Federal Reserve's easing rate expectations cool down, triggering capital outflows; Bitcoin and Ethereum come under pressure, while newcomers like XRP defy the trend and attract funds.

ZkSnarker · 2026-01-12T11:32:13+00:00

In the past week, the digital asset market has experienced a significant withdrawal of funds, with investment products outflows reaching $454 million, and total outflows over four days amounting to $1.3 billion, nearly offsetting the previous $1.5 billion inflow. The US market saw a net outflow of $569 million, while regions like Europe experienced capital inflows. Bitcoin faced the greatest pressure, with outflows of $405 million, but some emerging projects like XRP and Solana still attracted funds against the trend.

ZkSnarker

2026-01-12 11:32:13

Abstract generation in progress

【Blockchain Rhythm】In the past week, the digital asset market has shown clear signs of capital withdrawal. According to investment tracking data, investment products experienced a $454 million outflow last week, and this outflow momentum has accelerated in the past four days—total continuous outflows have reached $1.3 billion, nearly offsetting the $1.5 billion inflow in the first two days of this year.

The root cause of this negative sentiment points to macroeconomic factors: with recent economic data released, market expectations for a March rate cut by the Federal Reserve have begun to loosen, and investors’ risk appetite has declined accordingly.

Performance varies significantly across regions. The US market is the first to experience net outflows, totaling $569 million. In contrast, Europe and other regions have recorded varying degrees of capital inflows: Germany leads with $58.9 million, followed by Canada ($24.5 million) and Switzerland ($21 million), indicating differing attitudes among global investors.

At the asset level, Bitcoin remains the most pressured asset, with outflows of $405 million last week. Interestingly, products that are bearish on Bitcoin also saw outflows of $9.2 million during the same period, suggesting that market sentiment towards Bitcoin is not uniformly bearish but rather divided. Ethereum also faces pressure, with outflows of $116 million last week. Investment products related to Binance and Aave experienced relatively mild outflows, at $3.7 million and $1.7 million respectively.

However, not all assets are weakening. Projects like XRP, Solana, and Sui attracted capital against the trend, recording net inflows of $45.8 million, $32.8 million, and $7.6 million respectively, demonstrating that some investors still remain enthusiastic about emerging directions.

BTC4,69%

ETH7,36%

XRP6,49%

AAVE6,59%

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TopBuyerForever

· 01-12 11:55

Here we go again, the Fed's move is really clever. The rate cut expectations are gone, and US retail investors are directly fleeing. No wonder BTC is getting hammered. By the way, why is XRP attracting funds against the trend? They must be very optimistic... Wait, Europe is also attracting funds? This rhythm feels off, are they rotating? Really, every time there's a macro wave, everything collapses. Are we small retail investors just destined to be harvested? Federal Reserve: I said a rate cut in March, and you all believed it? Childish. 13 billion dollars in outflows... just watching it hurts. Who can withstand this? European players are stockpiling? Insider information? Not again being cut again, oh my god.

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FOMOSapien

· 01-12 11:49

The expectation of rate cuts shattered and directly caused a sell-off. US funds are fleeing the fastest, and it's quite surprising. BTC and Ethereum have dropped sharply, while small coins like XRP are actually picking up bargains? I can't quite understand the logic behind this price difference. Is Europe bottoming out? What is Germany doing? Risk appetite drops just like that, indicating everyone is still being led by macro factors. The Federal Reserve truly is the market's stabilizing force.

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MeaninglessGwei

· 01-12 11:42

Oh my, they're starting to cut again, BTC and ETH are still falling, investors are really scared now --- No signs of rate cut expectations, this wave of retail investors is fleeing very quickly --- Laughing to death, the US is fleeing and Europe is taking over, XRP and these new coins are still laughing --- 13 billion USD outflow in just four days? It feels like it will get even worse later --- It's macro and rate cuts again, can you still believe in the old tricks? --- Why is Europe actually entering the market? I can't quite understand this logic --- Declining risk appetite is just an excuse, honestly, it's because there's no money left haha --- XRP taking advantage of the situation is really clever, waiting for mainstream coins to rebound --- A single statement from the Federal Reserve can cause everything to collapse, this market is really done --- Thirteen billion in four days, at this rate, will we see the bottom next week?

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AlwaysAnon

· 01-12 11:39

The expectation of rate cuts is gone, and big funds are directly fleeing. This wave is really pointless. BTC and ETH were smashed through, while XRP took the opportunity to siphon blood—it's a bit desperate. Net outflow of $569 million in the US? Europe is actually inflowing money—this geographical difference is incredible. It's always macro factors at play, every time it's the same.

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