🚨 $48.9B Exit From US $BTC ETFs — Market Reality Check 🚨
CryptoSlate reports a sharp decline in US spot Bitcoin ETF assets under management, dropping from about $169.5B on Oct 6 to roughly $120.7B as of Dec 4 — a reduction of around $48.9B.
This drawdown has effectively neutralized the visible impact of + $22B net inflows recorded in 2025, leaving the year appearing flat despite continued institutional demand.
The shift reflects a clear risk-off phase.
Outflows and price pressure are dominating momentum, liquidity support is weaker, and dip-buying confidence is limited until stabilization returns.
The long-term ETF structure remains intact, but short-term sentiment stays defensive, and rallies are vulnerable while outflows continue.
