Spot Bitcoin exchange-traded funds in the USA have recorded destructive inflows for 3 consecutive months. Issues might change in January, however the section is approaching its second anniversary on a word of pessimism.
Bitcoin (BTC) Spot ETF: 3 consecutive months within the crimson?
The Bitcoin Spot ETF section is inching nearer to its third straight month of losses. Within the first 10 days of January, traders withdrew $210 million from spot BTC Based on information from ETF, SoSoValue.
Up to now, the longest bear market right here lasted two months from February to March 2025, when crypto traders slashed the Bitcoin Spot ETF’s TVL by a whopping $4.2 billion in simply 60 days.
The continuing pattern is already turning into much more devastating, with Spot Bitcoin ETF holders withdrawing $4.7 billion in liquidity over a 10-day interval in November-December 2025 and January 2026.
USD-denominated belongings underneath administration throughout the section are at roughly the identical degree as a 12 months in the past. By mid-January 2025, the whole quantity of spot injections will probably be BTC ETFs have been estimated to be value $107 billion, however at the moment are value about $116 billion.
At its peak, recorded simply earlier than the crypto flash crash on October 10, the sector was valued at greater than $166 billion.
Are we in a “cute bear market”?
Bitcoin (BTC), the biggest cryptocurrency and the underlying asset of Spot. BTC The ETF has fallen from $94,000 to $90,500 up to now 12 months.
As Bitcoin (BTC) For the primary time in historical past, the post-halving 12 months ended with a crimson candle, main extra analysts to counsel the beginning of a bear market.
In the meantime, CryptoQuant CEO Ki Younger Ju predicts that this recession will probably be extra forgiving than the crypto winters of 2018-2019 and 2021-2022.
This Bitcoin bear market is cute pic.twitter.com/02RCMvxZxC
January 9, 2026
The web capitalization of the cryptocurrency market decreased from $3.6 trillion to $3.2 trillion final 12 months, with ATH exceeding $4.3 trillion on October 7, 2025.
