ChainCatcher report, according to The Block, U.S. spot Bitcoin ETFs have recorded 11 consecutive trading days of outflows after posting a $2.4 billion net outflow in May. On Monday, Bitcoin ETFs saw a net outflow of $484 million, with BlackRock’s IBIT experiencing a $440 million outflow; only Morgan Stanley’s MSBT recorded a net inflow of $6.14 million that day. Over the past 11 trading days, cumulative net outflows reached $3.45 billion, while May’s monthly net outflow of $2.43 billion marked the largest single-month outflow since November 2025. Andri Fauzan Adziima, a researcher at Bitrue, stated that the May ETF outflows were driven by rising inflation, higher Treasury yields, and cooling expectations for rate cuts, as institutions are withdrawing from crypto ETFs to invest in AI-related stocks. The current negative trend reflects cautious risk-off behavior rather than a rejection of Bitcoin. Adziima also attributed Bitcoin’s decline to ongoing tensions between the U.S. and Iran, as well as Strategy’s first BTC sale in years, noting that the timing of Strategy’s potential sale announcement undermined the corporate “buy and hold” narrative.
U.S. Spot Bitcoin ETFs Experience $24.3 Billion Net Outflow in May
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Summary
U.S. spot Bitcoin ETFs experienced a $24.3 billion net outflow in May 2026, according to ChainCatcher—the largest since November 2025. Over the past 11 trading days, $34.5 billion exited, including $4.84 billion on June 2. BlackRock’s IBIT led the outflows with $440 million, while Morgan Stanley’s MSBT attracted a net inflow of $6.14 million. Rising inflation, higher Treasury yields, and diminishing expectations for rate cuts prompted institutions to reallocate funds toward AI stocks. Bitrue’s Andri Fauzan Adziima also cited U.S.-Iran tensions and a multi-year BTC sell-off as factors pressuring Bitcoin’s price. Traders employing a spot grid strategy may find opportunities amid the volatility, while long-term value investing in crypto remains a viable consideration.
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