A financial movement is shaking Bitcoin-based investment funds.
Data provider company in January 2024, more than a year after cash ETFs were approved in the US On-chain Cryptoquant warns that these instruments will go beyond key points.
Numbers They reveal the story of meteor promotions and sudden waterfallsinstitutions adjust their strategies in an increasingly uncertain economic environment.
The year began strongly with Bitcoin ETFs. Capital tickets reflected a greedy appetite for these financial products, and encouraged managers to accumulate Bitcoin.
However, this trend has taken a dramatic turn. Cryptoquant reports an important reversal: From the historic biggest of the yeartickets are classified as nearly $5,000 million, which amounts to a 12% reduction.as shown below:
This setback drags the price of Bitcoin, currently around $87,000. ETF performance has a direct link to currency prices.
Companies that manage these funds must acquire and maintain Bitcoin at the Treasury to support the actions issued. When demand rises, Companies go to the market to buy more BTC..
However, this process also works inversely. If an investor withdraws capital, the manager will sell a portion of the holdings to cover redemption. Increase offers and lower the value of assets.
From happiness to stabilization
Look at historical figures to understand the magnitude of change. 2024, ETF accumulated tickets exceeded $330 millionconstant growth that gave optimism in the market.
in contrast, 2025 started with the same propulsion, but quickly lost strength.as seen in the following graph.
Cryptoquant is after a few weeks of exit, The daily flow of these funds seems to be stable. “After a few weeks of exit, without strong demand or offers.”
Still, ETF holders are not in negative terrain. Average acquisition cost – a price of $72,546 earns. Investors maintain an average unrealized gain of 17%. This suggests that despite the turbulence, the market has yet to be regained, the company notes.
The institution will be replicated
Behind this flow coaster is a key element. “Institutions are restructuring and reducing risk,” the research firm said.
macroeconomic uncertainty; It has intensified by recent political decisions and plays a crucial role.
President Donald Trump’s management has reconsidered tariff policies on imports from Mexico, Canada and China, which are shaking global economic stability, as reported by encryption.
These tariffs raise the costs of imported assets, lower inflation, and force central banks such as the Federal Reserve to readjust monetary policy.
Bitcoin is usually perceived as a shelter during times of crisis, but his actions do not escape these dynamics. In the context of high volatility, Investors tend to evacuate to more traditional assets such as treasure bondsput aside the higher risk options.
Furthermore, the strengthening of the dollar driven by commercial tensions; Add bear pressure to bitcoin and other cryptocurrencies.
The future of balance
Bitcoin ETF, which once promised to be a bridge between traditional finance and the world of cryptocurrency. They are now facing a critical moment.
The stabilization of the flow suggests a pause amidst the storm, but the panorama is still vulnerable. Institutions coordinate candles and global markets with a vast wave of commercial policy, but these funds and the fate of Bitcoin that supports them are delicately balanced.
