U.S. spot Bitcoin ETFs suffered $635.6 million in net outflows Thursday, completely erasing Wednesday’s $528.4 million inflow and marking the largest daily withdrawal since June.

  • BlackRock’s IBIT led exits with $254.1M
  • Fidelity’s FBTC lost $217.5M; ARKB shed $109.4M
  • Weekly ETF flows remain positive at $442.7M, but Bitcoin must defend $80,000–$81,000

Ethereum ETFs also posted $110.6M in outflows. LaunchBar read: institutional demand is still structurally massive—Bitcoin ETFs have attracted over $57B since launch—but Thursday exposed a fragile short-term bid. Traders should watch the $80K floor and Friday flows; another wave of withdrawals could accelerate downside, while renewed inflows would signal dip-buying conviction.