Bitcoin News Today: Bitcoin ETFs Attract Inflows as Macro Hedge, Ethereum ETFs Lose Out to Regulatory Uncertainty

Bitcoin spot ETFs in the U.S. attracted a net $524 million in inflows on November 11, 2025, as institutional investors continued to prioritize the cryptocurrency amid macroeconomic uncertainty, according to data from Wu Blockchain and SoSoValue. BlackRock's iShares Bitcoin Trust (IBIT) led the surge, drawing $224 million in the largest single-day inflow for any ETF issuer, followed by Fidelity's FBTC ($166 million) and Ark 21Shares' ARKB ($102 million). Total net assets across all Bitcoin ETFs now exceed $137.83 billion, representing 6.7% of Bitcoin's market capitalization. Analysts attribute the inflows to growing expectations of U.S. interest rate cuts in early 2026 and Bitcoin's established role as a macro hedge.

In contrast, Ethereum ETFs faced a $107 million net outflow on the same day, with all nine products recording redemptions. Grayscale's Ethereum Mini Trust ETF saw the largest outflow at $75.75 million, while BlackRock's ETHA lost $19.78 million. The divergence highlights Ethereum's struggles with regulatory uncertainty, particularly around its staking model and fee structure, compared to Bitcoin's clearer institutional narrative. Despite short-term outflows, Ethereum's foundational role in decentralized finance (DeFi) and smart contracts continues to attract long-term interest from developers and venture investors.

Solana ETFs, however, extended their inflow streak to 11 consecutive days, adding $7.98 million on November 11. The momentum underscores Solana's appeal as a high-performance blockchain with rising developer adoption, even as broader crypto markets trade sideways. Institutional demand for Solana appears linked to its network's scalability and growing ecosystem, contrasting with Ethereum's regulatory headwinds.

The ETF landscape shifted again on November 14, when BlackRock's IBIT faced a record $463 million outflow - the largest single-day redemption for the fund. This came amid broader U.S. spot Bitcoin ETF outflows of $492 million, reflecting institutional portfolio rebalancing as volatility spiked. BlackRock's IBIT had previously seen a 15% quarterly increase in institutional holders, signaling growing acceptance of Bitcoin as a regulated asset class.

The contrasting trends between Bitcoin and Ethereum ETFs reflect a broader realignment in institutional crypto strategies. While Bitcoin solidifies its position as the primary on-ramp for digital asset exposure, Ethereum's regulatory challenges and Solana's technical advancements are reshaping allocation priorities. Analysts suggest that clarity on Ethereum's regulatory status and continued adoption of high-performance blockchains could drive renewed inflows in the coming months.