According to @FarsideUK, US spot Bitcoin ETFs recorded a total net outflow of $817.8 million on 2026-01-29, reflecting redemptions exceeding creations across the cohort, source: Farside Investors. @FarsideUK reports the largest outflows from IBIT at $317.8 million, FBTC at $168 million, GBTC at $119.4 million, BITB at $88.9 million, and ARKB at $71.6 million, source: Farside Investors. @FarsideUK adds BTCO saw $8.4 million out, HODL $6.5 million out, BTC $37.2 million out, while EZBC, BRRR, and BTCW were flat at zero, source: Farside Investors. Full tables and disclaimers are available at farside.co.uk/btc, source: Farside Investors.

According to @FarsideUK, Ethereum ETFs recorded a total net outflow of 155.7 million dollars on 2026-01-29, led by FETH at 59.2 million and ETHA at 54.9 million; ETHE saw 13.1 million in outflows and ETH registered 26.5 million in outflows, while TETH, ETHV, QETH, and EZET posted zero net flow and ETHW recorded 2 million in outflows (source: Farside Investors).

According to @KobeissiLetter, US stocks have attracted a record $1.6 trillion in net inflows since 2020, roughly four times the $400 billion that went into international equities, source: @KobeissiLetter. For traders, this flow dominance points to crowded US exposure, momentum support for US large caps, and vulnerability if flows rotate toward ex-US, an inference based on the flow data reported by @KobeissiLetter.

According to @EricBalchunas, ETF flows are approximately $121 billion month to date in January, far above an average January near $40 billion and already exceeding the prior January record of $88 billion set last year, with roughly a week remaining (source: Eric Balchunas on X). According to @EricBalchunas, Vanguard VOO has taken in about $19 billion this month, and VOO’s average daily inflow now matches what the entire ETF industry averaged daily a decade ago (source: Eric Balchunas on X). According to @EricBalchunas, these figures underscore exceptionally elevated fund flows into broad, low cost index exposure via large ETFs (source: Eric Balchunas on X).

According to Farside Investors, US Ethereum ETFs registered total net outflows of 42 million dollars on 2026-01-22, led by ETHA at negative 44.4 million and ETHW at negative 15.2 million, offset by inflows into ETHE at 7.9 million and ETH at 9.7 million. According to Farside Investors, FETH, TETH, ETHV, QETH, and EZET recorded zero flows on the day, indicating redemptions exceeded creations across US spot ETH funds in aggregate.

According to @FarsideUK, spot Bitcoin ETFs recorded a total net outflow of 32.2 million USD on 2026-01-22, driven by negative 22.4 million at IBIT and negative 9.8 million at FBTC (source: @FarsideUK). According to @FarsideUK, all other tracked funds were flat for the day, leaving aggregate BTC exposure in net outflow territory (source: @FarsideUK).

According to @FarsideUK, US spot Ethereum ETFs posted a total net outflow of $230 million on 2026-01-20, with ETHA -92.3, FETH -51.5, ETHE -38.5, ETHW -31.1, ETH -11.1, and ETHV -5.5, while TETH, QETH, and EZET recorded zero flow; source: Farside Investors farside.co.uk/eth. The data are reported by Farside Investors’ Ethereum ETF flow tracker for US funds; source: Farside Investors farside.co.uk/eth.

According to @KobeissiLetter, communication services single stocks saw a record $2.2 billion of inflows last week after a $400 million inflow and a record $2.9 billion outflow in the prior weeks, source: @KobeissiLetter. The post highlights accelerating tech stock buying and sector rotation dynamics, while noting industrials were referenced but no figures were provided in the text snippet, source: @KobeissiLetter. No direct mention of cryptocurrency markets or digital assets was made in the source, source: @KobeissiLetter.

According to @CoinMarketCap, crypto investment products recorded $454 million of net outflows last week, led by $405 million in Bitcoin withdrawals as investors reacted to fading odds of a March Federal Reserve rate cut; source: CoinMarketCap on X, Jan 12, 2026. Based on those figures, non-Bitcoin products saw roughly $49 million in outflows and BTC accounted for about 89% of total redemptions; source: CoinMarketCap on X, Jan 12, 2026. The outflows were explicitly linked to investor concern over the diminishing prospects of a March Fed cut, indicating rate expectations drove last week’s risk reduction; source: CoinMarketCap on X, Jan 12, 2026.

According to @EricBalchunas, despite industry outflows, rising markets and select bright spots are supporting mutual funds, source: @EricBalchunas on X, Jan 8, 2026. He highlighted a 2026 Mutual Fund Outlook webinar on Jan 20 at 10am ET that will cover the pace of ETF share-class adoption, potential consolidation among firms, and the rise of semi-liquid funds, source: @EricBalchunas and @DavidCohne posts on X and the bloomberg.zoom.us webinar registration page. Traders can attend the Jan 20 session to gather actionable detail on these structural themes shaping fund products and flows in 2026, source: bloomberg.zoom.us webinar registration page shared by @EricBalchunas on X, Jan 8, 2026.

