Bitcoin ETFs See Zero Flow: Market Defies Bullish Conditions in Stunning Snub
Wall Street's crypto experiment hits a wall as Bitcoin ETFs bleed dry.
The great disconnect
All signals point green: regulatory clarity, institutional adoption, a weakening dollar. Yet Bitcoin ETF flows flatline like a DOA altcoin. The market isn't just ignoring the fundamentals—it's giving them the middle finger.
Institutions vs. reality
Goldman and BlackRock promised a flood of 'mainstream money.' Instead, we get a trickle of institutional interest that wouldn't fill a crypto Twitter shitcoiner's bathtub. The 'if you build it they will come' ETF narrative? Currently DOGE-tipping its hat to greater fools.
A cynical take
Maybe the suits finally realized Bitcoin doesn't care about their Bloomberg terminals. Or maybe—just maybe—Wall Street's latest 'innovation' is just repackaged bagholding for the 401(k) crowd.
In brief
- Bitcoin remains inert despite the return of political and macroeconomic stability in the United States.
- Bitcoin spot ETFs stagnate, except BlackRock which maintains course with $28.1 billion injected.
- Solana strings together ten days of positive inflows, confirming a dynamic opposite to the market leader.
Bitcoin stalls, ETFs disappoint: the recovery will wait
Bitcoin ETFs have long been powerful catalysts for the crypto market. But this week, the engine seems stuck. While a rebound was expected with the end of the American shutdown, the figures are chilling: only 1.2 million dollars in net inflows into Bitcoin ETFs last Monday, according to Farside Investors.
The indifference is all the more striking as stock markets and Gold have experienced a surge. Only BlackRock seems to be benefiting with $28.1 billion collected since the beginning of the year. All other issuers combined show a cumulative outflow of $1.27 million. No general panic though: Bitfinex speaks of a mid-cycle consolidation phase, comparable to the dips of June 2024 and February 2025.
The market seems in suspended waiting, where caution dominates, despite favorable macro signals. The recent rise of bitcoin to more than $103,000 is not enough to break this inertia. One more paradox in a universe accustomed to abrupt reversals.
Solana takes off, regulators activate: towards a new crypto dynamic?
While bitcoin remains in retreat, other players are advancing their pieces. Solana, in particular, shows insolent health: $6.8 million inflows last Monday, and 10 consecutive days of positive flows for its ETFs. Ethereum, on the other hand, remains stable, without real momentum.
But beyond the figures, it is the regulatory environment that is evolving. A bipartisan bill aiming to clarify the framework for digital assets under the aegis of the CFTC is underway. A step that could change the game.
5 key landmarks on the current crypto market
- $103,376: bitcoin price at the time of writing this article;
- 72% of circulating BTC were still in profit when falling below $100,000;
- $28.1 billion: cumulative amounts injected by BlackRock in 2025;
- $6.8 million inflows for Solana ETFs on Monday;
- $0 inflows for several Bitcoin ETFs despite the macro rebound.
October dashed the hopes of those betting on a conquering BTC. And this early November extends this sluggishness. Yet, the foundations may quietly be set for a strong comeback. Investors now hope for a year-end rally that WOULD close 2025 on a brighter note.
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