Spot Bitcoin ETFs Break Outflow Streak, Attract $355M Amid Liquidity Boost - Crypto Economy

TL;DR:

• US spot Bitcoin ETFs pulled in $355 million Tuesday, snapping a seven-session outflow streak that drained about $1.12 billion after a weak December overall.
• IBIT led with $143.75 million, with ARKB $109.56 million and FBTC $78.59 million; Friday marked the streak’s heaviest $275.9 million exit.
• Arthur Hayes said dollar liquidity likely bottomed in November; Ether ETFs took $67.8 million, and XRP ETFs extended a 30-day inflow run with $15 million.

US spot Bitcoin ETFs halted a seven-session outflow streak with $355 million of net inflows, as traders pointed to early signs of improving liquidity. The pivot matters because the prior seven days saw about $1.12 billion withdrawn, and December still finished dominated by outflows of roughly $744 million amid falling prices and thin year-end liquidity. ETF flows are acting like a demand dashboard, revealing when U.S. allocators de-risk and when they re-engage. BlackRock’s IBIT led the rebound with $143.75 million. The inflow arrived Tuesday, per SoSoValue, and reset the mood late.

Liquidity Cycle Reboots ETF Flows

The rebound was not a one-fund story. ARKB took in $109.56 million and FBTC added $78.59 million, while BITB attracted $13.87 million. Smaller gains landed in GBTC at $4.28 million and HODL at $4.98 million, rounding out the six products in the green. The contrast is sharp versus the prior streak’s worst day, when funds shed about $275.9 million on Friday. A single print can flip the narrative, but it also shows how fast positioning can turn when liquidity improves. Desks may need to reassess risk budgets across issuers beyond IBIT.


The inflow shift is being framed as a liquidity story. Arthur Hayes said global dollar liquidity likely bottomed in November and has been edging higher since, a setup he believes favors a renewed push in crypto. Another commentator, Mister Crypto, said liquidity indicators were “going vertical,” pointing to rising money supply measures across major economies. He also highlighted upcoming US Treasury bill purchases by the Federal Reserve, saying $8.165 billion is set to be injected on Tuesday. Liquidity tailwinds can overpower weak tape in short order.

Bitcoin was not alone in catching a bid. Spot Ether ETFs ended a four-day outflow streak Tuesday with $67.8 million of net inflows after more than $196 million left over the prior four sessions, including about $95.5 million on Dec. 23. Meanwhile, spot XRP ETFs extended their inflow streak to 30 consecutive days, adding another $15 million on Tuesday. Cross-product flows are signaling selective re-engagement, but the market is still navigating thin year-end conditions. If liquidity keeps improving, the reversal may look like early positioning as 2026 liquidity conditions firm up.