2026-01-02 23:27:20

The performance of BTC spot ETFs at the end of the year is still somewhat disappointing. Tuesday's data looked good, and I initially thought that as the year-end approached, various funds would come in for another round of FOMO, but in the end, they couldn't hold on and turned into net outflows again. What's even more heartbreaking is that the top performers—BlackRock, Fidelity, and ARK—those who had the most inflows on Tuesday, all turned into net outflows by Wednesday.

However, from an annual perspective, the attitude of US institutions is actually very clear. Throughout 2025, US institutional investors have accumulated a net inflow of 104,847 BTC, accounting for 8% of the total BTC holdings of US institutions. This indicates that despite short-term fluctuations, institutions continue to increase their BTC exposure, and their long-term allocation intentions remain very firm.

BTC1,55%

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ChainMaskedRider

· 4h ago

Institutions' recent moves are truly impressive. The contrast between Tuesday and Wednesday was so stark, it's exhausting to watch. But to be fair, the inflow of over 104K BTC is real, and in the long run, it's still stable. --- Another fake move, almost falling for FOMO. --- Their repeated back-and-forth behavior really seems like playing with market sentiment. --- In the short term, it's indeed tough, but the annual net inflow is right there, so what's there to panic about? --- The ETF performance this time is average, but major institutions are quietly increasing their positions, the pattern is different. --- The FOMO at the end of the year didn't materialize; we still have to listen to the real money from institutions. --- The turn on Tuesday and Wednesday feels like a shakeout for retail investors. --- An 8% increase may not seem much, but the base is large—this is a signal. --- Institutions' attitude is clear; we'll just follow and sit on the sidelines. --- The hype around spot ETFs has cooled down, but big players are quietly adding positions underneath, interesting.

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FlyingLeek

· 4h ago

Institutions' recent moves are truly impressive; the contrast on Tuesday and Wednesday couldn't be more heartbreaking. I’ve been saying, short-term looks painful, but the inflow of 104,847 BTC can't be fooled; the long-term signals are still very clear. I’ve seen through their method of cutting leeks with Baidu... Thinking carefully, could it actually be a good sign that institutions are increasing their positions at this point? The disappointment at the end of the year did make me a bit anxious, but looking at the annual data, I can still keep my composure. When they get really desperate, institutions wouldn't bother with such repeated entries and exits. But who can guarantee they’re not just fooling us... I’ve been pondering the logic behind the entry of these 104,847 BTC for a long time, but I still can't figure it out. Are they determined to hold long-term positions? Anyway, I’ve been numb from being harvested.

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MetaNomad

· 4h ago

Tuesday's wave of FOMO just didn't materialize, really exhausting Institutions are playing their cards well, short-term tricking retail investors, long-term quietly accumulating 104,847 BTC, I wonder when they'll be satisfied with this level of accumulation Didn't expect Blackstone and others to also get exposed, they promised to be dead and gone With this kind of operation at the end of the year, next year might still have to keep fighting Long-term allocation is very firm? Then why is there daily net outflow? Now trusting institutions is a bit uncertain; looking at the data is much more reliable than listening to stories Feels like institutions are betting on a price surge at the end of the year, retail investors are just waiting to buy the dip The recent volatility really messes with the mindset; being optimistic is one thing, being prepared is another

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LiquidityOracle

· 4h ago

Institutions are really good at "combining illusion and reality." On Wednesday, they turned around in a second and became net outflows, playing much more skillfully than retail investors.

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