According to @FarsideUK, US spot Bitcoin ETFs recorded a total net outflow of USD 277.2 million on 2025-12-16, source: Farside Investors farside.co.uk/btc. According to @FarsideUK, IBIT posted a USD 210.7 million outflow while FBTC saw a USD 26.7 million inflow, source: Farside Investors farside.co.uk/btc. According to @FarsideUK, BITB had a USD 50.9 million outflow and ARKB had a USD 16.9 million outflow, source: Farside Investors farside.co.uk/btc. According to @FarsideUK, HODL recorded a USD 18 million outflow and BTC recorded a USD 7.4 million outflow, source: Farside Investors farside.co.uk/btc. According to @FarsideUK, BTCO, EZBC, BRRR, BTCW, and GBTC reported zero daily flow on the same date, source: Farside Investors farside.co.uk/btc.

According to @FarsideUK, Bitcoin ETFs recorded total monthly net outflows of $3,466.7 million, based on its flow tracker at farside.co.uk/btc. According to @FarsideUK, the largest net outflows came from IBIT at -$2,336.1M, followed by FBTC at -$412.7M, GBTC at -$333.1M, ARKB at -$205.9M, and HODL at -$121.7M, with BITB at -$59.8M, EZBC at -$11.1M, and BTCW at -$6M also negative. According to @FarsideUK, only two funds posted inflows—BTC at +$14.7M and BTCO at +$5M—while BRRR was flat, meaning 8 of 11 funds saw net outflows this month. According to @FarsideUK, IBIT’s -$2.34B made up roughly 67% of the total net outflow, and the top three outflowing funds (IBIT, FBTC, GBTC) accounted for about 89% of the aggregate outflow.

According to @FarsideUK, Ark’s U.S. spot Bitcoin ETF (ARKB) reported a daily net flow of -$75.9 million on Nov 26, 2025, indicating net redemptions for the day (source: Farside Investors BTC ETF Daily Flow tracker).

According to @GracyBitget, post-10.11, top market makers cut risk, thinning order-book depth and creating liquidity vacuum moves where small sell orders pierce multiple levels and price whips without large volume, driving BTC to simultaneously lose the 200-day and 360-day moving averages for the first time this cycle, with RSI near 33 and no reversal signal, indicating a liquidity-driven correction rather than a structural bear trend, source: @GracyBitget. According to @GracyBitget, BTC is trading a US domestic liquidity cycle—tight QT, elevated Treasury yields attracting flows into risk-free returns, TGA constraints tied to government shutdown dynamics, and weaker December rate-cut odds—keeping dollar liquidity scarce and capping BTC, source: @GracyBitget. According to @GracyBitget, she argues the next major BTC leg will be determined by whether the US restarts QE, with timing of balance-sheet expansion more decisive than technicals, source: @GracyBitget. According to @GracyBitget, spot BTC ETFs have posted multiple days of net outflows with single-day peaks of roughly $800M–$900M, signaling US institutions are near-term risk-off, source: @GracyBitget. According to @GracyBitget, Korean retail risk appetite has rotated from crypto to AI semiconductors—Upbit volumes down about 80% year over year, BTC/KRW activity muted, KOSPI up over 70% YTD, and retail forums pivoting to AI/semis—implying in a constrained global liquidity regime, capital is choosing the strongest beta (AI) over crypto for now, source: @GracyBitget. According to @GracyBitget, key trading levels and signals are: watch for BTC to reclaim 102K–103K (near the 360-day MA) for a clearer reversal confirmation; price declines show low-volume, no-panic selling with poor bid depth rather than heavy forced supply, so risk management via smaller position sizing and lower leverage is prioritized until a clear QE-driven liquidity inflection appears, source: @GracyBitget.