美国现货比特币 ETF 在 11 月出现明显资金撤离，单月净流出达到 34.8 亿美元，创下自今年 2 月以来的最大单月流出规模。根据 SoSoValue 数据，自 10 月 31 日当周起，比特币 ETF 已连续四周录得净流出，累计流出超过 43.4 亿美元，但在感恩节假期前却短暂出现连续三天的净流入。
贝莱德旗下 IBIT 作为规模最大的比特币 ETF，11 月净流出达 23.4 亿美元，并在 11 月 18 日录得成立以来最大单日流出——5.23 亿美元。LVRG 董事尼克·拉克指出，此轮资金外流主要源于机构在比特币创下历史高位后进行获利了结及年底资产再平衡，并非对比特币基本面的信心下降。他强调，比特币 ETF 的累计资金流入仍为正值，而期货未平仓合约继续走高，显示机构结构性多头依然稳固，但在宏观不确定性下估值敏感度明显提升。
截至 11 月 28 日，美国比特币基金累计净流入达 577.1 亿美元，总资产规模达到 1194 亿美元，占比特币市值约 6.56%。
以太坊方面，尽管 ETH 现货 ETF 在 11 月曾连续五天录得净流入，但最终仍出现 14.2 亿美元的月度净流出，创下历史最高纪录。
与此同时，新推出的 Solana、XRP 等山寨币 ETF 自上市以来持续保持净流入。其中，XRP ETF 累计流入达 6.66 亿美元；Canary 的莱特币 ETF 与 Hedera ETF 上月分别吸引 700 万美元和 3600 万美元资金进入。分析师表示，尽管这些新 ETF 吸引适度资金，但其波动仍高，说明机构在监管明确与链上数据更稳前，仍将重心锁定在比特币与以太坊。
此外，NovaDius Wealth 总裁 Nate Geraci 表示，Grayscale 将在本周推出美国首只现货 Chainlink ETF，为市场再添一类加密资产投资工具。
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