Bitcoin ETFs Post $470M Outflows After Fed’s 25bp Cut
Bitcoin ETFs saw a net outflow of $470 million on October 30, 2025, after the Federal Reserve cut interest rates by 25 basis points. Withdrawals were led by Fidelity’s FBTC ($164 M), ARK Invest’s ARKB ($143 M), BlackRock’s IBIT ($88 M), Grayscale’s GBTC ($65 M) and Bitwise’s BITB ($6 M), offsetting $351 million in inflows earlier that week. Assets under management fell to $149 billion, or 6.75% of Bitcoin’s market cap, although ETFs still hold over 1.5 million BTC and year-to-date inflows total $30.2 billion. Bitcoin traded between $108,201 and $113,567 in the 24 hours surrounding the Fed move, dipping briefly to $108,000 as traders priced in the rate cut and eyed Chair Powell’s cautious outlook. Traders should monitor ETF liquidity shifts and future Fed signals for short-term volatility and potential support levels.
Bearish
The $470 million withdrawal following the Fed’s 25 bp rate cut reflects institutional profit-taking and risk-off sentiment. By erasing earlier weekly inflows, Bitcoin ETFs saw a decline in AUM and underlying demand, exerting immediate selling pressure that sent BTC toward the $108,000 level. Although ETF holdings remain robust at over 1.5 million BTC with strong year-to-date inflows, the sharp outflows signal short-term downward pressure and elevated volatility until fresh bullish catalysts emerge.