Bitcoin Spot ETFs: Worst Bearish Streak Ever?
Analysis
Price Impact
HighBitcoin spot etfs are experiencing their worst bearish streak ever, with $4.7 billion withdrawn in liquidity over november-december 2025 and early january 2026. this has led to a significant drop in total aum from a peak of $166 billion to $116 billion, and bitcoin's price falling from $94,000 to $90,500 in the last 12 months.
Trustworthiness
HighThe analysis is based on data from sosovalue and includes predictions from a credible industry expert, cryptoquant ceo ki young ju, providing a solid foundation for the claims.
Price Direction
BearishThe continuous negative inflows into bitcoin spot etfs for three consecutive months, coupled with analysts signaling a 'bear market start' and a drop in btc's price, strongly indicates a bearish trend. the post-halving year closing with a red candle further reinforces this sentiment.
Time Effect
LongThe ongoing 'third red month in a row' for etf inflows and the general consensus among analysts of a 'bear market start' suggest a sustained period of bearish pressure, rather than a short-term fluctuation. while potentially a 'cute' bear market, it signifies a longer-term trend.
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Article Content:
Cover image via u.today Read U.TODAY on Google News Bitcoin (BTC) spot ETFs: Third red month in a row? Are we in "cute bear market"? Advertisement Exchange-traded funds on spot Bitcoin in the U.S. are logging their third month of negative inflows in a row. While the situation can change in January, the segment is meeting its second anniversary in pessimism. Bitcoin (BTC) spot ETFs: Third red month in a row? The segment of Bitcoin spot ETFs inches closer to its third consecutive month in the red. In the first 10 days of January, investors withdrew $210 million from spot BTC ETFs, SoSoValue data says. Image by SoSoValue Previously, the longest bearish streak here lasted two months, in February-March 2025, when cryptocurrency investors reduced the TVL of Bitcoin spot ETFs by a monstrous $4.2 billion in just 60 days. HOT Stories Crypto Market Review: Will Bitcoin Hold $90,000 Over the Weekend? Don't Write XRP off Here, Ethereum (ETH) $3,000+ Surge Plausible BNY Taps Ripple Prime to Pioneer Programmable Cash for Big Investors Morning Crypto Report: XRP Risks Becoming $2 Stablecoin, Coinbase Reveals 4 Proofs of Crypto Reset, '$10,000 Zcash' Advocate Ends Speculation on ZEC Developers' Scandal Ripple-Backed Evernorth to Expand XRPL Adoption The ongoing trend is already more devastating: in November-December 2025 and 10 days of January 2026, spot Bitcoin ETF owners pulled out $4.7 billion in liquidity. Advertisement The USD-denominated AUM of the entire segment is almost where it was one year ago. In mid-January 2025, the total value injected in spot BTC ETFs was estimated at $107 billion, while today it is about $116 billion. At its peak registered just before the Oct. 10 crypto flash crash, the segment exceeded $166 billion in valuation. Are we in "cute bear market"? Bitcoin (BTC), the largest cryptocurrency and the underlying asset of spot BTC ETFs, dropped from $94,000 to $90,500 in the last 12 months. Advertisement As Bitcoin (BTC) for the first time in history closed a post-halving year with a red candle, more and more analysts are signaling a bear market start. CryptoQuant CEO Ki Young Ju meanwhile predicts this recession to be more forgiving compared to the 2018-2019 and 2021-2022 Crypto Winters. This Bitcoin bear market will be cute pic.twitter.com/02RCMvxZxC — Ki Young Ju (@ki_young_ju) January 9, 2026 Net capitalization of the cryptocurrency market dropped from $3.6 trillion to $3.2 trillion in the last year, hitting an ATH over $4.3 trillion Oct. 7, 2025. #Spot Bitcoin ETF