounced and ETF flows yet to meaningfully pick up, even after Bitcoin's 9%+ jump, the headwinds remain in our view.” The $197.4 million weekly inflow was modest compared with the $8.26 billion investors withdrew since May 11. Total spot Bitcoin ETF net inflow. Source: SoSoValue Last week, Real Vision chief crypto analyst Jamie Coutts told Cointelegraph that Bitcoin could be entering the latter stages of the bear market, based on early technical signs suggesting that selling pressure is easing. Related: Strategy's Saylor needs clarity in BTC pivot message to convince investors: StanChart “I think we're getting through most of the bear market action. It's still not over, clearly. But you know, I think we're approaching at least the second half,” Coutts said. Other analysts say there could be further downsides ahead. Russell Thompson, chief investment officer at asset manager Hilbert Capital told Cointelegraph last week that he believes Bitcoin remains in a downcycle and could hit a low around October this year. Meanwhile, US-listed spot Ether ETFs also broke their eight-week losing streak, with $84.42 million in net inflows for the week ended Friday, led by BlackRock and Fidelity’s Ether funds. The inflows paled in comparison with the $1.2 billion in net outflows since May 11. Magazine: Has Bitcoin bottomed for this cycle? Analysts say 'not yet'
AI 시장 분석
U.S. spot Bitcoin ETFs recorded a net inflow of $197.4 million last week, breaking an 8-week streak of outflows. BlackRock's iShares Bitcoin ETF led the momentum with $291.9 million in inflows, though this remains insufficient to offset the $8.26 billion in cumulative outflows since May. The market interprets this as a sign of recovering institutional demand, while remaining cautious of seasonal weakness in August and September and potential further corrections.
상승 영향
- Bitcoin — The 8-week outflow streak has ended with a $197.4 million net inflow, signaling a resurgence in institutional buying. This easing of sell pressure may provide a foundation for a long-term rebound.
- Ethereum — Ethereum joined Bitcoin in seeing a $84.42 million net inflow into spot ETFs, ending an 8-week slump. Capital inflows from major firms like BlackRock and Fidelity suggest recovering institutional confidence.
하락 영향
- Crypto Assets — Experts warn of seasonal headwinds in August and September, with potential for a downward cycle extending through October. Given that recent ETF inflows are small compared to the $8.26 billion cumulative outflow since May, it is too early to declare a trend reversal.
DYAX 전담 분석
The shift to net inflows suggests that institutional buying pressure is returning to the market. However, the contrast between the recent inflows and the massive cumulative outflows since May indicates that investor sentiment remains fragile. Market participants are closely watching whether this recovery is a sustained trend or merely a temporary reprieve before potential volatility in the coming months.
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