U.S.-listed spot Bitcoin ETFs recorded a net outflow of $470 million on October 29, 2025, marking a reversal from recent inflows, per Farside Investors data cited in the Cointelegraph article. Fidelity’s FBTC led with $164 million in redemptions, followed by ARK Invest’s ARKB at $143 million and BlackRock’s IBIT at $88 million, while Grayscale’s GBTC and Bitwise’s BITB saw $65 million and $6 million outflows, respectively. This drawdown contrasts with $149 million inflows on Monday and $202 million on Tuesday, reducing cumulative net inflows to $61 billion and total AUM to $149 billion, representing 6.75% of Bitcoin’s market cap, per SoSoValue. The outflows coincide with BTC briefly dipping to $108,000 before recovering to $113,567, amid a 2.78% decline, per CoinGecko.
The outflows followed the U.S. Federal Reserve’s 25 basis point rate cut on October 29, 2025, which, despite being anticipated, triggered profit-taking and leveraged position unwinding, per Kronos Research CIO Mark Liu. Liu noted investors are in a “wait-and-see mode,” with Ethereum (ETH) dropping over 5% to $4,070, testing a critical pivot at $4,200. The market also reacted to a virtual meeting between U.S. President Donald Trump and Chinese President Xi Jinping, where discussions on trade tensions eased immediate concerns but highlighted ongoing geopolitical risks, potentially pressuring risk assets like BTC, per. Presto Research’s Peter Chung emphasized that a dovish Fed Chair Jerome Powell tone at the upcoming Jackson Hole symposium (August 22–24, 2026) could spark a rally, while hawkish signals might extend the slide, with CME FedWatch showing an 85% probability of a September 2026 rate cut.
Despite the outflows, Bitcoin ETFs collectively hold over 1.5 million BTC, valued at $169 billion or 7.3% of BTC’s total supply, per Bitbo. BlackRock’s IBIT leads with 805,239 BTC, followed by Fidelity (206,258 BTC) and Grayscale’s GBTC (172,122 BTC). Analysts like those at Bitwise argue this rotation is “healthy,” with outflows reflecting profit-taking after a rally, while inflows into ETH ETFs ($3.87 billion in August 2025) suggest diversification, per Cointelegraph. Michael Saylor of MicroStrategy remains bullish, forecasting BTC at $150,000 by end-2025, driven by institutional adoption and policy shifts like the GENIUS Act, per.
The outflows, combined with the Fed cut and Trump-Xi talks, signal short-term consolidation, with BTC support at $108,000 and resistance at $115,000, per TradingView. A dovish Jackson Hole could push BTC to $120,000 and ETH to $4,500, while hawkish rhetoric risks a drop to $105,000, per. Monitor ETF flows via SoSoValue and FOMC minutes on federalreserve.gov. Dollar-cost average into BTC or ETH with stop-losses below $108,000 and $4,000, or diversify into USDC, per Techopedia. Follow @Cointelegraph on X for updates. Despite outflows, ETFs’ 7.3% BTC holdings underscore long-term institutional commitment, per.
