Bitcoin ETFs Report, January 2026

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	Forwarded this email? Subscribe here for more Bitcoin Is Running Ahead of ETF Demand Bitcoin ETFs Report, January 2026 Ecoinometrics Jan 7 ∙ Preview   READ IN APP   Everyone is waiting for the return of the main demand engine behind Bitcoin’s performance over the past two years: ETF buyers. Since the launch of spot ETFs, flows have been the dominant source of demand. When they are strong, they support price appreciation. When they fade, price becomes much harder to sustain. When they are negative, price falls. For now, those buyers remain largely absent. And that absence matters, especially as Bitcoin attempts to push higher. Today we take a close look at the Bitcoin ETF data to assess the state of demand and what it implies for the current balance of risk and reward. 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 Is Running Ahead of ETF Demand The Takeaway Bitcoin’s recent price strength is unfolding against a backdrop of weak ETF demand. Cumulative ETF flows are in the longest drawdown since spot ETFs were launched, indicating that meaningful demand damage has occurred but has yet to repair... Continue reading this post for free in the Substack app Claim my free post Or upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2026 Ecoinometrics 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe