U.S. spot Ether ETFs pulled in $117 million Monday, breaking a four-consecutive-day outflow streak that had investors questioning institutional conviction. Bitcoin ETFs also returned to positive territory, marking a broad-based recovery across the crypto ETF complex.
ETH is currently trading at $2,991, while BTC is holding $88,416.
Source: TradingView
The Recovery Context
The bounce follows what CoinShares data characterized as a brutal stretch for the sector. Digital asset investment products drew $2.17 billion in net inflows last week, the strongest weekly total since October 2025. Ether products alone added $496 million during that period, but Friday saw $378 million in outflows after geopolitical tensions and tariff threats resurfaced.
Source: CoinShares
The whiplash continues a pattern established since early January. Spot Ether ETFs saw $258 million exit since mid-January, according to SoSoValue data, erasing gains from the first trading days of 2026.
Why The Reversal?
The outflow streak traced back to October’s $20 billion liquidation event. That mass deleveraging forced institutions to reassess risk exposure across the board. November and December compounded the damage: Bitcoin ETFs experienced $4.57 billion in combined outflows, Ether products lost over $2 billion.
Monday’s inflow suggests the post-October hangover is fading. XRP and Solana-based funds also closed positive, indicating rotation rather than outright exits.
Altcoin ETF Rotation
Altcoin ETFs have shown consistent demand even during BTC and ETH weakness. From January 2-8, XRP products raised $46.7 million, Solana funds pulled $50.7 million, and Dogecoin ETFs raised $4.2 million.
That rotation indicates that investors are diversifying crypto exposure rather than abandoning the asset class.
What Desks Are Watching
The single-day reversal matters less than the pattern it breaks. Four consecutive outflow days represented the longest losing streak for Ether ETFs since the October crash.
Monday’s inflow, combined with strength in altcoin products, suggests institutional reallocation is underway. The key question: whether this reflects genuine conviction or tax-year repositioning bleeding into late January.
BlackRock’s IBIT continues to dominate Bitcoin flows with roughly 70% market share by volume. If ETHA (BlackRock’s Ether product) leads Monday’s inflow breakdown, that confirms the same institutional players are re-entering both markets simultaneously.
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