2025-12-24 00:49:11

Recently, those who have been paying attention to the data may have noticed that since the beginning of November, the 30-day net inflow moving average for Bitcoin and Ethereum Spot ETFs has not been very optimistic, lingering in the negative territory. What does this indicate? Institutional enthusiasm is cooling down, and some funds are quietly withdrawing.

This phenomenon appears to be merely a fluctuation in inflow data, but what it reflects behind the scenes is more worthy of contemplation. The decline in institutional participation means that big players are on the sidelines, or in other words, they are still assessing the current market rhythm. Meanwhile, the outflow of some funds has exacerbated the contraction of market liquidity—during such times, market volatility may become more sensitive, and price changes are also more likely to be amplified.

For traders, this is neither bad news nor good news; it's just a signal that needs attention. During periods of tightened liquidity, it's always wise to be cautious.

BTC0,71%

ETH-0,08%

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NftMetaversePainter

· 12-26 18:38

honestly the liquidity crunch narrative feels overblown... institutions pulling out could just mean they're waiting for better entry points tbh. seen this pattern way too many times before the next pump cycle kicks in

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ColdWalletGuardian

· 12-25 14:28

Hmm... Institutions are running, retail investors are still sleepwalking --- As soon as liquidity tightens, I knew something was going to happen. I already reduced my positions --- Negative for so long? It seems big funds are really waiting for something --- Caution is correct, but I think this is actually a sign of accumulation at a low level --- Net inflow being negative doesn't mean much; the key is whether the price can hold up --- Major players retreating = approaching the bottom? Or continuing to fall? Only heaven knows --- Those still willing to leverage now are true warriors... --- Let's wait and see, maybe this is the calm before the storm of a sharp rise

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StableCoinKaren

· 12-24 19:33

Are the institutions selling off? Then aren't we retail investors just the bagholders? Big institutions are all withdrawing; basically, they're waiting for the bottom. We're still struggling here. Liquidity contraction means it's easier to be crushed, so we still need to watch our positions carefully. This wave of negative inflow is quite interesting—is it the bottom or a trap? It sounds like the institutions are playing chess while we're just watching the show. Forget it, better to protect our principal.

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GasFeeNightmare

· 12-24 01:18

Institutional outflows this time... feels like something big is brewing. When liquidity tightens, prices can easily be smashed, so it's important to guard your Position. What are the big players observing? Is it a bottom signal? The negative net inflow of ETFs is indeed heart-wrenching, but on the flip side, maybe institutions are Whipsawing. This is when it's easiest to get Liquidated, so it's better to hold still and see how things unfold. Since November, so much has flowed out; it feels like a change is coming.

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SerumSurfer

· 12-24 01:17

The institutions have run away, it was evident long ago. With liquidity so tight, the bottom might not have been reached yet.

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screenshot_gains

· 12-24 01:14

Institutions are fleeing, this wave will have to rely on retail investors to bail-in.

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ChainWallflower

· 12-24 01:13

The institutional investors have already started to flee; the question is when can we retail investors buy the dip.

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CryptoNomics

· 12-24 01:08

honestly the ETF flow data doesn't even tell half the story if you're not looking at the correlation matrix with staking derivatives and cross-chain liquidity pools, but go off i guess

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JustAnotherWallet