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BlackRock-Led ETF Withdrawals and Binance Inflows Put Bitcoin Under Pressure

Concentrated ETF redemptions have cut visible institutional demand enough to raise the risk of a deeper Bitcoin pullback.

Overview

  • U.S.-listed spot Bitcoin ETFs posted about $1.26 billion in net outflows between May 18 and May 22, with BlackRock’s IBIT responsible for roughly $1.01 billion of that selling.
  • At the same time on-chain trackers showed a sharp rise in Bitcoin moved to exchanges, with Binance’s weekly inflows tripling in under 10 days and reserves up roughly 16,000 BTC over a month.
  • Derivatives readings have been skewed bearish, with K33 Research noting roughly 81 consecutive days of negative perpetual-swap funding rates that reflect sustained short positioning.
  • Technically, Bitcoin is trading near $76–77k with stiff resistance in the low‑80ks and analysts warning that a failure of support could push price toward $72.5k or back to the February $60k trough.
  • Despite the outflows this week, U.S. spot Bitcoin ETFs still hold large cumulative inflows and roughly $98–99 billion in assets, and selective inflows into XRP and SOL ETFs show some investors are reallocating rather than exiting crypto entirely.