Bitcoin ETF hits record "9 consecutive days of net outflows" bleeding $2.8 billion! Capital rotates to AI semiconductors, analysts: is the bottom near?

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Has Bitcoin fallen out of favor? Capital is flooding into AI! According to the latest data, US spot Bitcoin ETFs have suffered net outflows for 9 consecutive days, with a cumulative $2.8 billion in capital fleeing — marking the longest bleeding streak since their launch in early 2024. As Bitcoin's price slid from $80,000 to $73,000, institutional capital is clearly accelerating its shift toward the red-hot semiconductor and AI concept stocks. However, on-chain data analysis also offers a glimmer of hope: historical experience shows that when ETFs experience this degree of sustained selling, it is usually a strong signal that Bitcoin has hit a "stage bottom." (Recap: Massive BTC and ETH options expire today! BTC sits below the max pain point of $75,000) (Background: CryptoQuant warns the bear market is here: Bitcoin's holding structure is disintegrating, whales pulling back, buyers heavily reducing positions) Spot Bitcoin ETF investors are enduring the longest confidence test since listing. According to a report by CoinDesk today (May 29, 2026), data tracked from SoSoValue shows that US spot Bitcoin ETFs have recorded net outflows for 9 consecutive trading days, officially breaking the longest consecutive withdrawal record since the products were listed in January 2024. The scale of this withdrawal wave is quite staggering. During these 9 consecutive days of selling pressure, investors withdrew approximately $2.8 billion in total capital. Extending the timeline, ETFs have seen outflows of roughly $1.3 billion this week, marking not only the third consecutive week of net outflows but also pushing May's cumulative outflows to $2.3 billion. Occurring in sync with the capital exodus is the weak performance of Bitcoin's price. During this period, Bitcoin (BTC) has fluctuated downward from its high of $80,000, currently hovering around $73,000. Where exactly did the money go? The answer is the current darlings of the US stock market — Artificial Intelligence (AI) and the semiconductor sector. The report notes that Bitcoin's performance this year has significantly lagged behind many popular assets in traditional markets. As global tech giants continue to ramp up capital expenditure on AI infrastructure, semiconductor and memory chip stocks have demonstrated powerful capital-attracting effects, forcing some institutional investors to readjust their asset allocations. Signs of institutional flight are also reflected in the flagship products. The iShares Bitcoin Trust (IBIT) issued by BlackRock recorded its largest single-day capital outflow since launch this week. It is reported that this was primarily driven by a single large "Dark pool transaction" worth several billion dollars. Although the true motive behind it remains unclear, such a massive scale strongly suggests that institutions are pulling capital out of the cryptocurrency market and redirecting it toward the AI sector, which has seen more aggressive recent rallies. Although the capital data appears bleak, for steadfast cryptocurrency believers, this may be an opportunity for a reversal. CoinDesk cited analysis from the well-known on-chain data platform Glassnode. Historical experience indicates that when ETFs experience sustained massive capital outflows (particularly observing the 14-day moving average lows of ETF capital flows), market pressure has usually reached its extreme, and this often perfectly coincides with Bitcoin's "Local bottom." For example: - During the market correction in early February this year, when Bitcoin fell toward the $60,000 mark, it was accompanied by severe capital outflows, followed by a rebound. - After Bitcoin hit a high last November and pulled back, ETF outflow speed similarly showed significant acceleration during the approach to the local low near $85,000. In summary, this record-breaking $2.8 billion bleed shows, on one hand, Bitcoin's short-term weakness in the face of strong competition from traditional tech stocks; but from a historical cycle perspective, when market sentiment and ETF selling pressure reach their extremes, a stage-level dramatic comeback could arrive at any moment.

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