U.S. spot Bitcoin ETFs saw a single-day outflow of $649 million, marking the largest withdrawal since January.

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After a month and a half of capital inflows, US spot Bitcoin ETFs faced heavy selling pressure on Monday, recording the largest single-day net outflow since January 29 of this year. According to SoSoValue data, US spot Bitcoin ETFs saw a single-day net outflow of as much as $648.6 million. This wave of selling not only extended last week's $1 billion withdrawal trend but also officially marked the end of the previous six-week streak of "net inflows." BlackRock lost over $400 million in a single day as institutional investors rushed to "take profits." In this wave of withdrawals, the IBIT fund under global asset management giant BlackRock bore the brunt, losing $448.3 million in a single day. This was followed by ARKB, launched by ARK Invest and 21Shares, with a net outflow of $109.6 million, and Fidelity's FBTC, which lost $63.4 million. Additionally, spot Bitcoin ETFs from issuers such as Bitwise, VanEck, Invesco, and Franklin Templeton all recorded net outflows. What is the reason behind Wall Street giants, who were originally supporting the cryptocurrency market, rushing to withdraw their funds? Zeus Research analyst Dominick John pointed out the core key: "This wave of ETF capital outflows reflects the short-term 'risk-aversion sentiment' of institutional investors. The main drivers are profit-taking and concerns over macroeconomic uncertainty." He explained that institutional investors are not bearish on the future market; rather, their tactics have become more flexible, viewing ETFs as tools to adjust liquidity. Currently, capital is choosing to wait on the sidelines, and the subsequent direction will depend on interest rate policies and market volatility. Caught between geopolitical tensions and the shadow of inflation, risk-free returns are more attractive. Bitcoin fell below the $77,000 mark again today (19th). Market analysis suggests this is primarily due to the dual blow of escalating geopolitical tensions between the US and Iran, as well as soaring international oil prices, which have sharply deepened market fears of "re-inflation." Beyond the shadow of inflation, Dominick John further added that the rise in US Treasury yields is another major driver pushing ETF capital away. Against the backdrop of tightening global liquidity, the appeal of "risk-free returns" has increased significantly. Combined with inflation concerns, this macroeconomic compound effect is forcing institutional investors to reduce their risk exposure. Capital on the sidelines is fully loaded! Analysts define it as a "healthy rotation" within a bull trend. Despite the heavy selling pressure, the market has not fallen into panic. Dominick John pointed out that Bitcoin is currently in a period of volatility and consolidation driven by macroeconomic data, having built a resilient support range between $76,000 and $77,000. It is worth noting that the market capitalization of stablecoins continues to expand. Dominick John interprets this as a strong signal for a counterattack: "This means a large amount of liquidity is gathering on the sidelines. Once the coin price tests key support levels, this 'reserve ammunition' is ready to enter the market and buy the dip at any time." Other analysts also believe that Bitcoin and the overall cryptocurrency market remain structurally very healthy, and the current pullback is more like preparation for the next rebound. Andri Fauzan Adziima, head of the Bitrue research institute, pointed out: "Although short-term volatility remains intense, when viewed within the long-term upward pattern, this pullback is more like a 'healthy process of chip rotation'." He also reminded investors to closely monitor the public statements of the new Federal Reserve (Fed) chair candidate Kevin Warsh, especially his stance on inflation, interest rate trends, and overall monetary policy, as this will be a key indicator influencing the next wave of market trends.

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