Six weeks. Six straight red candles. Over $6 billion drained from Bitcoin and Ethereum ETFs. The numbers are staggering: $1.29 billion the week of May 11, accelerating to $1.94 billion by June 1, before tapering to $263 million last week. The bleeding is slowing. The damage is already historic.



🔹 The Peak of Panic Has Passed
Look at the slope. The outflows peaked three weeks ago and have been shrinking ever since. This is not an accelerating exodus; it is an exhausting one. The sellers who needed to exit have largely exited. The capital that was rotating toward AI equities and SpaceX IPOs has already rotated. What remains is the quieter, slower repositioning of long-term holders who are done panicking.

🔹 Macro Trigger, Crypto Consequence
The Federal Reserve's hawkish pivot lit the fuse. When the June dot plot showed half the committee ready to hike, institutional allocators trimmed risk across the board. Bitcoin ETFs became the easiest button to press for portfolio deleveraging. The same macro force that pushed the DXY above 101.40 and triggered a trillion-dollar equity wipeout is the one that opened the ETF floodgates.

🔹 Price Refuses to Capitulate
Here is the paradox. $6 billion in outflows. Six consecutive weekly declines. And Bitcoin is still above $63,000, Ethereum holds above $1,600. The spot market is absorbing ETF selling with resilience that no model predicted. Long-term holders, sovereign wealth funds, and onchain accumulators are quietly buying the coins that ETFs are dumping. The paper hands are handing their coins to diamond hands.

🔹 Ethereum Joins the Bleed
The same macro headwinds apply. Staking yields, while attractive, are being overshadowed by rising Treasury yields. Why lock ETH for 4% when the 2-year note pays 4.19%? The rate differential is stealing capital from DeFi and pushing it back into TradFi. Ethereum faces the same structural challenge as Bitcoin, with the added weight of narrative fatigue.

The ETF exodus is a macro story, not a crypto story. The funds are selling because the Fed is hawkish. The spot market is buying because the asset is scarce. One of these forces will break first.

Friends, with outflows now tapering, do you see the ETF bleeding ending in July, or does the macro environment keep the pressure on through summer?

#MyGateTradeStory
BTC-2.17%
ETH-3.50%
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#ETFs 🗞️

On June 22, the spot Bitcoin ETF market recorded a net outflow of $68.18 million, marking the third consecutive day of outflows for the asset class. The exodus was led by BlackRock's IBIT, which experienced a substantial $172 million in withdrawals. However, this was partially offset by notable inflows into other funds; Ark Invest and 21Shares' ARKB brought in $64 million, while Fidelity's FBTC saw $57.4 million in new capital. Grayscale's GBTC also recorded an outflow of $81 million, contributing to the overall negative flow for the day.

Similarly, spot Ethereum ETFs faced a net outflow of $66.04 million. BlackRock's ETHA was the primary driver behind this movement, with a significant $66.4 million outflow, while the 21Shares TETH fund recorded a modest inflow of just $300,000. The remaining seven Ethereum ETFs experienced zero net flows during the trading session.

Altcoin ETFs painted a more mixed picture, with limited movement across most assets. XRP ETFs were the clear positive standout, posting a net inflow of $5.31 million. This represented the strongest single day for XRP ETF inflows in two weeks, with Bitwise's XRP ETF accounting for the entirety of the new capital, bringing its total net assets to just under $993 million.

In contrast, Chainlink ETFs recorded a net outflow of $490,920, ending a five-day streak of flat performance. Despite the pullback, total assets under management for LINK ETFs remain above $100 million. Meanwhile, no fund flows were observed for SOL, DOGE, HYPE, BNB, LTC, AVAX, and HBAR ETFs throughout the day.

#Bitcoin #Ethereum #XRP #MyGateTradeStory
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YamahaBlue
· 1h ago
Diamond Hands 💎
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HighAmbition
· 2h ago
good 👍👍👍
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YamahaBlue
· 2h ago
To The Moon 🌕
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