Key Takeaways
- • U.S. spot Bitcoin ETFs took in $110.3 million on Monday, October 27, 2026, ending a two-day outflow run totaling $773.4 million, with all inflows going to BlackRock's IBIT according to SoSoValue data.
- • Bitcoin ETFs are net sellers for October with roughly $202 million in cumulative outflows, following a $635.5 million outflow on October 22, the largest single-day outflow since June 2025.
- • Funds and ETFs hold just 8.5% of the Bitcoin that can still trade, versus 79.6% held by individuals, according to a River chart, meaning daily ETF flows have an outsized marginal price impact.
- • The twelve U.S. spot Bitcoin ETFs collectively hold $102.84 billion, about 6.4% of Bitcoin's market capitalisation.
- • BTC/USD traded near $79,700 below its 50-day EMA at $80,756; key levels are support at $79,221 and resistance at $81,480, ahead of the Federal Reserve's rate decision on Wednesday at 18:00 UTC.
Summary
U.S. spot Bitcoin ETFs recorded $110.3 million in net inflows on Monday, October 27, 2026, ending a two-day outflow run of $773.4 million, according to 99Bitcoins. The entire inflow came from BlackRock's IBIT, while none of the other eleven funds added capital, based on SoSoValue figures. The inflow arrived a day before the Federal Reserve's rate decision.
Flows for October remain negative. Counting Monday, the funds show roughly $202 million in net outflows for the month across 18 trading days that split nearly evenly between buying and selling days. The month's swings were large: the funds took in $526.6 million on October 19, led by $665.2 million into IBIT, and $528.4 million on October 21. They then lost $635.5 million on October 22, the largest one-day outflow since June 2025, and a further $137.9 million on Friday, with IBIT, Fidelity's FBTC and ARK's ARKB leading the selling. The twelve funds now hold $102.84 billion, about 6.4% of Bitcoin's market capitalisation.
According to a River chart cited by 99Bitcoins, individuals hold 79.6% of the Bitcoin that can still trade, after excluding Satoshi's coins, lost coins and unmined supply. Businesses hold 9.4%, funds and ETFs 8.5% and governments 2.5%. By comparison, funds and ETFs hold 37.4% of U.S. stocks and 28.2% of bonds. Because most individually held coins are inactive for long periods, ETF demand, which is met with spot Bitcoin every trading day, acts as the marginal buyer or seller and therefore has an outsized effect on price.
On price, BTC/USD tested the $79,221 to $79,370 zone on Saturday and again on Monday, with buyers stepping in both times. The asset trades near $79,700, below its 50-day EMA at $80,756, which it lost on Sunday and has not reclaimed. Resistance sits at $81,480, where recent rallies stalled, followed by $82,850. The 200-day EMA at $76,380 is the next support, roughly 4% below current levels. A daily close above $81,480 would open a path toward $82,850, while a daily close below $79,221 would point toward $76,380. The Federal Reserve announces its decision on Wednesday at 18:00 UTC, and sustained ETF buying beyond IBIT would be needed to support a move back above the 50-day EMA.
Flows for October remain negative. Counting Monday, the funds show roughly $202 million in net outflows for the month across 18 trading days that split nearly evenly between buying and selling days. The month's swings were large: the funds took in $526.6 million on October 19, led by $665.2 million into IBIT, and $528.4 million on October 21. They then lost $635.5 million on October 22, the largest one-day outflow since June 2025, and a further $137.9 million on Friday, with IBIT, Fidelity's FBTC and ARK's ARKB leading the selling. The twelve funds now hold $102.84 billion, about 6.4% of Bitcoin's market capitalisation.
According to a River chart cited by 99Bitcoins, individuals hold 79.6% of the Bitcoin that can still trade, after excluding Satoshi's coins, lost coins and unmined supply. Businesses hold 9.4%, funds and ETFs 8.5% and governments 2.5%. By comparison, funds and ETFs hold 37.4% of U.S. stocks and 28.2% of bonds. Because most individually held coins are inactive for long periods, ETF demand, which is met with spot Bitcoin every trading day, acts as the marginal buyer or seller and therefore has an outsized effect on price.
On price, BTC/USD tested the $79,221 to $79,370 zone on Saturday and again on Monday, with buyers stepping in both times. The asset trades near $79,700, below its 50-day EMA at $80,756, which it lost on Sunday and has not reclaimed. Resistance sits at $81,480, where recent rallies stalled, followed by $82,850. The 200-day EMA at $76,380 is the next support, roughly 4% below current levels. A daily close above $81,480 would open a path toward $82,850, while a daily close below $79,221 would point toward $76,380. The Federal Reserve announces its decision on Wednesday at 18:00 UTC, and sustained ETF buying beyond IBIT would be needed to support a move back above the 50-day EMA.
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