Spot Bitcoin ETF Demand Slows Down In 2026: Here’s Why

Spot Bitcoin exchange-traded funds (ETFs) are on track to post a fourth consecutive month of net outflows as Bitcoin (BTC) approaches a fifth negative monthly close in February. The slowdown is visible across the shrinking fund balances and the bearish rolling net flow data, especially when measured against competing asset ETFs. With Bitcoin price and the spot ETF holdings trending lower since October, investors are searching for answers on what the future may hold for BTC. Bitcoin ETFs dominate headlines Net assets held in US spot Bitcoin ETFs peaked near…

Mysterious Offshore Entity Takes $436M Position in Blackrock’s Bitcoin ETF

A little-known offshore entity has stepped into the spot bitcoin exchange-traded fund (ETF) arena with a $436 million position, instantly becoming one of the largest new institutional shareholders in Blackrock’s Ishares Bitcoin Trust (IBIT). Offshore Capital Flows? Hong Kong-Linked Laurore Ltd. Holds Major IBIT Stake According to a Form 13F-HR filed with the U.S. Securities […] Original

Bitcoin Trades Below ETF Cost-Basis As MVRV Signals Mounting Pressure

The middle of January marked the continuation of an already struggling price action for Bitcoin, as it took on another sharp downtrend. Early into February, the flagship cryptocurrency seemed to be on a free-fall, even breaching important psychological price levels as it crashed. One of these levels is the cost basis of one of Bitcoin’s most influential investor cohorts – the Bitcoin ETF investors. Data from a recent on-chain evaluation reveals that Bitcoin has since traded underneath this price, and has continued to meet investors with growing heat. MVRV Falls…

Will Bitcoin price crash to $60k as bearish double top coincides with 5-week ETF outflows streak?

Bitcoin price has formed a highly bearish pattern that hints at a potential crash to $60K as both institutional and retail confidence continued to erode in the legacy crypto asset. Summary Bitcoin price is at risk of more downside after forming multiple bearish patterns. Searches for “Bitcoin going to zero” have hit an all-time high. Nearly $4 billion has left spot Bitcoin ETFs over past 5-weeks. According to data from crypto.news, Bitcoin (BTC) price fell to an intraday low of around $65,700 on Thursday before bouncing back above $67,000 at…

Bitcoin $60K Retest Odds Rise As Bearish Options, ETF Outflows Show Fear

Key takeaways: Professional traders are paying a 13% premium for downside protection as Bitcoin struggles to maintain support above $66,000. While stocks and gold remain strong, $910 million in Bitcoin ETF outflows suggest that institutional investor caution is rising. Bitcoin (BTC) price entered a downward spiral after rejecting near $71,000 on Sunday. Despite successfully defending the $66,000 level throughout the week, options markets reflect growing fear as professional traders avoid downside price exposure.  Even with relative strength in the stock market and gold prices, traders seem to be effectively betting…

Abu Dhabi Funds Top $1 Billion in Blackrock’s Bitcoin ETF

Abu Dhabi-backed funds held over $1 billion in Blackrock’s spot bitcoin exchange-traded fund (ETF) at year-end 2025, increasing positions in Q4. However, bitcoin’s decline has reduced the current value of those holdings to roughly $803 million. Sovereign Wealth Doubles Down on Spot Bitcoin ETF Abu Dhabi’s sovereign capital is leaning further into bitcoin exposure. New […] Original

European banking giant Intesa reveals $100M Bitcoin ETF position

Italian banking giant Intesa Sanpaolo has disclosed significant exposure to bitcoin exchange-traded funds (ETFs) and crypto-linked assets in its latest U.S. Securities and Exchange Commission (SEC) Form 13F filing for the quarter ending December 31, 2025. Summary Intesa Sanpaolo disclosed nearly $100 million in Bitcoin ETF holdings in its latest Form 13F filing with the U.S. Securities and Exchange Commission for Q4 2025. The bulk of the exposure comes from positions in U.S.-listed spot Bitcoin ETFs, signaling growing institutional adoption among major European banks. The filing highlights continued integration of…

Harvard Endowment Reduces Stake in Bitcoin ETF, Adds Ether Exposure

The Harvard Management Company, which manages the eponymous university’s endowment, has reduced its stake in BlackRock’s spot Bitcoin exchange-traded fund and opened a new position in the asset management company’s Ether ETF. In a Friday filing with the US Securities and Exchange Commission, Harvard’s endowment reported that it had reduced its position in the BlackRock iShares Bitcoin (BTC) Trust ETF to $265.8 million as of Dec. 31 from $442.9 million in Q3 2025. The investments marked the company offloading more than 3 million shares of the ETF, to 5.4 million…

Harvard Cuts Bitcoin ETF Position, Backs Ether ETF With $86 Million

Harvard Management Company reduced its bitcoin exchange-traded fund (ETF) holdings in Q4 while initiating an $86.8 million position in Blackrock’s Ishares Ether Trust, maintaining significant exposure to both leading cryptocurrencies. Ivy League Endowment Rebalances Into Ether ETF Harvard Management Company adjusted its crypto-linked portfolio in the fourth quarter, trimming its bitcoin exchange-traded fund (ETF) exposure […] Original

Trims Bitcoin, buys into Ether ETF

Harvard Management Company (HMC), the investment arm of Harvard University’s endowment, reduced its stake in a major Bitcoin exchange-traded fund (ETF) by roughly 21 %. Summary Harvard Management Company cut its Bitcoin ETF holdings by approximately 21%, trimming around 1.5 million shares of the iShares Bitcoin Trust (IBIT), according to its latest SEC 13F filing. Despite the reduction, Bitcoin remains one of the endowment’s largest publicly disclosed positions, valued at roughly $265 million at the end of Q4 2025. The filing also shows a new $86.8 million position in the…