Daily brief
Market · Sat 25 Jul · 3 min read
Bitcoin ETF streak snaps; macro volatility returns
What happened
US spot Bitcoin ETFs ended a seven-session inflow streak with a single-day net outflow of $225 million. The streak had accumulated close to $1 billion in net inflows. The reversal coincided with Bitcoin falling below $64,000, driven by surging US bond yields and rising Fed rate-hike odds. Geopolitical stress, including oil price pressure from Middle East tensions, added to risk-off sentiment. On-chain data shows BTC supply in profit recovering from 2026 lows but technical analysis flags the risk of another leg down. Separately, some Bitcoin treasury companies, which had accumulated BTC on their balance sheets, are now selling holdings to repay debt and restructure operations.
Why it matters
Sources: CoinDesk
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