The Bitcoin bear market caught some elements of the crypto crowd abruptly, as a number of buyers anticipated costs to recuperate at completely different levels of the correction. Nonetheless, some sections of the market noticed this corrective section, utilizing on-chain knowledge as the idea of their prognosis.
One such group is the on-chain knowledge analysts who referred to as the emergence of the bear market based mostly on the decline in obvious demand. Utilizing this identical mannequin, a distinguished market researcher has come ahead with a possible catalyst for Bitcoin’s value restoration.
Bitcoin ETFs Kick Off 2026 With $1.8 Billion Outflows
In a current put up on the social media platform X, pseudonymous analyst Darkfost shared that spot Bitcoin ETFs (exchange-traded funds) might play an enormous function within the crypto market turnaround. In keeping with market knowledge, demand for crypto through exchange-traded funds has been weak to this point in 2026.
This cautious stance from buyers and “contraction in liquidity” has had a major impact in the marketplace, as costs hold tumbling to new lows each different week. Darkfost highlighted that early 2026 has appeared extra like a interval of danger discount on the spot Bitcoin ETF aspect, which has been largely pushed by substantial capital inflows and powerful speculative momentum.
Darkfost wrote within the X put up:
Market members seem like reassessing their danger publicity in a extra unsure macroeconomic and geopolitical surroundings.
Unsurprisingly, current on-chain knowledge help the growing apathy of buyers in the direction of the Bitcoin ETF market. In keeping with knowledge highlighted by Darkfost, the 12 months 2026 is beginning with round $1.8 billion in internet outflows, which is in stark distinction to the strongly optimistic ranges witnessed in 2024 and firstly of 2025.
Supply: @Darkfost_Coc on X
Sustained capital inflows and a major enlargement in market liquidity characterised these durations. Nonetheless, it’s value mentioning that 2025 ended on a extra destructive observe, with ETF inflows declining from $27 billion to round $20 billion by 12 months’s finish.
Therefore, this development reveals that the present weak point in demand appears extra like a gradual decline than a sudden drop. In any case, this demand weak point has left the Bitcoin market unprotected and extra weak to promoting stress and short-term volatility.
Darkfost concluded {that a} sustained run of Bitcoin ETF inflows could possibly be a “key catalyst” to restoring a stronger market construction and investor confidence. The indicators, nevertheless, haven’t been encouraging to this point, because the US-based BTC exchange-traded funds bled roughly $360 million in internet outflows over the previous week.
Bitcoin Value At A Look
As of this writing, the worth of BTC stands at round $70,600, reflecting an virtually 2% soar prior to now 24 hours.
The worth of BTC crosses $70,000 on the day by day timeframe | Supply: BTCUSDT chart on TradingView
Featured picture from Shutterstock, chart from TradingView
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