US Spot Crypto ETFs See Sharp Capital Rotation as Bitcoin and Ethereum Face Sustained Outflows

Key Insights:

• Bitcoin spot ETFs recorded $250M in net outflows on Jan. 9, marking the fourth consecutive day of redemptions.
• BlackRock’s IBIT and ETHA led daily outflows, highlighting concentrated exits from the largest crypto ETF issuers.
• Despite short-term pressure, Bitcoin and Ethereum ETFs still hold $56.4B and $12.4B in cumulative inflows.
• ETF trading activity remained strong, signaling investor repositioning rather than a full retreat from crypto exposure.

U.S. spot crypto ETFs showed mixed capital flows in early January, pointing to a sharp rotation among large funds. Bitcoin ETF products saw sustained outflows despite strong interest earlier in the week. At the same time, Ethereum ETFs continued to face redemption pressure, even as trading activity remained steady.

Bitcoin Spot ETFs Extend Outflow Run With $250M Exit, SoSoValue Data Shows

Bitcoin spot ETFs recorded a net outflow of $250 million on January 9, marking the fourth straight day of net redemptions, based on data from SoSoValue. Recent exits followed a strong start to the year, signaling more selective positioning by institutional investors rather than a broad withdrawal from the market.

Image Source: SoSoValue

Among Bitcoin ETFs, Fidelity’s FBTC posted the largest single-day net inflow, pulling in $7.87 million. And with this recent investment round, the vehicle’s total historical net inflows now stand at $11.72 billion.

While FBTC raked in the most funds on the day, BlackRock’s IBIT recorded the largest daily outflow at $251.9 million. Even so, cumulative inflows into the fund remain substantial at $62.41 billion, keeping it the largest Bitcoin ETF by capital.

Following Friday’s outing by BTC ETF products, total net asset value across all Bitcoin spot ETFs reached $116.86 billion. And with that, ETF assets now represent about 6.48% of Bitcoin’s total market capitalization. Historical cumulative net inflows across the segment stand at $56.40 billion.

Earlier in the week, Bitcoin ETFs posted strong capital rotation into the sector. On Monday net inflows touched roughly $697 million, the strongest single-day intake since October 7, 2025. That surge marked a return of institutional buying after a quiet final quarter of last year, according to multiple trend observers.

U.S.-listed investment vehicles pulled in $1.5 trillion in 2025, up more than $400 billion the previous year. Total assets managed by the sector climbed to a record $13.4 trillion, pushing the overall market value to $3 trillion. 

Image Source: The Kobeissi Letter

Ethereum ETFs Face Heavy Outflows Despite $12.4B in Historical Inflows

Ethereum spot ETFs faced yet another challenging market session, posting a total daily net outflow of $93.82 million. BlackRock’s ETHA suffered the most, recording a single-day net outflow of $83.78 million. Despite the daily outflow, ETHA’s cumulative historical net inflow remains at $12.72 billion, making it the largest Ethereum spot ETF by total inflows.

Image Source: SoSoValue

The second-largest single-day net outflow came from Grayscale’s ETHE, which saw a net outflow of $10.04 million on the day. ETHE’s cumulative historical net inflow stands at –$5.14 billion, reflecting ongoing capital rotation out of the fund.

Other Ethereum spot ETFs, including Fidelity’s FETH, Bitwise’s ETHW, VanEck’s ETHV, and Invesco’s QETH, reported zero net inflows or outflows for the session.

However, from a longer-term perspective, cumulative total net inflows across all Ethereum spot ETFs have reached $12.43 billion.

As of press time, the total net asset value of Ethereum spot ETFs stood at $18.70 billion, accounting for approximately 5.04% of Ethereum’s total market capitalization. Meanwhile, total value traded reached $1.11 billion, indicating continued market participation despite short-term outflows.

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