US Bitcoin ETFs just snapped a 9-day inflow streak.

Here's what you need to know:

1) US spot Bitcoin ETFs saw $202 million in net outflows on Friday, the first red day in 9 sessions

2) The same week, those funds still took in $925 million

3) BlackRock's IBIT alone took in $938 million last week, meaning the rest of the complex was a net seller

4) Bitcoin ETF AUM tagged $101 billion on Thursday and closed Friday at $97.6 billion

5) Ethereum ETFs took in $824 million last week, the best week of 2026 and the best since October 2025

6) ETH funds added another $102 million on Friday, while Bitcoin funds leaked. That is 10 straight sessions of ETH inflows

7) Combined BTC + ETH ETF inflows last week: $1.75 billion

8) Solana ETFs: +$143 million. XRP ETFs: +$110 million

9) Friday's wipeout was longs, not last week's short squeeze: $488 million liquidated, 97,000 traders, more than $360 million of it longs

10) August Bitcoin ETF flows are still +$3.3 billion, with today still on the calendar

The bid rotated. It did not reverse.