#InstitutionalDemandSlows

Despite the ongoing surge in the U.S. stock market fueled by the AI boom, a sharp slowdown in Bitcoin ETF inflows has captured the crypto market’s attention.
According to new data from Glassnode, institutional demand for Bitcoin has notably weakened — a stark contrast to the growing optimism in traditional markets driven by tech and infrastructure sectors.
In the past three weeks, BlackRock’s spot Bitcoin ETF recorded a weekly net inflow of less than 600 BTC. During previous bullish phases of this cycle, inflows often exceeded 10,000 BTC per week, showing a significant cooling in institutional participation.
Glassnode analysts noted that this marks one of the weakest phases of institutional accumulation since the ETF’s launch. After months of aggressive buying, it appears that large investors are now entering a consolidation phase.
Bitcoin’s price has struggled to maintain upward momentum, recently slipping below $110,000. ETF fund flows remain a critical leading indicator of institutional sentiment, suggesting a cautious tone among major players.
Interestingly, on-chain activity hints at strategic repositioning rather than outright selling. Data from Whale Insider reveals that BlackRock transferred 1,198 BTC (≈$129M) to crypto exchange Cb, possibly for portfolio rebalancing or custody adjustments. While not necessarily a sign of liquidation, it shows that large asset managers are actively optimizing their holdings amid a volatile macro backdrop.
As liquidity conditions and market demand fluctuate, ETF issuers continue to fine-tune their positions, reflecting the evolving balance between risk management and long-term conviction in digital assets.