Bitcoin News Today: Bitcoin ETFs Weather Tactical Outflow as Ethereum Funds Retreat Amid Regulatory Shifts

Bitcoin ETFs ended a nine-day inflow streak with a $4.5 million net outflow on October 10, 2025, marking the first reversal since cumulative inflows surpassed $62.77 billion and total assets under management (AUM) reached $158.96 billion COINOTAG^[1]. The outflow coincided with an 8% intraday price correction in Bitcoin, which dropped from a 24-hour high near $122,000 to $105,000 before stabilizing above $111,700. BlackRock's iShares Bitcoin Trust (IBIT) led inflows with $74.21 million, while Bitwise's BITB recorded the largest single-day redemption at $37.45 million. Grayscale's GBTC and Fidelity's FBTC also saw outflows of $19.21 million and $10.18 million, respectively COINOTAG^[1].

The outflow followed a month-to-date trend of heavy institutional participation, with Bitcoin ETFs accumulating over $5 billion in inflows from October 1 to October 9. The largest single-day addition occurred on October 6, when ETFs added $1.21 billion, pushing Bitcoin's price to an all-time high of $126,000 Yahoo Finance^[2]. The October 10 outflow was interpreted as tactical rebalancing rather than a wholesale liquidation, with COINOTAG noting that short-term redemptions often reflect institutional portfolio adjustments amid volatility COINOTAG^[1].

Ethereum ETFs, meanwhile, faced deeper outflows. On October 10, Ethereum ETFs recorded $175 million in net outflows, ending an eight-day inflow streak Dropstab^[6]. BlackRock's iShares Ethereum Trust (ETHA) led the outflows with $80.2 million, followed by Grayscale's ETHE with $30.6 million and Fidelity's FETH with $30.1 million Dropstab^[6]. The outflows coincided with the U.S. Securities and Exchange Commission (SEC) advancing XRP ETF filings, which analysts suggest could redirect institutional capital toward altcoins like XRP Dropstab^[6].

The divergent flows highlight contrasting investor behavior between Bitcoin and Ethereum. Bitcoin ETFs maintained a strong inflow trend, with cumulative AUM of $158.96 billion, while Ethereum ETFs faced pressure from macroeconomic uncertainties and regulatory developments. Ethereum's price dropped 12.6% to $2.46 on October 10, reflecting broader market volatility triggered by U.S. President Donald Trump's 100% tariff announcement on Chinese imports Dropstab^[6].

Historical data shows a correlation between Bitcoin ETF inflows and price peaks. For example, the $1.2 billion inflow on July 10, 2025, preceded Bitcoin's $123,000 peak on July 14 The Currency Analytics^[5]. However, the October 10 outflow was deemed immaterial to the long-term trend, with cumulative inflows remaining robust. Analysts emphasized that Bitcoin ETFs continue to attract institutional capital despite episodic volatility, with BlackRock's IBIT approaching $100 billion in AUM in just 435 days The Currency Analytics^[5].

Ethereum's ETF outflows also signaled a shift in capital allocation. Ethereum ETFs had previously benefited from staking yields and regulatory clarity, but recent outflows suggest heightened sensitivity to macroeconomic risks. The ETH/BTC ratio, which hit yearly highs in late August, faced renewed pressure as investors rotated back into Bitcoin .

The market context underscored the role of ETFs in shaping crypto dynamics. Bitcoin's price resilience post-outflow-recovering to $111,700-demonstrated institutional confidence, while Ethereum's steeper decline highlighted its vulnerability to macro risks COINOTAG^[1]. Analysts noted that Ethereum's ETF cycle lagged Bitcoin's by six months, with Ethereum's price rising 215% during its ETF-driven rally compared to Bitcoin's 198% gain . However, Ethereum's ETFs had yet to face sustained outflows, which historically signaled tops for Bitcoin.