U.S. Spot Crypto ETFs Suffer $4.57B Year-End Exodus in 2025.

U.S. spot crypto ETFs endure $4.57B outflows in Nov–Dec 2025 as Bitcoin and Ether slump while XRP, Solana attract inflows

  • U.S.-listed spot crypto ETFs recorded their largest two-month outflow since launching, with $4.57 billion withdrawn in November and December 2025.
  • The 11 Bitcoin spot ETFs lost $1.09 billion in December after $3.48 billion of outflows in November, per SoSoValue data.
  • U.S.-listed ether ETFs saw more than $2 billion leave over the same two months, according to SoSoValue.
  • Despite bitcoin and ether outflows, XRP ETFs attracted over $1 billion and Solana SOL ETFs drew more than $500 million in November and December.
  • “ETF outflows and steady liquidations are weighing on sentiment, but the structure does not resemble panic. Instead, this appears to be a market in equilibrium, as weak hands are exiting into year-end and stronger balance sheets are absorbing supply,” said Vikram Subburaj of Giottus, adding “The price is compressing as both sides wait for liquidity to return in January.”

In the final two months of 2025, U.S.-listed spot cryptocurrency ETFs experienced their worst stretch since debut, as investors withdrew a combined $4.57 billion in November and December. The 11 bitcoin spot ETFs recorded $3.48 billion of outflows in November and $1.09 billion in December, according to SoSoValue data. The sell-off coincided with about a 20% drop in bitcoin’s price over the same period.

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U.S.-listed ether ETFs also saw heavy withdrawals, with investors pulling more than $2 billion in November and December, per SoSoValue. The two-month outflow of $4.57 billion tops the previous worst February–March stretch, when $4.32 billion left these funds.

Market participants pointed to a shift in institutional appetite rather than panic. “ETF outflows and steady liquidations are weighing on sentiment, but the structure does not resemble panic. Instead, this appears to be a market in equilibrium, as weak hands are exiting into year-end and stronger balance sheets are absorbing supply,” said Vikram Subburaj, CEO of Giottus. “The price is compressing as both sides wait for liquidity to return in January.”

Not all products lost assets. XRP ETFs drew over $1 billion in inflows across November and December, while Solana SOL ETFs attracted more than $500 million. The contrasting flows show that investor interest shifted within the crypto ETF market during the year-end sell-off.

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