ETF money is quietly walking out.
By Maxime Laurent · 2026-02-16 09:49
ETF money is quietly walking out.
Four straight weeks of outflows from $BTC ETFs. Capital rotates, not disappears.
I woke up this morning, checked the flows with my coffee facing the sea, and the mood felt… heavy. Not panic. Just that slow, silent exit.
US spot $BTC ETFs just recorded their fourth consecutive week of outflows. Nearly $360 million left in five trading days. Total AUM down to $87B — the lowest level since the post-election rally after Trump’s November 2024 win.
At the same time, $ETH ETFs lost $161 million this week. AUM now sits around $11.7B — back to last summer levels.
This is not retail capitulation. This is institutional repositioning.
And here’s what makes it interesting: while $BTC and $ETH ETFs bleed, products tied to $SOL, $XRP and even $DOGE are seeing inflows. Small numbers — $13.2M, $7.7M, $0.25M — but flows tell stories before price does.
So what’s happening?
We’re likely in a rotation phase.
After big runs, large allocators trim exposure. They reduce beta. They hedge. Some take profit. Others rebalance portfolios ahead of macro uncertainty. ETF flows are often less about conviction and more about portfolio math.
But psychologically, ETF outflows hit sentiment hard. The narrative of “institutional adoption” feels less shiny when money exits.
Still — perspective matters.
$87B in $BTC ETF AUM is massive compared to pre-ETF era. Even after outflows, this infrastructure didn’t vanish. It’s adjusting.
Markets breathe in cycles. Expansion. Euphoria. Rotation. Compression.
Right now, it smells like rotation season.
And historically? These quiet, slightly uncomfortable phases are where long-term positioning gets built. Not during headlines screaming “new all-time high.”
Stay calm. Watch flows. Watch liquidity. Don’t overreact to one narrative swing.
The tide moves in and out — but the sea remains. 🌊
C’est le jeu.
#Crypto #Bitcoin #Ethereum #ETF #Solana #XRP #DOGE
Four straight weeks of outflows from $BTC ETFs. Capital rotates, not disappears.
I woke up this morning, checked the flows with my coffee facing the sea, and the mood felt… heavy. Not panic. Just that slow, silent exit.
US spot $BTC ETFs just recorded their fourth consecutive week of outflows. Nearly $360 million left in five trading days. Total AUM down to $87B — the lowest level since the post-election rally after Trump’s November 2024 win.
At the same time, $ETH ETFs lost $161 million this week. AUM now sits around $11.7B — back to last summer levels.
This is not retail capitulation. This is institutional repositioning.
And here’s what makes it interesting: while $BTC and $ETH ETFs bleed, products tied to $SOL, $XRP and even $DOGE are seeing inflows. Small numbers — $13.2M, $7.7M, $0.25M — but flows tell stories before price does.
So what’s happening?
We’re likely in a rotation phase.
After big runs, large allocators trim exposure. They reduce beta. They hedge. Some take profit. Others rebalance portfolios ahead of macro uncertainty. ETF flows are often less about conviction and more about portfolio math.
But psychologically, ETF outflows hit sentiment hard. The narrative of “institutional adoption” feels less shiny when money exits.
Still — perspective matters.
$87B in $BTC ETF AUM is massive compared to pre-ETF era. Even after outflows, this infrastructure didn’t vanish. It’s adjusting.
Markets breathe in cycles. Expansion. Euphoria. Rotation. Compression.
Right now, it smells like rotation season.
And historically? These quiet, slightly uncomfortable phases are where long-term positioning gets built. Not during headlines screaming “new all-time high.”
Stay calm. Watch flows. Watch liquidity. Don’t overreact to one narrative swing.
The tide moves in and out — but the sea remains. 🌊
C’est le jeu.
#Crypto #Bitcoin #Ethereum #ETF #Solana #XRP #DOGE
Disclaimer: This content is for informational purposes only and not financial advice.