Bitcoin ETFs Report, December 2025

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	Forwarded this email? Subscribe here for more Bitcoin ETF Flows Are Stabilizing and Our Model Shows Recovery as the Baseline Bitcoin ETFs Report, December 2025 Ecoinometrics Dec 3 ∙ Preview   READ IN APP   After the second-largest sequence of outflows on record, the Bitcoin ETFs finally showed signs of stabilizing last week. That shift matters. A stabilization in flows is the first condition for Bitcoin to recover from a drawdown this deep. Without it, it is unlikely for a sustainable price recovery trend to take hold. In today’s edition, we update our ETF flows model to see whether this stabilization is the start of a real turning point and what our simulations suggest are the most likely scenarios for December. 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 35,000 professional investors and fund managers: Upgrade to paid Ready? Let’s dig into the data. Bitcoin ETF Flows Are Stabilizing and Our Model Shows Recovery as the Baseline The Takeaway Bitcoin ETF outflows have finally stabilized after a sharp decline, and this shift matters because, historically, stabilization is quickly followed by a recovery of flows. And that’s what is needed to carry a rally. Our updated flows-to-returns model remains statistically strong, though its slope is drifting as the ETF market matures... 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