ETF inflows suggest institutional sentiment is stabilizing and shifting toward cautious accumulation, one analyst said.
The tumbling crypto market still largely reflects a leverage flush-out rather than a full-blown capitulation, one analyst noted.
U.S. spot bitcoin ETFs recorded about $316 million in net outflows during the holiday-shortened Presidents' Day trading week.
A BlackRock affiliate purchased 4,000 seed shares of the fund for $100,000, providing the initial capital the trust will use to purchase ether, according to an amended S-1 filing.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
The shift may be due to complex market dynamics, potentially reflecting the unwinding of a trade that capitalized on bitcoin treasury companies trading at premiums to their mNAV.
Harvard trimmed its Bitcoin exchange-traded fund holdings by 21% in Q4 and opened an $86.8 million Ethereum ETF position.
Trump Media and Technology Group is looking to list a fund tracking the native token for Crypto.com's Cronos network, and BTC/ETF ETF.
Ethereum ETF investors are sitting on a far uglier entry point than their bitcoin counterparts, according to Bloomberg Intelligence analyst James Seyffart, with spot ETH funds now absorbing a drawdown that has left many buyers deep underwater. “Ethereum ETF holders are sitting in a worse position than their Bitcoin ETF brethren,” Seyffart wrote on X late Tuesday. “The current ETH price of $2,000 is way below their average cost basis of ETF holders at about ~$3,500. It’s a painful proposition. But it’s one that Eth ETF holders have experienced already.” Seyffart added that the most recent ETH ETF trough pushed the drawdown “beyond 60%,” roughly matching the percentage decline ETH saw at its April 2025 low, framing the move as severe but not unprecedented for ether’s investor base. Related Reading: Ethereum Holders Shift To Self-Custody As Market Consolidates Near $2K Even so, he argued the investor response has been more stoic than the price action implies. “Still, the vast majority of buyers have stayed put,” he wrote, pointing to net inflows across the ETH ETF complex falling from roughly $15 billion to below $12 billion — a materially larger deterioration than bitcoin ETFs “on a relative basis,” but, in his words, “still fairly decent diamond hands in grand scheme (for now).” Fresh flow data suggests the bleeding has slowed, but not flipped decisively. SoSoValue data shows US spot ether ETFs took in about $13.82 million in net inflows on Feb. 10. That followed a week of net redemptions totaling roughly $166 million, extending a multi-week outflow streak. On a monthly basis, SoSoValue figures peg last month’s net flow at about $350 million in outflows. Cumulatively, total net assets are at $11.76 billion as of Feb.10. Goldman Sachs Is Bullish On Ethereum Against that backdrop, Goldman Sachs’ latest 13F disclosure added a different kind of signal: traditional finance’s exposure is increasingly visible, and not confined to bitcoin. On Tuesday, Goldman disclosed about $2.36 billion in crypto-related positions, including roughly $1.06 billion tied to spot bitcoin ETFs and about $1.0 billion to spot ether ETFs, alongside smaller exposures of about $153 million in XRP and $108 million in Solana — a roughly 0.33% allocation in the context of its broader holdings. Related Reading: Can Ethereum Price Still Hit $7,600 In 2026? Here Are The Odds The reactions on X leaned into the optics. Binance founder Changpeng “CZ” Zhao framed the filing as a positioning gap between crypto natives and banks: “Crypto is probably the only place you had an earlier start than the banks. But if you sold your crypto last quarter, while the banks are buying, then…” MoonRock Capital founder Simon Dedic focused on the ETH sizing itself: “Very interesting to see them holding almost as much ETH as Bitcoin. For a conservative investment bank that typically sticks to standard portfolio structures like market cap weighting, this speaks volumes on how they’re significantly more bullish on Ethereum than Bitcoin, which would normally be 4–6x larger in such portfolios. This is the institutional supercycle, and ETH is clearly the institutional darling.” At press time, ETH traded at $1,949. Featured image created with DALL.E, chart from TradingView.com
It held $1.06 billion in spot bitcoin ETFs and $1 billion in spot Ethereum ETFs as of the end of last year, according to its 13F filing.
That target is “unrealistic” this year, but possible “over the long term” once negative sentiment reverses, according to the analysts.
US spot bitcoin ETFs posted $544.94 million in outflows Wednesday as the world's largest cryptocurrency continued to slide.
Hougan said institutional ETF and digital asset treasury flows masked the severity of losses across much of the crypto market last year.
The price of Bitcoin briefly traded below Microstrategy's cost basis for the first time since October of 2023 as top cryptocurrencies dropped on Saturday.
The first fund to track the Avalanche's AVAX token and include staking rewards debuted Monday with the launch of the VanEck Avalanche ETF.
Crypto funds have posted their largest weekly outflows since November 2025 as U.S.-led redemptions neared $2 billion, per CoinShares.
From yield potential to custody risks, here’s how direct ETH and staking funds compare for different investor goals.
BlackRock's industry-leading IBIT fund has seen four straight days of outflows as BTC ETFs log their worst outflow week since February 2025.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Analysts said institutional traders are tightening risk amid macro uncertainty, but noted that outflows do not reflect structural weakness.
Analysts said the outflows reflect a temporary derisking from institutional investors, rather than a fundamental rejection of crypto's value.
The Ethereum price prediction January 2026 is gaining traction as ETH extends an upward trend that began in late November 2025. By mid-January, Ethereum retested its 200-day EMA while ETF inflows, improving on-chain metrics, and shifting market psychology strongly pointing toward strengthening momentum that might result in a rally soon. Ethereum Price Prediction January 2026: …
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
The expected increase is likely to be supported by additional crypto regulation, including the passage of the Clarity Act in the U.S.
The first full trading week of 2026 saw XRP and SOL ETFs log net inflows, while bitcoin and ether funds struggled in comparison.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Crypto asset manager Grayscale has begun distributing staking rewards to investors in its Ethereum staking exchange-traded fund.
Bitcoin-specific inflows retreated 35% to $26.9 billion, while Ethereum, XRP, and Solana products absorbed over $20 billion combined.