$BTC Spot demand remains relatively weak and is therefore increasingly driven by two main sources :



Strategy
- Bitcoin ETFs

The issue is that Strategy has significantly reduced its BTC purchases, and we recently even witnessed its second Bitcoin sale.

As for ETFs, outflows have been occurring week after week. As a result, monthly average demand growth has turned negative.

At approximately -66,000 BTC, we have reached a level of net outflows never seen before.

While these two channels represent only part of overall demand, their combined impact has often been significant enough to influence Bitcoin's price action.
BTC-0.20%
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KnightMan
· 6h ago
2026 GOGOGO 👊
Reply0
MistValleyFront
· 7h ago
-66,000 BTC monthly net outflow, institutions are withdrawing, retail investors are still holding on tight
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ForkAndChill
· 7h ago
It's no wonder prices can stay stable when both main pillars of demand are loosening at the same time.
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AmberTeaSwirl
· 7h ago
Previously relied on institutions for blood supply, now the blood bank is running out.
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LiquidityLullaby
· 7h ago
ETF continuous outflows, smart money is retreating
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GlassDomeObservatory
· 7h ago
This data makes people's scalps tingle.
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RocksUnderTheAurora
· 7h ago
ETF and Strategy double kill, this wave of selling pressure is quite intense
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