U.S. Bitcoin ETF Flows Turn Negative After Two Strong Trading Sessions - Crypto Economy

2026-01-07 13:05:13

TL;DR

U.S. spot bitcoin ETFs recorded net outflows of $243 million, ending a streak of more than $1.16 billion and marking the first negative day of 2026.
Fidelity’s FBTC led the outflows with $312.24 million, followed by Grayscale’s GBTC with $83.07 million, while BlackRock’s IBIT was the only fund to post inflows, adding $228.66 million.
Analysts attributed the move to capital rebalancing. Ethereum, XRP, and Solana ETFs posted moderate inflows.

U.S. spot bitcoin ETFs recorded net outflows of $243 million on Tuesday, following two consecutive days of strong inflows at the start of 2026. The shift marked the first day of negative flows this year and ended a streak that had exceeded $1.16 billion in inflows over the first two trading sessions.

The outflows were concentrated in a handful of products. Fidelity’s FBTC led the way with $312.24 million in redemptions, followed by Grayscale’s GBTC, which saw $83.07 million exit the fund. The Grayscale Bitcoin Mini Trust recorded $32.73 million in outflows. Funds from Ark & 21Shares and VanEck also closed the session in negative territory. By contrast, BlackRock’s IBIT was the only ETF with positive flows, drawing in $228.66 million.

IBIT continues to dominate the ETF market. Over the first three trading days of 2026, the fund accumulated $888 million in net inflows, keeping it as the primary destination for capital within the sector. The divergence among products points to internal redistribution rather than a coordinated exit from the market.

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Bitcoin Capital Shifts to Other ETFs

From an institutional perspective, Kronos Research said the outflows reflect a normalization after the year’s initial inflows and routine exposure rebalancing, not a loss of conviction in Bitcoin. The firm emphasized that a single day of negative flows does not alter the broader trend of institutional allocation, particularly after the strong start to the year.

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Consolidation and Rebalancing

According to CoinMarketCap, bitcoin remained stable despite the volume of outflows, trading around $91,900 and down 1.9% on the day. The price action points to a consolidation phase rather than a capitulation scenario. LVRG Research said the move aligns with moderate profit-taking and standard portfolio adjustments following a positive start.

Meanwhile, flows shifted toward other assets. Spot Ethereum ETFs recorded net inflows of $114.7 million, even as Grayscale and Fidelity products saw outflows. XRP ETFs attracted about $19 million, while Solana ETFs added $9 million. BTSE said part of the market is seeking greater relative upside in SOL and XRP compared with bitcoin.

BTC-1,17%

ETH-2,52%

XRP-4,15%

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