📰 ETF Weekly Pulse: Bitcoin Bleeds, ETH Pauses 🔍

🔥 Key Highlights

ETF Type Outflow Total AUM % of Crypto Cap

Spot BTC ETFs $ 812.3 M (2nd-largest ever) $ 146.5 B 6.46% of Bitcoin’s market cap

Spot ETH ETFs $ 152.3 M (first outflow in 20 days) $ 20.11 B 4.70% of Ethereum’s market cap

These moves dissipated a full week’s worth of gains, taking total BTC ETF inflows down to $54 B+ since launch.

Fidelity’s FBTC ($331 M) and ARK’s ARKB ($328 M) led the retreat from BTC ETFs, while Grayscale’s GBTC lost $66.8 M. BlackRock’s IBIT was relatively stable with just a $2.6 M decline.

Ether ETFs broke a 20-day streak of inflows, with Grayscale’s ETHE shedding $47.7 M and Bitwise’s ETHW $40.3 M. Only BlackRock’s ETHA remained neutral.

🧭 What’s Behind It?

Cause Explanation

Profit-taking Investors likely booked gains after strong ETH ETF inflows throughout July.

Basis unwind Diminishing futures premium reduced arbitrage demand in BTC ETFs.

Volatility & rebalancing Macro uncertainty prompted a rotation to less risky assets.

Standard Chartered notes that corporations have purchased 1% of ETH’s entire supply since June, fueling overall demand despite ETF outflows.

📈 What It Means for Traders

BTC and ETH prices may correct short-term, but trading volumes remain high—suggesting continued long-term interest from institutions and retail.

This shift represents a cooling of momentum, not a breakdown. The broader narrative isn’t broken—but it's clearly at a pause.

For traders:

• Watch daily net flows for renewed tailwinds.

• Monitor futures premiums and open interest.

• Sizing matters—momentum can swing quickly.

✨ Final Takeaway

This week’s ETF outflows mark a meaningful but not terminal correction in crypto capital flows. ETH’s rally now pauses, while BTC investors unwind profits. But with real demand from corporations and wallet flows intact, these ETF moves may actually precede the next leg of growth—not derail it entirely.