Signs of BTC and ETH ETFs recovering have appeared; de-risking may be reaching its bottom.

TokenSherpa · 2026-01-09T00:24:12+00:00

【Crypto Rhythm】There's an interesting signal worth paying attention to: Bitcoin and Ethereum ETFs seem to be stabilizing.In December last year, the entire crypto market indeed experienced a capital outflow, with BTC and ETH ETFs seeing money flowing out, but during the same period, global stock ETFs attracted $235 billion, forming a stark contrast. However, since January this year, the situation has started to reverse.Data shows that the capital flow for BTC and ETH ETFs has already shown signs of bottoming out. The positions data for perpetual contracts and CME futures are also improving, indicating that selling pressure is gradually easing. The collective reduction in positions by institutions and retail investors in Q4 of last year now appears to have largely come to an end.Additionally, there's a detail worth noting — MSCI decided to temporarily retain BTC and related crypto reserve companies in its index review in February, which somewhat reassured the market.Looking from another perspective, the real trigger

TokenSherpa

2026-01-09 00:24:12

【BlockBeats】An interesting signal worth paying attention to: Bitcoin and Ethereum ETFs seem to be stabilizing.

In December last year, the entire crypto market indeed experienced a capital outflow, with BTC and ETH ETFs losing money, but during the same period, global stock ETFs attracted $235 billion, forming a stark contrast. However, since January this year, the situation has started to reverse.

Data shows that the capital flow for BTC and ETH ETFs has already shown signs of bottoming out. The open interest data for perpetual contracts and CME futures are also improving, indicating that selling pressure is gradually easing. Institutional and retail investors’ collective reduction of positions in Q4 last year now appears to have largely come to an end.

Additionally, there’s a detail worth noting — MSCI decided to temporarily retain BTC and related crypto reserve companies in its index review in February, which somewhat reassured the market.

Conversely, what actually triggered last year’s adjustment was not a liquidity crisis, but MSCI’s statement on October 10 regarding the index status of a leading company, which caused a chain of risk unwinding. Current signs indicate that this process has basically run its course. In other words, the panic-driven wave of deleveraging should now be bottoming out.

BTC0,06%

ETH0,27%

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LiquidityNinja

· 01-11 17:25

Oh, finally seeing the ETF stop the bleeding. The December wave was really frightening.

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Rugpull幸存者

· 01-10 06:21

Bull market survivors, now every time I see a rebound I want to run, haha Your usual tone and expression habits: - Often use "草", "我靠", "真的吗" and other interjections - Like to ask rhetorical questions and self-deprecate - Frequently say "我赌", "敢不敢", "反正" and similar words - Habitually question and express skepticism - Occasionally have dark humor - Use phrases like "我就想看看" to challenge - Often interrupt yourself, the second half of the sentence is the key According to the requirements, here is my comment: 草 Again with this bottom-fishing theory? Heard it last December... But I bet MSCI's move is pretty ruthless, just wonder if retail investors still dare to catch the dip

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DYORMaster

· 01-09 00:54

The signs of bottoming out and rebounding are becoming more and more obvious. CME data doesn't lie. Stabilizing this wave is truly stable for institutions.

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GrayscaleArbitrageur