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Bitcoin ETF Inflows Rise as Gold ETFs See Record Outflows
US Bitcoin exchange traded funds have recorded $273 million in net inflows over the past 30 days, reversing a previous $1.9 billion outflow. Meanwhile, gold-backed ETFs, including the largest US fund GLD, saw a $3 billion outflow on Wednesday, the largest single-day withdrawal in over two years.
Early Signs of Capital Rotation from Gold to Bitcoin
US Bitcoin exchange traded funds have recorded $273 million in net inflows over the past 30 days, reversing a previous $1.9 billion outflow. Meanwhile, gold-backed ETFs, including the largest US fund GLD, saw a $3 billion outflow on Wednesday, the largest single-day withdrawal in over two years.
Diverging Trends in ETF Holdings
Measured in native units, Bitcoin ETF balances increased by 4,021 BTC since early February, while gold ETF holdings fell from 1.4 million ounces to 621,100 ounces. Analysts suggest this divergence reflects profit-taking in gold following its 65% annual gain in 2025 and renewed investor appetite for risk-on assets like Bitcoin.
Historical Context and Market Outlook
Historically, periods of strong gold performance have often preceded sustained Bitcoin rallies. Current BTC-to-gold ratios indicate a consolidation phase similar to 2022-2023, signaling the potential for Bitcoin to outperform gold in the coming months as market rotation gradually unfolds.
Disclaimer
This content is for informational purposes only and does not constitute financial, investment, or legal advice. Cryptocurrency trading involves risk and may result in financial loss.
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Disclaimer
This content is for informational purposes only and does not constitute financial, investment, or legal advice. Cryptocurrency trading involves risk and may result in financial loss.
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About the author
8+ years covering crypto markets, macro, and geopolitics. Previously at Decrypt and CoinDesk. Focused on the intersection of digital assets and traditional finance.
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