2025-12-31 16:21:48

Yesterday, the US spot Bitcoin and Ethereum ETF markets experienced a rare full-scale positive capital inflow—none of the 12 BTC ETFs showed negative numbers, and all 9 ETH ETFs achieved net inflows. Behind this comprehensive capital rebound is a market gradually shifting from extreme caution to recovery signals.

It's a bit ironic—just recently, these crypto ETF products were still bleeding out. According to Glassnode data, US Bitcoin and Ethereum spot ETFs experienced net outflows for eight consecutive weeks, and the market was in a pure stockpile game—no new capital entering, only existing funds shuffling among themselves. Under this scenario, trading depth decreased, price volatility was infinitely amplified, and investor sentiment sank to its lowest point.

But yesterday's situation was completely reversed. What's more interesting is that this capital inflow wasn't exclusive to top-tier products. Major players like BlackRock's IBIT, ARK, and 21Shares' ARKB attracted funds, but mid-sized ETFs like Bitwise BITB (net inflow of $13.87 million), VanEck HODL ($4.98 million), and Grayscale Bitcoin products ($4.28 million) also shared the pie. The ETH side is similar—besides star products like Grayscale and Fidelity's FETH, other mid-sized products also received capital inflows.

What does this indicate? It's not that a single product suddenly became popular and triggered short-term speculation, but that the entire market's confidence in crypto ETFs is fully recovering. From eight weeks of collective net outflows to now turning positive across the board, this turning point not only breaks the negative cycle but also sends a strong signal: the bottom of market sentiment for cryptocurrencies may have already been confirmed.

BTC-0.64%

ETH0.36%

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MoonBoi42

· 5h ago

Wait, eight weeks of net outflows suddenly turn positive? This rebound is a bit strong, I feel like there's something I haven't understood.

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potentially_notable

· 5h ago

Eight weeks of heavy losses to full profitability, the speed of this reversal is quite rapid... Has the bottom really been confirmed?

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TopBuyerBottomSeller

· 5h ago

Has the eight-week bleeding finally stopped? This overall positive turn is really interesting; it feels like the market is searching for a bottom.

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MoonWaterDroplets

· 5h ago

After eight weeks of sharp decline, a full reversal—this rebound pace is quite aggressive. Wait, has the bottom really been confirmed? I'm still a bit anxious. Eight weeks of continuous bleeding just turned around like that? Feels a bit too quick, brother. All positive inflow across the board, this doesn't seem like the prelude to a leek-cutting scam... Small and medium ETF funds are also attracting capital, indicating that this wave is truly a recovery and not just hype. I just want to ask, is now the right time to enter, or is this the highest point again? I half believe the bottom has been confirmed, but the other half is still watching to see if it can hold. Alright, it seems the bear market is really coming to an end. Such a full reversal situation is not common.

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DeFiVeteran

· 5h ago

Eight weeks of blood loss turning positive across the board with a quick turnaround—this pace is a bit fierce... Has the bottom truly been confirmed, or is this just another rebound trap? --- It's not just the flagship products taking all the attention; even small and medium ETFs are seeing inflows, which is a strong signal. --- Ironically, a few days ago someone was calling the bottom, and now the inflow data is slapping their face—it's quite satisfying to see the face-slapping. --- A full reversal sounds great, but the question is, can this last? Or will we see another eight-week cycle? --- BlackRock's IBIT has been continuously attracting funds, and this time other products are following suit with additional purchases... What are the institutions doing? --- That period of stock game was truly incredible—just two people flipping assets back and forth, ruining the price. Now finally, new blood has come in. --- Can a single day of full-scale inflows declare the emotional bottom? I need to look at more data. --- Gray's millions in net inflows seem small, but considering the number of products, there's still volume overall. --- From eight weeks of blood loss to a full reversal, the rebound slope... Did some big players get in early? --- The key isn't the ETF itself, but whether this inflow is genuine demand or institutions pushing the market. Time will tell.

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