Ethereum Spot ETFs Outflows Spike as ETH Price Slumps

Ben Graham · 12 horas atrás

Ethereum spot ETFs are bleeding capital in the new year, with net outflows stacking up week after week. Total AUM (Assets Under Management) across the products hovers around $16–17 billion, a clear step down from end-of-2025 peaks as price action and redemptions both bite. The week of January 19–23 saw roughly $611 million exit the doors, one of the heavier prints recently.

Daily flows have stayed negative for multiple sessions running, with single-day outflows frequently landing in the $40–50 million range and occasional bigger hits topping $200–400 million from the largest issuers.

(Source: Coinglass)

We saw a similar pattern during recent Bitcoin ETF outflows, which added extra selling pressure.

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Whales Rotate In While Institutions Build Quietly

ETF flows may be pointing south, but on-chain behavior tells a different story in spots. Whales are mixed: some large addresses have been stacking ETH hard during the dip, with reports of over $1 billion in accumulation from big holders. At the same time, rotations from BTC to ETH keep showing up: high-profile wallets swapping wrapped Bitcoin for thousands of ETH, betting on relative strength or utility edge.

Trump-backed World Liberty Financial sold 93.77 $WBTC worth $8.07M for 2,868 $ETH at $2,813 per $ETH. pic.twitter.com/AZ2y1OiuOP

— Selcoin Global (@selcoinglobal) January 26, 2026

Off the chain, the ecosystem grind continues. Payment giants have plugged stablecoin settlement into Ethereum rails. Top-tier banks are live with ETH-collateralized loans, their own on-chain tokens, tokenized assets, and custody solutions. Layer-2s keep fees low and TPS high, powering DeFi, RWA tokenization, and more.

Dozens of major institutions treat Ethereum as core settlement infrastructure for tokenized funds, deposits, and equity wrappers. The contrast is stark: short-term ETF pressure vs. steady, real institutional onboarding and network utility growth.

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Why Ethereum Spot Price Weakness and ETF Flows Feed Each Other

ETH sits around $2,860–$2,900 today after sliding roughly 15% from mid-January highs near $3,350. The drop took it cleanly below $3,000 psych support and tested the $2,800 zone. Trailing three months show about a 25% cut, lining up almost tick-for-tick with the ETF outflow streak.

(Source: TradingView)

The correlation is tight: sustained redemptions add sell-side weight and stretch any bounce attempts, while those brief inflow days have sparked quick, short-lived lifts. On-chain signals like whale buys and compressed MVRV (Market Value to Realized Value) hint at potential exhaustion, but until flows flip or at least stabilize, the tape stays flows-driven.

When the price falls first, ETF investors often sell next, which adds more weight on the chart.

Institutional Demand for Ethereum Is Cooling But Not Dying

It helps to keep perspective. A 3% outflow does not mean institutions are abandoning Ethereum forever. It shows caution. Many funds reduce risk when prices fall and re-enter later.

Earlier cycles looked similar. In September 2025, spot Ethereum ETFs lost almost $800 million in a single week, yet Ethereum remained a core asset for long-term strategies tied to tokenization and finance.

Some firms still call Ethereum critical infrastructure. BlackRock recently highlighted ETH’s role in institutional Ethereum adoption. That contrast explains today’s tension: short-term fear versus long-term belief.

ETF outflows raise one clear risk. More selling can push prices lower before any recovery starts. That is especially true when leverage and large positions unwind, adding to Ethereum price pressure.

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