As of January 31, 2026, U.S. spot Bitcoin ETFs have recorded a massive $978 million in net outflows for the final week of January. This exodus was capped by two of the largest daily redemption sessions of the year: an $817.87 million outflow on Thursday, January 29, followed by an additional $510 million on Friday, January 30

Daily Bitcoin ETF Net Flows (Jan 26 - Jan 30, 2026) 

Key Market Developments

  • BlackRock IBIT Reversal: After months of dominance, BlackRock's IBIT led the sell-off with a staggering $317.81 million in redemptions on Thursday and a record $528 million on Friday.

  • Bitcoin Price Crash: The heavy outflows coincided with Bitcoin's price plummeting to a nine-month low, briefly touching $81,000on Friday. This price action triggered over $1.68 billion in total liquidations across the crypto market.

  • Macro Economic Pressures: Analysts attribute the "risk-off" sentiment to geopolitical tensions (including reports of explosions in Iran), a brief U.S. government shutdown, and uncertainty regarding the next Federal Reserve Chair.

  • Ethereum Divergence: While Bitcoin ETFs bled capital, Ethereum ETFs showed relative resilience earlier in the week, with $117 million in inflows on Monday before the broader market slide began. 

Total assets in Bitcoin spot ETFs now stand at approximately $107 billion, representing about 6.38% of Bitcoin's total market capitalization. 

This is not financial advice. For financial advice, consult a professional.