Bitcoin News Today: Monetary Policy Jitters and Whale Sales Trigger Record Crypto ETF Exodus

BlackRock's Bitcoin ETF, the largest in the U.S., lost over $463 million in a single day on Nov. 14, marking the worst outflow in its history and underscoring a broader exodus from crypto funds. The iShares Bitcoin Trust (IBIT) saw redemptions accelerate as investors retreated amid macroeconomic uncertainty, crypto-native selling, and a broader risk-off shift, according to data from Farside Investors and CoinShares. This came as digital asset exchange-traded products (ETPs) recorded $2 billion in outflows last week-the largest since February 2025, driving assets under management (AUM) down 27% to $191 billion from an October peak of $264 billion.

Bitcoin (BTC-USD) and Ethereum (ETH-USD) ETFs bore the brunt of the selloff. Bitcoin ETPs lost $1.38 billion across three weeks, while Ethereum ETPs shed $689 million, representing 4% of their AUM according to the report. The U.S. accounted for 97% of global outflows, with American investors pulling $1.97 billion, compared to inflows in Germany, where traders viewed the dip as a buying opportunity according to market data. Meanwhile, Solana (SOL-USD) and XRP ETFs bucked the trend, attracting $12 million and $243 million in inflows, respectively, extending streaks of capital gains.

The rout reflects weakening market momentum and fading institutional demand, according to Matrixport. Bitcoin's price slid nearly 10% to $95,740, its lowest in six months, as ETF outflows coincided with a sharp correction. "The market is going down, and it's expected that ETFs see outflows as people want to take their money out," said Nicolai Sondergaard, a research analyst at Nansen according to market analysis. He added that flows will likely remain tied to macroeconomic direction, particularly Federal Reserve policy.

Monetary policy uncertainty and crypto-native whale selling were cited as primary drivers of the outflows. James Butterfill, CoinShares' head of research, noted that the decline in AUM highlights "the combination of monetary policy uncertainty and crypto-native whale sellers" as key factors according to research analysis. The exodus also coincided with rising U.S. tariffs, weak corporate earnings, and a cautious Fed, which have shifted investor sentiment toward safer assets like gold, up 55% in 2025.

While Bitcoin and Ethereum ETFs struggled, multi-asset and short-Bitcoin strategies gained traction. Investors added $69 million into multi-asset ETPs over three weeks, and short Bitcoin ETPs saw $18.1 million in inflows according to market data.

The selloff has sparked debate over whether the market is entering a "mini bear market" according to market analysis. Simon Gerovich, CEO of Metaplanet, argued that ETFs provide "static exposure" to Bitcoin, meaning holdings won't grow without fresh inflows according to market commentary. With Bitcoin's price near $95,200 and Ethereum below $3,200, analysts remain divided on a near-term rebound. Some compare the current environment to 2015, when Bitcoin rebounded 45% after a similar downturn, while others caution that a "death cross" technical pattern could signal deeper losses according to market analysis.