Liquidity shifts, Federal Reserve expectation adjustments trigger weekly net outflows in digital assets—Bitcoin and Ethereum come under pressure, while new tokens profit against the trend

2026-01-12 10:24:11

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【ChainNews】Latest data shows that digital asset investment products experienced a wave of net outflows last week—$454 million withdrew in a single week, and over the past four days, a total of $1.3 billion has been drained, almost wiping out the $1.5 billion net inflow at the beginning of the year. The main driving force behind this is quite clear: market expectations for a Fed rate cut in March are weakening.

Regionally, the U.S. market leads the outflows, with a net outflow of $569 million. In contrast, Europe and other developed countries saw slight inflows—Germany with $58.9 million, Canada with $24.5 million, and Switzerland with $21 million.

At the coin level, the divergence is obvious. Bitcoin and Ethereum, as market leaders, faced outflows of $405 million and $116 million respectively. However, emerging tokens like Solana, XRP, and Sui attracted capital against the trend—Solana with $32.8 million, XRP with $45.8 million, and Sui, though smaller in size, also attracted $7.6 million. This divergence reflects investors’ differentiated choices as they adjust their strategies.

BTC-2.69%

ETH-2.6%

SOL-2.39%

XRP-1.58%

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ruggedSoBadLMAO

· 01-14 15:08

BTC and ETH are being hammered again, but how come Solana and these new coins are still attracting funds? Is it real or fake? --- Big funds have exited, retail investors are still buying new coins? This game is getting interesting. --- The US market has the heaviest net outflow, while Europe is actually entering the market. Is there some insider information in the white paper? --- 4.54 billion was poured in, and the gains since the beginning of the year have been wiped out. This drop really hurts. --- Are new coins attracting funds against the trend? It feels like just gambling somewhere else. Could this be the last wave of buying? --- The Federal Reserve's expectations have shifted, and everyone is reallocating. BTC and ETH have been hit the hardest. --- Interesting, are the big players withdrawing from BTC and shifting to SOL? Are they optimistic or just fleeing? --- With so much net outflow, does anyone dare to buy the dip? Haha

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ZkProofPudding

· 01-13 18:39

Market trend shifts, Bitcoin and Ethereum are taking a hit again Solana's recent move is indeed interesting, new coins are making a comeback The Federal Reserve's actions have really stirred up the market Bitcoin outflows are so strong? Time to consider buying the dip Capital rotation, this is the fate of Web3 Europe is still buying in, are Americans about to run? Keep an eye on those emerging coins, old coins are too competitive $450 million worth of funds fleeing, that's pretty intense

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FOMOrektGuy

· 01-12 10:53

Bitcoin and Ethereum are being hammered, but new coins are growing wildly; funds are playing the rotation game. --- Here we go again, the big players are running, the small players are rushing in—always the same old routine. --- The US market is retreating, Europe is still bottom fishing? The gap is too big. --- Solana, XRP, Sui are taking the meat; BTC and ETH are sipping soup. The reversal has truly reversed. --- Outflow of 450 million isn't a big deal; the real question is where did this money go? --- Are investors truly waking up, or are they just switching tracks to keep losing? --- What does slight inflow into Europe mean? Do they really believe in new coins, or are they just taking over the positions? --- I'm done, Bitcoin keeps falling while new coins take off—this market is really crazy. --- The money that came in at the beginning of the year is about to be fully drained? Turns out they were all just here to be the main players' bagholders. --- Solana is starting to attract funds again. Is this another new round of bubble?

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NFTRegretful

· 01-12 10:38

Bitcoin and Ethereum are both running; this time, it depends on how long Solana can hold up.

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ILCollector

· 01-12 10:32

The people selling BTC must be very clear-headed; I’m still trapped, haha --- Really, is this wave of new coins still rising? Why didn’t I catch the train? --- The big players have left, retail investors are still sleepwalking, classic routine --- Whenever the Federal Reserve acts, the market trembles; when will it become independent? --- Solana attracting funds? This time isn’t it just another show before cutting the leeks? --- With so much BTC flowing out, is the bottom in? Or will it continue to drop? --- Looks like I have to follow the institutions; watching the market myself is really easy to get cut --- Europe is bottom-fishing, the US is trying to top out; why is the difference so big?

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0xSleepDeprived

· 01-12 10:27

Mainstream coins have collapsed, while small coins are actually thriving. This is rotation, brother. --- It's the US dumping again, why is Europe still buying? --- Sui, XRP attracting money? Feels like another prelude to a wave of profit-taking. --- BTC and Ethereum dumped 450 million, are new coins being snatched up for quick gains? This logic is a bit sinister. --- All the gains from the beginning of the year are gone, still too greedy. --- Smart people have already pulled out; those still in are just bagholders. --- Can Solana hold up this time? Feels a bit uneasy. --- Outflow of 454 million isn't a big deal, but the problem is the mental state has collapsed. --- Is the capital bottoming out new coins? Or is it really bearish on Bitcoin? This is very key.

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BuyHighSellLow

· 01-12 10:25

Bitcoin and Ethereum were hit again. Is it finally time for small coins to turn around? Feels a bit off. --- As soon as the Federal Reserve hints at easing, big players start to run. I'm tired of this script. --- Haha, Solana and XRP are attracting funds? I bet five dollars that next week will have a different story. --- $454 million outflow. Where's the promised bull market? --- New coins are attracting funds against the trend... Isn't this a sign of a prelude to a rug pull? --- How is so much money flowing out from the US while Europe is still increasing their positions? Interesting. --- Wait, is this a reallocation of funds or genuine bearish sentiment? --- I just want to know, is this institutional panic selling or retail investors giving up? --- The gains at the beginning of the year disappeared in a week. Ridiculous.

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