U.S. spot Bitcoin ETFs registered $348.1 million in net outflows on December 31.
The 11 spot ETFs posted $1.09 billion in December outflows following $3.48 billion in November outflows.
This marked the largest two-month redemption since the products launched in January 2024.
Bitcoin's price dropped approximately 20% during the November-December period coinciding with ETF outflows.
Ethereum (ETH) traded near $3,000, gaining 1.5% over 24 hours.
Altcoins showed stronger percentage gains with Cardano (ADA) rising 6.3% and Dogecoin (DOGE) climbing 7.1%.
Why It Matters
The record ETF outflows reflect declining institutional appetite heading into year-end despite Bitcoin ending 2025 approximately 6% lower.
Market volatility measured by Bollinger Bands narrowed to its lowest level since July, suggesting a potential significant price movement ahead.
Total Bitcoin ETF net assets stood at $113.29 billion on December 31, down 33% from an October peak of $169.54 billion.
Despite late-year outflows, Bitcoin ETFs accumulated cumulative net inflows of approximately $56.9 billion since their January 2024 launch.
Analysts suggest the consolidation represents institutional positioning rather than panic selling as markets await fresh catalysts in 2026.

Kostiantyn Tsentsura is a Content Writer at Yellow.com with over 8 years of experience in crypto, dedicating the last 4 years to writing about the industry. Based in Kyiv, he’s passionate about football, fishing, and kayaking. When he’s not tracking market trends or exploring crypto news, you’ll find him on the water—because even in crypto, sometimes it’s best to just go with the flow.