cryptd.in

암호화폐 친화적인 인재를 위한 대체 링크드인

The ETF Battle Between Gold and Bitcoin: Is BTC Really Losing?

2026 has been quite interesting and unexpected in terms of investments. Gold and silver started the year strong with massive gains and new all-time highs, while BTC has been mostly trading downward.

While bitcoin’s correction intensified after the January rejection at $95,000, the two largest precious metals tumbled as well. Perhaps a large portion of gold’s losses could be attributed to how investors turned on the largest ETF tracking its performance.

Will GLD Stage a Comeback?

Data provided by the analysts at the Kobeissi Letter indicated that the world’s largest gold-backed ETF, World Gold Council’s GLD, has seen a substantial investor exodus that began in March this year. In the span of just the third month of the year, the financial vehicle lost a whopping $8.5 billion. This became the largest monthly withdrawal in GLD’s 22-year history.

This worrying trend eased to an extent in the following months, but red continued to dominate. Investors pulled out $1.7 billion in April, a more modest $872 million in May, and $3.2 billion in June. The mid-month data for July shows that the withdrawals have dropped to under $50 million, prompting the analysts to speculate whether the gold market is “setting up for a comeback.”

These net outflows coincided with gold’s price collapse. The bullion peaked at $5,600/oz in late January, but it has lost nearly 30% of its value since then, declining to $4,000/oz as of Friday’s close.

BTC ETFs Bleed Too

With roughly $130 billion in AuM, GLD is more than twice as big as all spot Bitcoin ETFs combined. As such, it’s rather difficult to compare the respective net outflows. Nevertheless, the ongoing narrative is that investors have turned on BTC, which is supported by the recent negative streak that began in May.

In the span of approximately two months, investors pulled out just over $8 billion from all BTC ETFs, pushing the cumulative total net inflows down to $51.22 billion from $59.34 billion. June was the worst month, with over $4.5 billion leaving the funds, which was more than GLD’s exodus.

Perhaps it’s no surprise that the underlying asset’s price performance has been quite painful within this timeframe. BTC was rejected at $83,000 when the withdrawal wave began in mid-May, and plunged to a multi-year low of $57,700 on July 1. Although it has recovered some ground since then, the ETFs’ behavior remains highly uncertain to support a more profound rally.

Spot Bitcoin ETFs Net Flows. Source: SoSoValue
Spot Bitcoin ETFs Net Flows. Source: SoSoValue

 

게시물 The ETF Battle Between Gold and Bitcoin: Is BTC Really Losing? 에 처음 등장 크립토포테이토.


댓글

답글 남기기

이메일 주소는 공개되지 않습니다. 필수 필드는 *로 표시됩니다

최신 피드

인기 카테고리

웹사이트 검색

인기 스토리

태그

#AlexeyPertsev (1) #BidenCryptoBan (1) #BidenElection (1) #BinanceVsCoinbase (1) #B비트코인 (453) #BitcoinETF (3) #B비트코인기초 (1) #B비트코인 취급 (1) #B비트코인가격 (5) #B비트코인가격수준 (1) #B비트코인펌프 (1) #B비트코인예치 (1) #B비트코인서지 (1) #BitcoinTop (1) #Bitfinex (1) #B비트 단위 (1) #브레이스브리지캐피털 (1) #BRC20토큰 (1) #BTC취득 (1) #B울리스틱 예측 (1) #BullishSentiment (1) #C중국광업 (1) #CPIP리뷰 (1) #CryptoAsset (2) #CryptoBattle (1) #CryptoBoom (1) #CryptoExpert (1) #CryptoInsights (1) #CryptoMania (1) #CryptoMarket (4) #CryptoPrediction (1) #CryptoPredictions (1) #CryptoRegulation (2) #CryptoTakeoff (1) #CryptoTiming (1) #CryptoTips (1) #CryptoTreasury (1) #CryptoUncertainty (1) #DerivativeJump (1) #Dogecoin (74) #DogecoinGains (1) #DogecoinVolume (1) #DutchCourt (2) #ECommerce (1) 1TP5테엘살바도르비트코인 (1) 1TP5테더리움 (74) 1TP5테더리움통증 (1) 1TP5테더리움가격 (1) 1TP5전문가 의견 (1) #FedRateCut (1) #FiatCurrency (1) #FinancialImpact (1) #FinancialPrivacy (1) #FirmShutdown (1) #FrozenAccounts (1) #IllicitFunds (1) #인플레이션데이터 (1) #투자 (1) #투자손실 (1) #일본기업 (1) #LegalAction (1) #LegalImpact (1) #법률 (1) #라이트닝 네트워크 (1) 1TP5시장분석 (3) 1TP5시장 모니터링 (1) 1TP5시장 예측 (1) 1TP5시장 예측 (1) #MarketProjection (1) 1TP5마켓지원 (1) 1TP5시장변동성 (1) #M결혼 (1) #MemeCoin (5) #MemeCoins (2) #M광부수익성 (1) #MoneyLaundering (2) #MtGox (4) 1TP5북한암호화 (1) 1TP5노보그라츠예측 (1) #P가격 마일스톤 (1) #P가격 예측 (2) #P가격 질문 (1) #PriceSurge (1) #P형량 (1) #QuantAnalysis (1) 1TP5규제압력 (1) #SEC안티크립토 (1) #ShibaInu (6) #SocialBuzz (1) 1TP5기술분석 (1) #Toncoin (3) #TornadoCash (3) #TornadoCashDev (1) 1TP5토네이도캐시개발자 (1) #UKCrypto (1) #업사이드 잠재력 (1) #USCongress (1) #와이오밍랜드 (1) #XRP가격 (1) #XRP업스윙 (1)

유용한 링크

유용하다고 생각되어 공유하고 싶은 링크.