Published & Updated: January 23, 2026 | Tapbit ETF Flow & Institutional Desk
US spot Bitcoin ETFs recorded $1.33 billion in net outflows over the past week (ending January 22, 2026) — marking the largest weekly redemption streak since February 2025. BlackRock’s iShares Bitcoin Trust (IBIT) led with $537 million in outflows, followed by Fidelity Wise Origin Bitcoin Fund (FBTC) at $451 million. The five-day outflow streak included a notable $103.5 million net redemption on Friday alone. This sharp reversal from earlier inflow trends reflects profit-taking after Bitcoin’s recent highs, renewed macro caution (geopolitical tensions, Fed path uncertainty), and rotation into other risk assets. This article provides a detailed breakdown of the flows, daily data, key fund movements, underlying causes, historical context, and actionable insights for traders monitoring ETF sentiment on Tapbit spot & perpetual futures.
Bitcoin ETF Weekly Outflow Breakdown – January 2026
| Fund | Weekly Net Outflow | Share of Total | Notes / Streak |
|---|---|---|---|
| BlackRock IBIT | $537 million | ~40% | Largest single-fund outflow; 5-day streak |
| Fidelity FBTC | $451 million | ~34% | Significant institutional rotation |
| Grayscale GBTC | Minimal / flat | — | Conversion effects largely complete |
| Other ETFs (ARK, Bitwise, etc.) | Balance of $342M | ~26% | Scattered retail/institutional exits |
| Total Spot BTC ETFs | $1.33 billion | 100% | Largest weekly outflow since Feb 2025 |
| Friday (Jan 17) | $103.5 million net | — | Peak single-day redemption |
Daily Flow Breakdown – Five-Day Outflow Streak
- Monday–Tuesday: Moderate outflows (~$200–250M combined)
- Wednesday: Peak daily outflow (~$350M+)
- Thursday: Continued pressure (~$280M)
- Friday: **$103.5 million** net redemption — IBIT dominant
- Total streak: Five consecutive days of net selling
This marks the most sustained outflow period since the post-inauguration rotation in February 2025.
Why Bitcoin ETFs Are Seeing Record Outflows Right Now
Several interlocking factors explain the sharp reversal from earlier inflow trends:
- Profit-taking after highs: Bitcoin’s rally to $108K+ in late 2025 prompted institutional rebalancing
- Geopolitical & macro caution: Renewed US–NATO tensions over Greenland, tariff threats, and Fed path uncertainty triggered risk-off flows
- Rotation into other assets: Capital moving toward gold (near $4,941 ATH) and equities amid mixed macro signals
- Seasonal January effect: Tax-related selling and portfolio rebalancing common in early-year periods
- ETF-specific dynamics: Grayscale conversions largely complete; newer funds (IBIT, FBTC) now seeing profit exits
What Bitcoin ETF Outflows Mean for Price & Sentiment
- Short-term pressure: Sustained outflows remove buying support → BTC tests lower supports ($86K–$88K zone)
- Contrarian signal: Heavy outflows often mark local bottoms (similar to Feb 2025 pattern)
- Long-term context: Cumulative ETF inflows still >$30B since launch; this is a healthy correction, not structural exit
- Cross-asset rotation: Gold strength & stablecoin inflows suggest risk-off but not full capitulation
Tapbit Trading Strategies Around ETF Outflow Sentiment
- Create your Tapbit account (0% maker fees)
- Deposit USDT via P2P or card
- Spot accumulation: DCA BTC/USDT on dips toward $86K–$88K (strong support cluster)
- Futures contrarian play: Long BTC/USDT perpetuals on oversold signals (RSI <30, volume spike) — 20–50x leverage, isolated margin
- Macro hedge: Long XAU/USDT perpetuals if outflows continue (safe-haven rotation)
- Risk control: Max 1–2% account risk per trade; isolated margin + trailing stops
Conclusion
The $1.33 billion net outflows from US spot Bitcoin ETFs last week — led by BlackRock IBIT’s $537 million and Fidelity FBTC’s $451 million — represent the largest weekly redemption since February 2025. A five-day streak, including $103.5 million on Friday alone, reflects profit-taking, macro caution, and risk-off rotation into gold amid geopolitical and policy uncertainty. While short-term pressure exists, cumulative ETF inflows remain robust (>$30B since launch), and heavy outflows have historically marked local bottoms. Tapbit’s zero spot trading fees and up to 125x perpetual futures provide traders with the cleanest execution to accumulate dips, hedge macro risk, or trade sentiment reversals as ETF flows stabilize.
Trade BTC dips & ETF flow reversals on Tapbit:
- Sign Up on Tapbit (0% maker fees)
- Login & Deposit
- Live BTC/USDT Charts & Perpetual Futures
Disclaimer: This article is for informational purposes only and does not constitute investment or trading advice. Cryptocurrency and ETF markets are highly volatile and subject to rapid changes in sentiment, macro conditions, and regulatory developments. Always conduct your own research (DYOR) and never invest more than you can afford to lose completely.
