Bitcoin News Today: Institutional Buys Spark Bitcoin ETF Turnaround After 4-Week Exodus

Bitcoin ETFs ended a four-week outflow streak in November, drawing $70 million in net inflows for the week, [according to SoSoValue data](https://cointelegraph.com/news/spot-bitcoin-etfs-end-four-week-outflows-70m-weekly-inflows). This reversal marked a modest but significant turnaround for the sector, which had seen $4.35 billion in withdrawals over the previous four weeks, including $1.22 billion in outflows on Nov. 7 and Nov. 21, 2025 [according to the same report](https://cointelegraph.com/news/spot-bitcoin-etfs-end-four-week-outflows-70m-weekly-inflows). The recovery was driven by strong inflows into funds like Fidelity's FBTC ($77.5 million) and ARK 21Shares' ARKB ($88 million), offsetting BlackRock's IBIT outflows of $113.7 million on a single day [according to data](https://cointelegraph.com/news/spot-bitcoin-etfs-end-four-week-outflows-70m-weekly-inflows). Cumulative inflows since the launch of spot Bitcoin ETFs now stand at $57.7 billion, with total assets reaching $119.4 billion-6.5% of Bitcoin's market capitalization [as reported](https://cointelegraph.com/news/spot-bitcoin-etfs-end-four-week-outflows-70m-weekly-inflows).

The rebound extended to Ether ETFs, which [recorded $312.6 million](https://cointelegraph.com/news/spot-bitcoin-etfs-end-four-week-outflows-70m-weekly-inflows) in net weekly inflows after three consecutive weeks of heavy withdrawals totaling $1.74 billion. Ether ETFs now hold $19.15 billion in assets, or 5.2% of Ethereum's market cap, as of Nov. 29 [according to the latest figures](https://cointelegraph.com/news/spot-bitcoin-etfs-end-four-week-outflows-70m-weekly-inflows). Analysts attribute the sector's recovery to improving macroeconomic sentiment and speculative positioning ahead of potential U.S. interest rate cuts. A "short-term bottom" for Bitcoin is forming, with technical indicators like RSI [nearing oversold levels](https://cointelegraph.com/news/spot-bitcoin-etfs-end-four-week-outflows-70m-weekly-inflows) and whale accumulation [suggesting a relief rally](https://cointelegraph.com/news/spot-bitcoin-etfs-end-four-week-outflows-70m-weekly-inflows) toward $100,000–$110,000. Bitwise Europe's André Dragosch noted that Bitcoin's current price [does not yet reflect](https://cointelegraph.com/news/spot-bitcoin-etfs-end-four-week-outflows-70m-weekly-inflows) positive macroeconomic revisions, leaving room for further upside.

Institutional confidence in digital assets resurged, [with BlackRock, Fidelity, and Ark Invest](https://cryptoticker.io/en/institutional-crypto-buying-blackrock-fidelity-ark-invest/) collectively purchasing hundreds of millions in Bitcoin and Ethereum. Fidelity and Ark Invest added $165.5 million in Bitcoin, while BlackRock increased its Ethereum exposure by $68.8 million [according to reports](https://cryptoticker.io/en/institutional-crypto-buying-blackrock-fidelity-ark-invest/). These moves align with broader trends of institutional adoption, as macroeconomic uncertainty-including Federal Reserve rate cuts-fails to deter long-term accumulation [as data shows](https://cryptoticker.io/en/institutional-crypto-buying-blackrock-fidelity-ark-invest/). Public entities also joined the buying spree, with El Salvador adding $100 million in Bitcoin and Texas investing $5 million in a Bitcoin ETF [according to analysis](https://seekingalpha.com/article/4848990-whale-insight-quiet-week-currents-beneath). Global sovereign wealth funds, including Luxembourg's and Abu Dhabi's, have expanded their crypto holdings, signaling growing acceptance of digital assets as a core portfolio component [according to recent data](https://seekingalpha.com/article/4848990-whale-insight-quiet-week-currents-beneath).

The ETF-driven stabilization has structural implications for Bitcoin's volatility profile. ETF holdings are now [concentrated among investors aged 55 and older](https://www.investing.com/analysis/bitcoin-btcusd-etf-inflows-reverse-435b-slide-as-market-finds-its-floor-200670992), whose low trading frequency reduces short-term price swings. This contrasts with retail-driven cycles of 2021-2022, making ETF flows more predictive of sustained capital deployment [as market analysis shows](https://www.investing.com/analysis/bitcoin-btcusd-etf-inflows-reverse-435b-slide-as-market-finds-its-floor-200670992). BlackRock's IBIT, despite November outflows, remains a top revenue driver, generating hundreds of millions in annual management fees as investor profits rebound to $3.2 billion [according to financial reports](https://www.investing.com/analysis/bitcoin-btcusd-etf-inflows-reverse-435b-slide-as-market-finds-its-floor-200670992). Meanwhile, Bitcoin's consolidation between $84,000 and $91,500 has formed a short-term accumulation channel supported by ETF liquidity [according to technical analysis](https://www.investing.com/analysis/bitcoin-btcusd-etf-inflows-reverse-435b-slide-as-market-finds-its-floor-200670992). A breakout above $92,000 would confirm a trend reversal, while holding above $88,000 maintains the established floor [as indicators suggest](https://www.investing.com/analysis/bitcoin-btcusd-etf-inflows-reverse-435b-slide-as-market-finds-its-floor-200670992).

With macroeconomic conditions improving and institutional infrastructure strengthening, Bitcoin's risk-reward balance tilts positive heading into December [as market analysis indicates](https://www.investing.com/analysis/bitcoin-btcusd-etf-inflows-reverse-435b-slide-as-market-finds-its-floor-200670992). The synchronized base of ETF inflows, whale accumulation, and public-sector buying [suggests a sustained upward trajectory](https://www.investing.com/analysis/bitcoin-btcusd-etf-inflows-reverse-435b-slide-as-market-finds-its-floor-200670992) for the asset class.