$BTC ETF flow recap — 2026-05-19

btc etfs saw another $-331m leave today, the 3rd straight outflow day. that brings the 5-day total to a brutal $-1.77b outflow, while total aum sits at $100.3b. cumulative inflows since launch still at $57.4b, but the recent pace is ugly. for this trend to flip, we'd need a macr

btc etfs saw another $-331m leave today, the 3rd straight outflow day. that brings the 5-day total to a brutal $-1.77b outflow, while total aum sits at $100.3b. cumulative inflows since launch still at $57.4b, but the recent pace is ugly.

for this trend to flip, we’d need a macro catalyst that convinces holders to stay put rather than rotate into treasuries or cash. right now the market is pricing in higher-for-longer rates and that’s killing risk appetite across the board.

more at falsifylab.substack.com #BTCFlow #OnchainAlpha #FundingArb $BTC

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Originally published on FalsifyLab Substack.


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