Bitcoin ETF Outflows Near $1B, Risk Second-Largest Monthly Withdrawal
August 26, 2025 – U.S.-listed spot Bitcoin ETFs are on track to record approximately $972 million in net outflows this month, marking the second-largest monthly withdrawal since their January 2024 launch. After amassing $53.9 billion in investor funds, these Bitcoin ETF outflows have coincided with Bitcoin’s slide from an early-August peak above $124,000 to just over $100,000. Analysts at Matrixport warn that seasonal headwinds and declining ETF inflows are weighing on Bitcoin’s price recovery. To restore momentum and push Bitcoin beyond $150,000 before year-end, research firm 10x Research estimates that Bitcoin ETFs would need to attract nearly $1 billion this month and a total of $404 billion in inflows for the year—requiring an additional $173 billion by December. In contrast, Ether ETFs continue to draw strong demand, posting $3.23 billion in net inflows this month and extending their winning streak since April. Cryptocurrency traders should monitor ETF flows closely, as capital movements in and out of Bitcoin ETFs have emerged as a key driver of short-term price action.
Bearish
The looming near-$1 billion outflow from Bitcoin ETFs represents a significant withdrawal of institutional capital, directly pressuring Bitcoin’s spot price. Historically, large ETF outflows—such as the $3.56 billion in February 2025—correlated with substantial price declines. With Bitcoin slipping from over $124,000 to around $100,000 this month, reduced ETF demand signals weakening market sentiment. In the short term, traders may face increased selling pressure as ETF investors redeem shares. Over the long term, Bitcoin’s recovery hinges on renewed inflows; failing to attract the $404 billion forecasted for 2025 could delay or cap further gains. Conversely, sustained Ether ETF inflows highlight a shift in institutional interest within the crypto space. Overall, ETF flow dynamics suggest a bearish bias until inflows stabilize or reverse.