2026-01-10 12:27:16

Recently took a quick look at this week's Bitcoin ETF fund flows, and the situation is quite interesting. The net outflow across the entire network is close to $680 million, with FBTC and GBTC running particularly aggressively. Although IBIT and BTCO are still experiencing small inflows, the overall trend is clear — in the short term, institutions are pulling out.

Relying solely on news is definitely not enough. I also analyzed on-chain data, which confirms: the Bitcoin holdings on exchanges have been climbing significantly over the past three days, indicating that quite a few people are actively trading. Looking at large addresses (holding over 1000 BTC), recent activity has been quite frequent, with some transferring in batches. That’s getting interesting.

This wave of outflows is not a coincidence; it’s more like profit-taking and some institutions rebalancing their positions coinciding.

My view remains unchanged: the market is under short-term adjustment pressure, especially if ETF outflows continue into next week, the market is very likely to test lower support levels. But that’s also an opportunity — sharp declines in a bull market are often the best entry points. Don’t let panic emotions take over.

Here’s my operational advice: for those with heavy positions, consider reducing some holdings during rebounds; cash is always the best defensive tool. For those with lighter positions, wait first — wait until the price stabilizes before gradually entering.

Data never lies; emotions do. I will keep monitoring any on-chain movements, and as soon as new signals appear, I’ll update immediately. The market always moves faster than the news, which is why it’s crucial to use an on-chain perspective to catch turning points.

BTC0,32%

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FudVaccinator

· 6h ago

$680 million flying outwards, this institutional move really isn't holding back --- GBTC and FBTC, these two brothers are running extremely fast, is it bottom fishing or top escaping? --- On-chain data matching up is quite interesting, with such frequent turnover... we need to see what the whales are planning --- Is a sharp decline an opportunity? I've heard this phrase too many times, isn't this time different? --- Cash is king isn't a new topic, but how many can really hold up at critical moments? --- If ETF outflows continue, next week will be tough, better reduce some positions now rather than waiting --- Data doesn't lie, but how to interpret it is also an issue; the same on-chain data can be seen as bullish or bearish --- Gradual entry sounds easy, but actually executing it is another matter --- This wave looks a bit like profit-taking and escape, those chasing the high might have to take on the position --- Testing support levels and such has been said a hundred times, but each time it can still fool people

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MetaverseLandlord

· 01-11 12:44

$680 million run away, this institutional move definitely has some flavor. The on-chain data also confirms it, this is no longer just panic selling. --- Same old story, shouting opportunity during a sharp decline, but how many actually dare to buy the dip? --- FBTC and GBTC are both withdrawing simultaneously, this signal is clear enough. In the short term, we should indeed be cautious. --- Basically, wait for support levels. Don't buy in until there's confirmation. Keep your position light before that, don't buy just to get on the train. --- Can data lie? Just look at the on-chain data, it's more reliable than listening to analysts boast. --- Interesting, big players are transferring in batches. What small moves are they making? --- This escape during the bull market doesn't seem like a coincidence; it looks more like someone has already seen the ceiling.

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NonFungibleDegen

· 01-10 17:30

ngl the $680m outflow hit different, institutions really said peace out lmao... but that's actually when the real players start accumulating no?

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OnchainUndercover

· 01-10 12:57

$680 million fleeing, GBTC and those guys are really running away. This is getting interesting. Institutions are overwhelmingly withdrawing, but I’m not in a hurry. When it rebounds, I’ll reduce my positions. Cash is king. On-chain data can’t be fooled. Large holders transferring in batches—I've seen this move too many times, and it’s always a bottom signal. Basically, it’s the death cross of panic selling and profit-taking. I wait for others to cut losses before I enter. That’s called strategic flexibility. The more severe the decline in a bull market, the more excited I get. The question is, do you dare to buy during panic? That’s the real dividing line.

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RugPullAlarm

· 01-10 12:57

$680 million is flowing out, and these two guys, GBTC and FBTC, haven't stopped. On-chain data matches up, and large investors are really withdrawing in batches. There's nothing more to say; institutions are just running.

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BearMarketMonk

· 01-10 12:54

Institutional bottom-fishing or fleeing, it all depends on whether you can maintain your mindset. Wait, is FBTC really that fierce? Need to verify the data again. The biggest fear during a bull market correction is being shaken out; just hold tight. A 680 million outflow sounds intimidating, but on-chain data is the real truth. Rebound means reducing positions; no rebound means holding steady. This wave will test psychological resilience. Profit-taking selling is normal; why panic? Those entering the market now are all warriors—either making a fortune or just running along.

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ChainProspector

· 01-10 12:53

$680 million ran out, this wave definitely needs to be watched closely. Do the institutions know what they are doing? When institutions withdraw, we should buy in. A drop is just an opportunity, don’t panic. On-chain data can’t be fooled; emotions are the biggest enemy. Large addresses acting frequently—that’s what you call smart money picking up the bags, just waiting. Cash is king, everyone. This phrase will never go out of style. Those who dare to buy during a sharp decline, they all end up laughing later, truly. If ETF continues to flow out and this persists next week, the support level should be tested, I’m watching. Reducing positions and rebounding—that’s an old trick. Stick to this rhythm, and you’ll be right. Data never lies; I only believe the stories on the chain. Wait for the price to stabilize before buying again. Don’t follow the herd and send your money away. This move looks like profit-taking and institutional rebalancing colliding. Can you tell? The market is always one step ahead of the news—that’s the advantage of using an on-chain perspective. Light positions first, wait for signals before acting. No need to rush. Such sharp drops in a bull market are basically like pies falling from the sky. Missing out would be a regret.

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MetaNomad

· 01-10 12:47

Institutions retreat? Then retail investors should step up now --- Another wave of profit-taking, same old routine, no worries --- 6.8 billion in outflows look scary, but the real chips are still in the whales' hands --- Wait, why is GBTC running so aggressively? Is it really bearish or just a shakeout --- On-chain data is indeed solid; the increasing exchange reserves can't be ignored --- A bull market correction is a gift; I actually think this move by institutions is paving the way for retail investors --- Those with heavy positions should reduce some, but there's no need to go completely empty; too many have been scared out --- The most critical thing now is to see if ETF outflows continue next week—that will be the real watershed --- Basically, it's a mindset issue. The data is right here; just look at it clearly

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SwapWhisperer

· 01-10 12:31

$680 million going out, that's a big move. True institutions play like this. Wait, GBTC is selling off so aggressively. Are the big players also dumping? On-chain data is the real deal; news is all lies. Betting on this can make you a fortune. In a bull market correction, it's time to get in. Those panicking are always the retail investors. Cash is king. Brothers holding heavy positions should start reducing now. I just want to know how far this drop will go and where the support levels are. Large addresses transferring in batches indicate that whales are also uncertain. In times like these, the more it drops, the more confidence you need. Lighten your positions and wait for stabilization to add gradually.

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