According to Eric Balchunas, only 50% of 2025 ETF net inflows went into funds charging 10 bps or less, the lowest share in years, source: Eric Balchunas Jan 7 2026. He said this is not due to investors leaving ultra cheap funds, since the 50% slice still totaled about 750 billion dollars of flows, source: Eric Balchunas Jan 7 2026. He attributed the shift to an expanding ETF universe that includes legacy active strategies, buffer ETFs, hot sauce products, and BYOA, source: Eric Balchunas Jan 7 2026. He added that this is welcome news for asset managers after a period when cheap beta seemed poised to take everything, source: Eric Balchunas Jan 7 2026.

According to @EricBalchunas, U.S. ETFs took in $7.1 billion on January 2, and at that daily pace would annualize to about $1.8 trillion in 2026 flows (source: @EricBalchunas). He said VOO led inflows, with SGOV also among the top intake funds (source: @EricBalchunas). He added IBIT ranked #10 with $287 million of inflows, putting a crypto-linked ETF in the day’s top cohort (source: @EricBalchunas). Balchunas noted the pattern looks very similar to last year and emphasized that while it’s early/noisy, narratives can get set early in a new calendar year (source: @EricBalchunas).

According to @FarsideUK, Grayscale’s Ethereum ETF ETHE recorded US$0 million net flow on Dec 29, 2025, as shown on Farside Investors’ Ethereum ETF flow tracker and their Dec 29 update; full dataset and disclaimers are available at farside.co.uk/eth. Source: Farside Investors, farside.co.uk/eth, twitter.com/FarsideUK/status/2005780157538181628. A zero net flow reading on the Farside tracker indicates no net creations or redemptions were recorded for ETHE that day, offering a flat ETF-driven signal from this product for that session. Source: Farside Investors, farside.co.uk/eth.

According to @KobeissiLetter, US equities posted $5.1 billion of outflows last week, accelerating from $3.6 billion the prior week, which they frame as year-end profit-taking setting up for a stronger New Year; this was the 10th week of net selling in the last 14, highlighting persistent risk-off flow pressure. Source: @KobeissiLetter on X, Dec 26, 2025. According to @KobeissiLetter, single stocks drove the outflows, underscoring that selling pressure was concentrated at the individual name level rather than broad baskets. Source: @KobeissiLetter on X, Dec 26, 2025. For crypto traders, historical evidence shows stock selloffs often coincide with stronger stock-crypto co-movement and elevated BTC and ETH volatility, making equity flow data a relevant cross-asset signal. Source: IMF Global Financial Stability Report 2022; BIS Bulletin 2022.

According to The Kobeissi Letter, US-listed ETFs have recorded $1.4 trillion in net inflows so far in 2025, setting a new record. Source: The Kobeissi Letter. This already exceeds the previous full-year record by $300 billion and is more than double the 2023 total. Source: The Kobeissi Letter. ETF trading volume is up, per the same update. Source: The Kobeissi Letter. The source did not provide a breakdown by category, including crypto ETFs, so no crypto-specific impact can be quantified from this data. Source: The Kobeissi Letter.

According to @EricBalchunas, $XOVR saw a record $258 million daily inflow, ranking #18 among all ETFs for the day (source: @EricBalchunas). According to @EricBalchunas, cumulative net inflows reached about $900 million over the past two weeks, placing it in the top 2% of ETFs by flows (source: @EricBalchunas). According to @EricBalchunas, the fund’s SpaceX allocation is approximately 3%, which he highlights in the context of the recent inflow momentum (source: @EricBalchunas).

According to @FarsideUK, the Bitwise US spot Bitcoin ETF recorded a $44.3 million net outflow in the latest daily flow update (source: farside.co.uk/btc). According to @FarsideUK, 10% of profits from this Bitwise product are allocated to Bitcoin developers (source: farside.co.uk/btc). According to @FarsideUK, full fund-by-fund data and disclaimers are available on the Farside Bitcoin ETF flow tracker (source: farside.co.uk/btc).

According to CoinMarketCap, crypto investment products recorded USD 1.94 billion in net outflows last week, with cumulative outflows over the past four weeks at USD 4.9 billion (source: CoinMarketCap). CoinMarketCap also reported that XRP-focused funds bucked the trend with USD 89.3 million in net inflows during the period (source: CoinMarketCap).

According to The Kobeissi Letter, US equity fund inflows have averaged about $70 billion in December over the last 10 years excluding election years, the highest among all months and more than double the average in October and November, indicating a strong seasonal allocation pattern into year-end risk assets in equities, source: The Kobeissi Letter. For traders, this points to historically supportive liquidity and flow seasonality into December for US stocks that may inform positioning and timing around month-end and year-end rebalancing, source: The Kobeissi Letter. The source does not provide crypto-specific data or correlation analysis, so any BTC or ETH implications are not stated by the source, source: The Kobeissi Letter.

According to @FarsideUK, BlackRock’s Ethereum ETF recorded a net outflow of 91 million US dollars on Nov 13, 2025, based on Farside Investors’ Ethereum ETF flow dashboard (source: farside.co.uk/eth/ and @FarsideUK post). The update specifies USD-denominated daily flows and directs users to Farside’s page for the full dataset and disclaimers (source: farside.co.uk/eth/ and @FarsideUK post).