ETF outflows spike, but conviction stays.
By Maxime Laurent · 2025-11-22 13:34
ETF outflows spike, but conviction stays.
Despite $3.55B leaving spot ETFs, big players remain calm.
Read this update with my morning café under the soft southern sun, and franchement, the numbers look scary at first glance: $1.22B outflow in the last week, $3.55B since early November. On paper it feels like institutions running for the hills — but the story underneath is very different.
Bitfinex analysts say these moves look more like tactical rebalancing than panic. And honestly, that fits the vibe. The big allocators aren’t dumping their $BTC thesis — they’re just adjusting exposure after a wild year. Even Bitwise CIO Matt Hougan backs this: long-term conviction is intact, and the current dip feels like a potential entry zone rather than an exit trigger.
Sure, he admits $BTC could still tag $70k before stabilizing, but that’s more of a final shakeout than a trend reversal. From my sunny terrasse, I see it the same way: institutions don’t flinch this easily. When they believe in “digital gold,” they act slow, measured, almost cold-blooded.
Outflows may make headlines, but conviction is what shapes cycles. And that part hasn’t moved an inch. 🌞🔥
#BTC #ETF #Institutions #Bitcoin #CryptoFriture
Despite $3.55B leaving spot ETFs, big players remain calm.
Read this update with my morning café under the soft southern sun, and franchement, the numbers look scary at first glance: $1.22B outflow in the last week, $3.55B since early November. On paper it feels like institutions running for the hills — but the story underneath is very different.
Bitfinex analysts say these moves look more like tactical rebalancing than panic. And honestly, that fits the vibe. The big allocators aren’t dumping their $BTC thesis — they’re just adjusting exposure after a wild year. Even Bitwise CIO Matt Hougan backs this: long-term conviction is intact, and the current dip feels like a potential entry zone rather than an exit trigger.
Sure, he admits $BTC could still tag $70k before stabilizing, but that’s more of a final shakeout than a trend reversal. From my sunny terrasse, I see it the same way: institutions don’t flinch this easily. When they believe in “digital gold,” they act slow, measured, almost cold-blooded.
Outflows may make headlines, but conviction is what shapes cycles. And that part hasn’t moved an inch. 🌞🔥
#BTC #ETF #Institutions #Bitcoin #CryptoFriture
Disclaimer: This content is for informational purposes only and not financial advice.