On November 4, 2025, U.S. Bitcoin and Ethereum ETFs recorded a staggering $800 million in net outflows, the largest single-day withdrawal since August 1, 2025, per SoSoValue data cited in COINTURK NEWS. Bitcoin ETFs alone saw $577.7 million exit, with Fidelity’s FBTC losing $356.6 million, Ark & 21Shares’ ARKB shedding $128 million, and Grayscale’s GBTC dropping $48.9 million. Ethereum ETFs followed with $219.3 million in outflows, led by BlackRock’s ETHA at $111 million. This marks the fifth consecutive day of negative flows for Bitcoin funds, totaling $1.9 billion over the week, per. In contrast, Solana ETFs bucked the trend with a modest $14.8 million inflow, per. X posts from @wzcryptoo highlight the rotation, noting “capital rotation in action — SOL keeps attracting attention while BTC & ETH see steady outflows,” per [post:0].
The outflows stem from institutional portfolio rebalancing and risk management, as investors unwind leveraged positions amid rising macroeconomic uncertainties, per. Rachael Lucas, BTC Markets analyst, attributes the pressure to a “significant shift in institutional positioning,” with tactical sales reflecting caution ahead of the FOMC minutes release and Fed Chair Jerome Powell’s Jackson Hole speech, per. Powell’s July remarks dashed December rate-cut hopes, pushing the dollar index above 100 and correlating crypto with tech stocks under pressure, per. Derek Lim, Caladan Research Director, notes that the dollar’s strength drives flight to safety, exacerbating outflows, per. Bitcoin’s dip from $125,000 to $99,000 is “comparatively limited” versus Q1’s 31% drop, but continued withdrawals could tighten liquidity and spike volatility, per.
The Fear & Greed Index plunged to 21 (“extreme fear”), reflecting heightened market anxiety amid $1.27 billion in liquidations, per. Short-term sentiment is bearish, with Bitcoin stalling at $102K and Ethereum near $3,200, per. X sentiment echoes this, with @rajkagar warning “crypto markets took a hit today… Fear & Greed Index at 27 = ‘Extreme Fear.’ Stay cautious, avoid leverage,” per [post:2]. Despite the pain, Lim argues the market’s structural bullishness persists, as quantitative tightening nears its end. Ethereum’s correlation with tech (0.85) amplifies its vulnerability, but Solana’s ETF inflows signal altcoin rotation, per [post:1].
Short-term, expect sideways trading until Jackson Hole clarity; a dovish Powell could rally BTC to $110K and ETH to $3,500, while hawkish tones risk further dips to $95K and $3,000, per. Long-term, institutional rebalancing may stabilize post-event, with $4B in potential inflows if rate cuts materialize, per. Investors: Dollar-cost average on dips, set stop-losses below $98K for BTC and $3,100 for ETH, and diversify into USDC or SOL ($157.9), per TradingView. Track ETF flows on SoSoValue and sentiment via @intothecoin on X [post:1]. Crypto’s resilience amid $2B liquidations suggests a rebound, but macro risks loom, per.
