U.S. spot Bitcoin ETFs drew $74.6 million in net inflows on November 4, ending three sessions of withdrawals totaling $1.16 billion. Bitcoin recovered above $81,000 after a seven-week low near $75,600.
Fidelity's FBTC attracted $236.7 million, while BlackRock's IBIT lost $201.2 million, extending its four-session outflow streak to $935 million. Bitwise's BITB added $15.2 million and ARK Invest's ARKB received $19.9 million.
The flows came as Goldman Sachs pushed its expected Federal Reserve rate cuts back by a quarter to December 2026 and March 2027, citing persistent inflation and a resilient labor market. Bank of America moved its expected 2026 cuts to the third quarter of 2027. Delayed easing presents a more challenging backdrop for Bitcoin, even as some ETF investors added exposure.
Frequently asked questions
-
How much had Bitcoin ETFs lost before the inflows returned?
U.S. spot Bitcoin ETFs had recorded three consecutive sessions of withdrawals totaling $1.16 billion before the November 4 inflow.
-
Which Bitcoin ETF led the inflows on November 4?
Fidelity's FBTC attracted $236.7 million, leading the recovery in fund flows.
-
How did BlackRock's IBIT perform during the ETF inflow?
IBIT recorded $201.2 million in outflows, bringing its four-session withdrawal streak to $935 million.
-
When does Goldman Sachs expect the next two Fed rate cuts?
Goldman Sachs expects cuts in December 2026 and March 2027, having pushed both forecasts back by one quarter.
-
How does Bank of America's rate outlook differ from Goldman's?
Bank of America moved its expected 2026 rate cuts to the third quarter of 2027, while Goldman Sachs expects a cut in December 2026.
Crypto News