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Bitcoin Updates: Bitcoin ETFs See $2.6B Outflow While Harvard and Saylor Increase Investments

Bitcoin Updates: Bitcoin ETFs See $2.6B Outflow While Harvard and Saylor Increase Investments

Bitget-RWA2025/11/20 04:20
By:Bitget-RWA

- Bitcoin ETFs lost $2.6B in November as institutional outflows accelerated amid macroeconomic uncertainty and price declines below $100,000. - Harvard and MicroStrategy bucked the trend by increasing Bitcoin holdings, while derivatives liquidations and risk limits worsened the selloff. - Regulatory frameworks like the GENIUS Act and crypto-collateralized loans emerged to stabilize markets during the 25% drawdown from October highs. - Analysts compare the pullback to historical volatility patterns, noting

Institutional interest in Bitcoin has waned significantly, with spot ETF outflows totaling $2.3 billion in November—a 60% decrease from recent highs—prompting speculation about a possible market shift.

a three-week period of risk reduction, as $2.6 billion exited ETFs while investors favored cash, bonds, and gold due to broader economic uncertainty. This comes after a record $1.1 billion outflow on February 25 and as the U.S. government ends its unprecedented shutdown, dampening hopes for a Federal Reserve rate cut.

The sell-off intensified when Bitcoin slipped below $100,000 on November 13, falling 4.8% in a single day to $94,890.52—

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Bitcoin Updates: Bitcoin ETFs See $2.6B Outflow While Harvard and Saylor Increase Investments image 0
The downturn was made worse by derivatives activity, with $190 million in Bitcoin long futures being liquidated as prices plunged. additional ETF redemptions, while movement into other crypto ETFs such as and remained limited.

However, not every institution is pulling back. Harvard University's endowment

to $442.8 million, going against the broader trend of withdrawals. the company is "increasing its Bitcoin acquisitions," adding 487 valued at $49.9 million in early November. These actions underscore the varied approaches institutions are taking in a turbulent market.

The recent outflows do not indicate fundamental issues with ETFs, which

without any operational problems. by Bitcoin ETFs still exceed $80 billion, with the $2.6 billion withdrawn representing only 3% of total assets—a proportion typical of normal portfolio adjustments during uncertain times. that this retreat is similar to past risk-off periods, such as the volatility seen in 2025 after Bitcoin reached $126,000 in October.

Institutional infrastructure is adapting to changing demand.

a collaboration offering low-cost, Bitcoin-backed loans, enabling institutions to borrow against their BTC at a fixed 1% rate. Separately, a loan secured by Bitcoin, reflecting Wall Street’s increasing interest in crypto lending. These developments are designed to provide more liquidity to holders during the current downturn.

Regulatory changes are also influencing the sector.

in 2025, created a regulatory framework for U.S. payment stablecoins, requiring full reserve backing and tighter oversight. Meanwhile, the Trump administration’s plan to establish a strategic Bitcoin reserve—using confiscated BTC for a permanent fund—has gained momentum, with the Czech National Bank considering a similar approach.

Bitcoin’s future depends on holding above important support levels and greater macroeconomic stability.

, Bitcoin is down 25% from its October peak, putting its technical strength to the test. Whether this signals a final capitulation or a prolonged period of consolidation is unclear, but institutional shifts and new financial products indicate the market is entering a more mature phase.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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