2026-01-01 06:17:19

Ethereum spot ETFs continue to face pressure. Data from yesterday (December 31, Eastern Time) shows that nine Ethereum spot ETF products had a total net outflow of $72,058,600, with none achieving a net inflow — reflecting institutional investors' cautious attitude towards Ethereum's short-term prospects.

The largest outflow was from Grayscale's Ethereum Mini Trust ETF (ETH), with a single-day net outflow of $31,983,800, accounting for nearly 45% of the total outflows. However, over a longer time horizon, the overall performance of Ethereum spot ETFs still shows net inflows — with a total net inflow of $1.488 billion so far, indicating that institutional confidence remains unchanged in the long term, and the short-term activity is mainly portfolio adjustment.

ETH-0,16%

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just_another_fish

· 23h ago

Is Grayscale dumping again? Why does it seem like institutions are hitting the brakes... But with such a large long-term net inflow, it shows that some people still believe.

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GasGasGasBro

· 01-02 14:56

Grayscale is selling off again, but the 1.488 billion accumulated is still there. Institutions are really tough on the outside but soft on the inside.

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EyeOfTheTokenStorm

· 01-01 17:12

The net outflow of over 30 million in a single day during the grayscale wave indicates that large institutions are doing T-positioning at the end of the year. However, considering the total net inflow of 1.488 billion, isn't this a typical bottoming pattern? According to my quantitative model, short-term panic selling often breeds the next wave of market movement; historical data speaks for itself. --- Another story of smart money rebalancing their positions. So the question is—are they reducing their holdings or accumulating strength? The fact that 45% of the outflow is concentrated in grayscale is very interesting, just like in 2017. The institutional tactics haven't changed. --- Don't be scared by a single-day outflow of 70 million. The shills at the beginning of next year will have more to talk about. The cumulative net inflow of 1.488 billion is still there, indicating that long-term bullish institutions haven't exited; it's purely year-end financial management adjusting their quotas. --- I have to question the statement that institutions are adjusting their positions. Are they really just making excuses to avoid taking on new positions? Look at who else would be aggressively selling off chips at such a critical time like the New Year’s crossover. There’s a bit of a logical problem behind that. --- From a macroeconomic cycle perspective, this kind of behavior by institutions at year-end is normal. But the question is—will this short-term pressure evolve into a trend of decline? Risk warning: no one can accurately predict the next move of the market.

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AirdropHunterXM

· 01-01 06:45

Gray scale is bleeding again, pouring in 3.2 billion and still selling off? This move by institutions is indeed a bit timid, but the long-term net inflow of 1.488 billion indicates confidence—it's just a bit nerve-wracking in the short term.

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HodlOrRegret

· 01-01 06:30

Gray's recent volume surge is quite impressive, but on the other hand, a long-term net inflow of 1.488 billion is still quite strong. Short-term portfolio adjustments are very normal.

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GasFeeBarbecue

· 01-01 06:28

Grayscale is causing trouble again, releasing over 30 million in a day... Are institutions really scared or are they accumulating at low levels? Short-term scared, but long-term still adding positions. I've seen this trick before. End-of-year shopping spree? Just waiting for a rebound in January.

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Ser_APY_2000

· 01-01 06:24

Grayscale's move to offload holdings seems to be a true liquidation, but the long-term net inflow of 1.488 billion is still there, and institutions haven't really run away yet.

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OnChainSleuth

· 01-01 06:24

Is Grayscale shifting the blame again? Those trying to bottom out in the short term are all asking about it. By the way, can the 1.488 billion net inflow hold up? It still depends on how things develop later.

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