Bitcoin ETF Assets Dip Below $100B Amid $272M Outflows
By John Nada·Feb 4, 2026·2 min read
Bitcoin ETF assets have dropped below $100 billion after $272 million in outflows, reflecting ongoing market volatility. Altcoin ETFs see modest gains amid the downturn.
Assets in spot Bitcoin ETFs have fallen below $100 billion for the first time since April 2025, following $272 million in recent outflows. According to data from SoSoValue, the total assets peaked at approximately $168 billion in October. This decline coincides with a broader crypto market sell-off, as Bitcoin dropped below $74,000 and the global market capitalization plummeted from $3.11 trillion to $2.64 trillion over the past week, as reported by CoinGecko.
Despite the turmoil, altcoin ETFs like those tracking Ethereum (ETH), XRP, and Solana (SOL) managed to secure modest inflows of $14 million, $19.6 million, and $1.2 million, respectively. The outflows from Bitcoin ETFs come after a brief rebound on Monday, which saw a net inflow of $562 million. However, ongoing market volatility has pushed year-to-date outflows from Bitcoin funds to nearly $1.3 billion.
The drop in Bitcoin ETF assets is particularly significant as BTC trades below the ETF creation cost basis of $84,000, indicating that new shares are being issued at a loss. Market analysts, including ETF expert Nate Geraci, believe that the majority of assets in Bitcoin ETFs are likely to remain stable despite the current downturn. Thomas Restout, CEO of B2C2, echoed this, suggesting that institutional investors tend to be more resilient and may shift towards direct crypto trading rather than relying solely on ETFs.
This situation underscores a potential transformation in institutional engagement with crypto markets. As institutions explore direct trading of crypto assets, the dynamics of ETF investments may evolve, impacting market strategies and investor behaviors moving forward.