‍Bitcoin ETFs See $243M Outflow as BTC Price Consolidates U.S. spot Bitcoin ETFs experienced a net outflow of $243 million, a reversal from earlier gains, as Bitcoin (BTC) retreated to around $92,000 from a weekly peak above $94,000. BlackRock's IBIT saw inflows, but Fidelity (FBTC) and Grayscale (GBTC) led significant redemptions. This is seen by experts as tactical repositioning rather than a market sentiment breakdown. Meanwhile, spot Ethereum ETFs attracted $114.74 million, and Solana ETFs saw $19.12 million in inflows, suggesting capital rotation within the crypto space. Retail sentiment on Myriad remains bullish, with 76% expecting BTC to reach $100,000, though investor conviction is noted as fragile.
‍Morgan Stanley Files for Bitcoin, Ethereum, and Solana ETFs Morgan Stanley has submitted filings to the SEC for spot ETFs covering Bitcoin, Ethereum, and Solana. This marks the first time a major U.S. bank has launched its own regulated digital asset products. The move follows internal policy shifts allowing financial advisors to recommend crypto ETFs and aims to leverage Morgan Stanley's extensive distribution network to meet rising investor demand. This development is seen as significant institutional validation for cryptocurrencies. Analysts highlight that ETFs simplify distribution and signal a mainstream acceptance of digital assets. The filings coincide with record inflows into U.S. spot Bitcoin ETFs, underscoring a maturing crypto market infrastructure.
‍Bitwise CIO: Three Hurdles for a Sustained 2026 Crypto Rally Bitwise Chief Investment Officer Matt Hougan has identified three key challenges for the crypto market to maintain its 2026 upward momentum. The first hurdle, the risk of systemic forced liquidations stemming from October 2025's market disruption, appears to have been overcome. The market's stability entering the new year has eased fears of major institutional insolvencies. The industry's focus now shifts to the U.S. Senate and the Clarity Act, scheduled for revision on January 15, 2026. Key issues include DeFi regulation, stablecoin transparency, and conflicts of interest. "The revision process is a critical step towards the bill’s approval, and its passage would solidify supportive regulatory principles," stated Hougan. A clear legal framework is seen as the primary catalyst for the next wave of institutional blockchain adoption.