2026-01-02 08:22:13

The past two months have really been tough for the US spot ETF market. From November into December, this sector experienced the two worst months in history—institutional investors' enthusiasm suddenly cooled down, with net outflows from spot ETFs reaching as high as $4.57 billion.

Ethereum ETFs faced the greatest pressure, with monthly outflows exceeding $2 billion. This decline was accompanied by a 20% drop in Bitcoin prices, with both almost moving in sync. From the data, this is not just a price fluctuation issue but also a deeper reflection of a shift in institutional funding attitude towards the current market—moving from previous enthusiasm to cautious observation, and even partial withdrawal of funds.

Interestingly, although this correction looks quite frightening, it also coincides with a re-evaluation of macroeconomic and policy expectations by market participants.

ETH2.35%

BTC1.79%

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AirdropGrandpa

· 4h ago

When institutions retreat, that's how it is. Thinking about it, it's really ironic. --- 4.57 billion in outflows? No big deal, just waiting to buy the dip. --- ETH this time is really a bit unfortunate, but on the contrary, I feel an opportunity has come. --- Reevaluating macro expectations? Basically, it means they are scared. --- A 20% drop, some are crying, some are laughing. --- The cooling of institutional enthusiasm is actually a good thing; retail investors should take their turn. --- This is the real shakeout; it's still early, friends. --- Every time they say it's the worst, but what happens? It rises back next month. --- Ethereum has a 2 billion outflow in a single month. Is this clearing out or building positions? --- Don't be scared by the data; the most disastrous times in history are often the night before the most bullish days.

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GateUser-2fce706c

· 4h ago

Others are fearful, I am greedy. What does this 4.57 billion outflow indicate? It shows that institutions still haven't understood. I've said it before, this is the best opportunity for strategic positioning. Institutions are withdrawing? Perfect, it's time for retail investors to buy the dip. Time waits for no one, everyone. This pullback is not a bad thing; it's clearly a sign of a shakeout. Let's wait and see how it surges afterward. Some people are still on the sidelines, but I mentioned this logic three months ago. Those who only understand now are already late. BTW, the 2 billion ETH outflow is truly remarkable. The peak is just ahead, but no one can see it. Honestly, those who can't grasp this mechanism won't be able to seize the opportunity. Reevaluating macro expectations? That means it's time to change our strategic approach. The wealth code in this track is right in front of us. A 20% price drop is nothing; history will prove today's decision.

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ZenZKPlayer

· 5h ago

Institutions are running away, this wave is indeed a bit tragic. I didn't expect ETH to outflow 2 billion. --- $4.57 billion net outflow, it sounds like cutting leeks, retail investors are still bottom-fishing. --- Wait, is this a reassessment of macro expectations? It feels like institutions are just chicken, not so mysterious. --- Bitcoin dropping 20% combined with Ethereum's crash, I knew there would be more drama ahead. --- Honestly, I've heard the story of institutional attitude change too many times. When will it actually turn around? --- The recent pullback in spot ETFs has given retail investors a chance to jump in, if you're brave enough. --- Deeply reflecting attitude change... isn't that just being trapped? Don't dress it up so grandly.

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MetaMuskRat

· 5h ago

Institutions are really running away, with over 2 billion ETH flowing out—it's simply outrageous. --- $4.57 billion can't be spoken, this is "enthusiasm." --- Wait, Bitcoin drops 20%, and institutions are still dumping? Something's not right. --- Nah, macro expectations are just being reassessed; the real situation is just fear. --- Ethereum has been especially bad this month, it feels like no one wants it anymore. --- Talking about reassessment, isn't it just about selling when the market looks bearish? --- $4.57 billion net outflow—does this mean a chance to build positions at low levels? --- This correction looks scary, but only those who hold on can smile last. --- What does massive ETF outflow indicate? The market bottom hasn't arrived yet. --- The worst in two months in history—just listen, I've seen this kind of market many times.

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ForkLibertarian

· 5h ago

Institutions' recent withdrawals really made me laugh. They were hyping up so much before, now they're running away so quickly. --- ETH is bleeding so badly, feels like someone is trying to buy the dip. --- 4.57 billion has gone out... turns out all the previous enthusiasm was fake. --- It's ridiculous just thinking about it. A single policy change and everything moves; this is the true face of institutions. --- Bitcoin has dropped 20%, worse than ETH. Is this a differentiated strike? --- Actually, this is just a shakeout. Let's see who can hold on. --- Reevaluation of macro expectations? Basically, it's just fear.

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