“Bitcoin ETF outflows show institutions are trimming risk, not abandoning crypto, as trading stays off-chain and liquidity begins to improve.”, — write: www.coindesk.com
More than $1.2 billion exited spot Bitcoin funds last week, joined by $508 million from Ethereum products, while Solana ETFs drew $137 million in new money, according to data curated by SoSoValue.
The outflows came even as bitcoin rebounded 4.4% in 24 hours to $106,172 and Ethereum gained 7.2% to $3,617, recovering part of their losses from the US government shutdown and macro uncertainty.
Market observers argue the drawdown in BTC’s price reflects position-trimming after one of the strongest inflow streaks since early 2024, rather than outright capitulation.
As CoinDesk previously reported, liquidity indicators such as the SOFR-EFFR spread have tightened sharply from their late-October highs, signaling easing financial conditions. The dollar index’s rally has stalled, and borrowing from the Federal Reserve’s standing repo facility has dropped to zero. Taken together, these factors support renewed risk-taking in financial markets.
Wall Street takes over from degensWall Street’s interest in crypto remains intense. BlackRock’s Bitcoin ETF continues to lead inflows for the year, while Fidelity and VanEck have expanded their spot product lines. Yet most of that institutional participation still happens off-chain.
As Annabelle Huang of Altius Labs wrote recently in a CoinDesk op-ed, crypto’s largest investors continue to buy exposure through ETFs rather than directly on-chain, as they are not yet confident that the infrastructure meets Wall Street standards of reliability, keeping the market’s liquidity and transparency potential only partially realized.
In a note to CoinDesk, market maker Enflux wrote the shift reflects a broader evolution in crypto itself, as speculative trading gives way to professional infrastructure and mainstream financial integration.
“When the Fed injects, Bitcoin rallies; when yields twitch, it falls,” the firm said. “The dream of decoupling is gone for now, and what’s left of the market will either professionalize or disappear.”
A deep dive into Zcash’s zero-knowledge architecture, shielded transaction growth, and its path to becoming encrypted Bitcoin at scale.
- Shielded adoption surgedwith 20–25% of circulating ZEC now held in encrypted addresses and 30% of transactions involving the shielded pool.
- The Zashi wallet made shielded transfers the default, pushing privacy from optional to standard practice.
- Project Tachyonled by Sean Bowe, aims to boost throughput to thousands of private transactions per second.
- Zcash surpassed Monero in market share, becoming the largest privacy-focused cryptocurrency by capitalization.
View Full Report
Former President Trump’s comments on tariffs spurred interest in speculative assets, boosting meme coin sentiment.
- Dogecoin surged 5.2% to $0.1811, breaking through the $0.1800 resistance as institutional buying increased.
- Former President Trump’s comments on tariffs spurred interest in speculative assets, boosting meme coin sentiment.
- DOGE’s breakout was supported by a 180% increase in trading volume, indicating strong institutional accumulation.
Read full story