Bitcoin ETF Report, November 2025

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	Forwarded this email? Subscribe here for more ETF Flow Simulations Point to Short-Term Risk for Bitcoin Bitcoin ETF Report, November 2025 Ecoinometrics Nov 5 ∙ Preview   READ IN APP   From a macro perspective, there’s still no clear reason for Bitcoin’s price to be this weak. Liquidity conditions remain loose, risk assets are holding up, and the Nasdaq 100 continues to trend higher overall despite the turbulences. Yet Bitcoin is hovering just above $100K. Now when price action diverges from macro conditions, the risk isn’t just a short-term correction, it’s that investors in the Bitcoin ETFs start to pull capital. ETF flows have been one of the strongest drivers of this bull market, so any shift in those flows can quickly feed back into price. The closer Bitcoin gets to the $100K mark, the more likely that feedback loop becomes. In this edition of the Bitcoin ETF Report, we look at the data to quantify what could happen if ETF flows begin to weaken and how far prices might fall under different scenarios. Ecoinometrics delivers professional-grade crypto and macro analysis to help institutional investors and serious traders make data-driven decisions. Our team conducts rigorous quantitative research, developing proprietary metrics and institutional-quality visualizations that cut through the noise to reveal key market dynamics. Each newsletter provides clear, actionable insights backed by data, delivered in a concise format that respects your time - five minutes to absorb, but deep enough to inform your investment strategy. Join over 34,000 professional investors and fund managers: Upgrade to paid Ready? Let’s dig into the data. ETF Flow Simulations Point to Short-Term Risk for Bitcoin The Takeaway Bitcoin’s price weakness around $100K isn’t driven by macro fundamentals but it could lead to a strong decline in ETF flows. Momentum in ETF inflows stalled in mid-October and now the current price dip is shifting the short-term risk balance to the downside... Continue reading this post for free in the Substack app Claim my free post Or upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 Ecoinometrics 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe