Bitcoin News Today: Institutional Cash Shifts to Bitcoin ETFs Amid Ethereum's Staking Regulation Uncertainty

Bitcoin exchange-traded funds (ETFs) saw a surge in inflows in late November 2025, marking a reversal after weeks of outflows, while Ethereum ETFs faced significant redemptions, underscoring shifting investor priorities in the crypto market. U.S.-listed Bitcoin ETFs recorded $524 million in net inflows on November 11, led by BlackRock's iShares Bitcoin Trust (IBIT), which attracted $224.2 million, followed by Fidelity's Wise Origin Bitcoin Fund (FBTC) with $165.9 million, according to a financefeeds report. This followed a six-day streak of combined outflows totaling nearly $2.9 billion for Bitcoin and Ethereum ETFs, which ended on November 6 with $240.03 million and $12.51 million in inflows, respectively, as noted in a BeInCrypto report.

Despite the inflows, Bitcoin's price fell 2.37% to $100,768, extending its weekly loss to nearly 9%, while Ethereum dropped 3.40% to $3,284, as reported in the BeInCrypto report. Analysts attributed the price weakness to broader market volatility and uncertainty around macroeconomic factors. "Bitcoin ETFs continue to serve as the easiest institutional on-ramp for digital asset exposure," said a digital asset strategist at a major U.S. brokerage, noting renewed risk appetite as investors positioned Bitcoin as a macro hedge, according to the financefeeds report.

Ethereum ETFs, by contrast, faced $107.1 million in net outflows on November 11, driven largely by redemptions from Grayscale's ETHE, according to the financefeeds report. The decline reflects investor caution amid regulatory ambiguity surrounding Ethereum's staking model. A recent U.S. Treasury and IRS guidance allowed staking for proof-of-stake assets like Ethereum and Solana, but institutional participants remain wary of potential SEC classifications that could reframe staking rewards as unregistered securities, as described in a Decrypt article. "Until there's clarity, capital allocation appears skewed toward Bitcoin and, increasingly, Solana," one analyst said, as cited in the financefeeds report.

Solana ETFs emerged as a bright spot, logging 10 consecutive days of inflows as of November 12, amassing $342 million since their late October launch, according to a Yahoo Finance report. Bitwise's BSOL and Grayscale's GSOL led the charge, with $5.92 million and $854,480 in inflows on November 12 alone, as reported in the Yahoo Finance report. The momentum highlights growing institutional interest in Solana's high-speed network and expanding DeFi ecosystem, even as Bitcoin and Ethereum ETFs struggled with outflows.

Market analysts described the recent shifts as part of a broader mid-cycle consolidation phase. Bitcoin's 72% of supply remaining in profit at $100,000 levels signaled resilience, while Ethereum's performance lagged due to regulatory headwinds, as noted in a Coinotag report. BlackRock's $28.1 billion year-to-date inflows for its Bitcoin ETF contrasted sharply with Ethereum's $1.27 billion cumulative outflows from other issuers, as reported in the Coinotag report.

Looking ahead, Bitcoin's price trajectory hinges on sustained ETF inflows and macroeconomic stability. A decisive close above $106,500 could reinforce bullish momentum, according to Glassnode analysts, who noted improving trading volumes and stabilizing flows, as cited in a FXStreet analysis. Meanwhile, Ethereum's fate may depend on regulatory clarity and the success of its staking-friendly ETFs, which could attract renewed capital if the SEC provides a clear framework.

As the crypto market navigates these dynamics, Bitcoin's role as the institutional gateway to digital assets appears increasingly entrenched. However, with Ethereum facing redemptions and Solana capturing altcoin attention, the landscape remains fluid, demanding close monitoring of regulatory developments and investor sentiment shifts.