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Bitcoin ETFs Post Record IBIT Trading as Outflows Accelerate in Market Sell-Off

Options skew points to elevated caution from institutions using the funds.

Overview

  • BlackRock’s iShares Bitcoin Trust (IBIT) logged a record day of roughly $10 billion in trades on Thursday, with more than 284 million shares changing hands as the fund fell 13%.
  • U.S. spot bitcoin ETFs saw net redemptions of about $545 million on Wednesday and $434 million on Thursday, with IBIT leading Wednesday’s outflows at roughly $373 million and accounting for about 40% of Thursday’s total, according to SoSoValue data cited by multiple outlets.
  • Bitcoin briefly touched the $60,000–$64,000 area on Thursday for its lowest levels since October 2024, following a steep intraday slide.
  • Options data showed longer-dated puts trading at a record premium of more than 25 volatility points over calls, indicating heavy hedging and a pronounced bearish tilt, per MarketChameleon figures.
  • Despite the short-term stress, spot bitcoin ETFs retain substantial scale, with cumulative net inflows around $54.7 billion and total assets roughly $81 billion since launch in 2024.