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Bitcoin is hemorrhaging cash while stocks party — brace for more downside

Investors have yanked $2.8 billion out of Bitcoin ETFs over nine straight days — the longest losing streak since these funds launched. Meanwhile, regular stocks keep hitting new highs, and a massive $9 billion wave of Bitcoin options contracts is expiring, which could push the price even lower.

Idea

Bitcoin has slid to April lows around $72,000 even as the S&P 500 and Nasdaq approach all-time highs — an unusual split that signals money is rotating out of crypto and into AI and semiconductor stocks. The nine-day, $2.8 billion ETF outflow streak is the longest on record, showing that large investors are heading for the exits. With $9 billion in options contracts expiring and bearish traders firmly in control, the selling pressure is likely to continue in the short term. The failed attempt to break above $83,000 earlier this month looks like a rejected rally, not a healthy dip.

Key details

BTCH4#crypto#bitcoin#etf_flows#macro_divergence

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