Bitcoin ETF Inflows Meet BTC’s Drop as Ether Funds Bleed

| cointelegraph.com
US spot Bitcoin ETFs drew about $119 million on Tuesday, reversing the previous session’s roughly $90 million outflow. BlackRock’s IBIT led with $122 million in inflows, while Morgan Stanley’s MSBT added $7.8 million; Grayscale’s Bitcoin fund lost $11 million. Yet Bitcoin fell from above $86,600 to below $84,000, trading at $83,971, down 2.1% over 24 hours. The Bitcoin ETF inflows therefore failed to halt the decline, which also came amid higher oil prices and Treasury yields, a stronger US dollar and liquidations of leveraged long positions. CryptoQuant contributor MorenoDV warned that profit-taking could weigh on a recovery: BTC is well above active traders’ estimated $68,900 cost basis, so further gains may depend on fresh demand absorbing selling pressure. Spot Ether ETFs recorded about $202 million in outflows, extending their losing streak to six sessions and bringing cumulative withdrawals over the period to around $408 million. BlackRock’s ETHA accounted for the outflows reported in the earlier figures. Over seven days, Ether ETF flows were sharply weaker than Bitcoin ETF flows, which remained net positive at about $173 million. XRP ETFs added $3.1 million, Solana ETFs lost $3.7 million and Zcash ETFs recorded no net flows. The contrast suggests firmer institutional demand for Bitcoin than Ether, but continued Bitcoin ETF inflows and Ether ETF outflows have not yet translated into price support. Traders are watching fund flows, BTC’s support around $84,000–$85,000 and macroeconomic conditions for signs of direction.
Bearish
The combined signal is bearish, particularly for Ether: its ETFs have seen six consecutive sessions of withdrawals, including a large latest-day outflow. Bitcoin ETF inflows are a supportive demand signal, but BTC fell despite them, showing that fund buying was not enough to offset selling pressure. In the short term, the price decline, leveraged-long liquidations, macroeconomic headwinds and potential profit-taking above active traders’ estimated cost basis could keep volatility elevated and weigh on prices. A sustained recovery would likely require fresh spot demand and continued ETF inflows to absorb supply. Over the longer term, persistent Bitcoin ETF demand could help support BTC, while continued Ether ETF withdrawals may signal weaker institutional appetite; however, flows can reverse, and neither pattern guarantees a lasting price trend.