@wwwwoo
The $782M net outflow from U.S. spot Bitcoin ETFs during Christmas week reflects typical holiday positioning: thin liquidity, year-end rebalancing, and tax-loss harvesting rather than structural bearishness.
In low-volume holiday trading, BTC held relatively stable around $87K–$89K, with sentiment cautious (extreme fear readings) but no panic selling, as outflows coincided with flat/ resilient price action — indicating rebalancing over conviction shift.
Institutional adjustments appear tactical: derisking ahead of year-end, reduced staffing, and rotation to safer assets like gold amid macro uncertainty.
Next two weeks outlook — neutral to mildly bullish. Post-holiday liquidity return + January seasonality often spark inflows and upside. Expect BTC consolidation $85K–$95K, with potential push toward $95K–$100K if flows stabilize and risk sentiment improves.
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