The Bitcoin bear market caught some components of the crypto crowd abruptly, as a number of traders anticipated costs to recuperate at totally different phases of the correction. Nevertheless, some sections of the market noticed this corrective part, utilizing on-chain information as the premise of their prognosis.
One such group is the on-chain information analysts who known as the emergence of the bear market based mostly on the decline in obvious demand. Utilizing this similar mannequin, a distinguished market researcher has come ahead with a possible catalyst for Bitcoin’s worth restoration.
Bitcoin ETFs Kick Off 2026 With $1.8 Billion Outflows
In a latest submit on the social media platform X, pseudonymous analyst Darkfost shared that spot Bitcoin ETFs (exchange-traded funds) could play an enormous position within the crypto market turnaround. In accordance with market information, demand for crypto by way of exchange-traded funds has been weak up to now in 2026.
This cautious stance from traders and “contraction in liquidity” has had a major impact available on the market, as costs maintain tumbling to new lows each different week. Darkfost highlighted that early 2026 has regarded extra like a interval of danger discount on the spot Bitcoin ETF aspect, which has been largely pushed by substantial capital inflows and powerful speculative momentum.
Darkfost wrote within the X submit:
Market contributors seem like reassessing their danger publicity in a extra unsure macroeconomic and geopolitical setting.
Unsurprisingly, latest on-chain information help the rising apathy of traders in the direction of the Bitcoin ETF market. In accordance with information highlighted by Darkfost, the yr 2026 is beginning with round $1.8 billion in internet outflows, which is in stark distinction to the strongly constructive ranges witnessed in 2024 and in the beginning of 2025.
Supply: @Darkfost_Coc on X
Sustained capital inflows and a major enlargement in market liquidity characterised these intervals. Nevertheless, it’s price mentioning that 2025 ended on a extra destructive be aware, with ETF inflows declining from $27 billion to round $20 billion by yr’s finish.
Therefore, this development exhibits that the present weak spot in demand appears extra like a gradual decline than a sudden drop. In any case, this demand weak spot has left the Bitcoin market unprotected and extra susceptible to promoting strain and short-term volatility.
Darkfost concluded {that a} sustained run of Bitcoin ETF inflows could possibly be a “key catalyst” to restoring a stronger market construction and investor confidence. The indicators, nonetheless, haven’t been encouraging up to now, because the US-based BTC exchange-traded funds bled roughly $360 million in internet outflows over the previous week.
Bitcoin Value At A Look
As of this writing, the value of BTC stands at round $70,600, reflecting an virtually 2% soar prior to now 24 hours.
The value of BTC crosses $70,000 on the each day timeframe | Supply: BTCUSDT chart on TradingView
Featured picture from Shutterstock, chart from TradingView
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