Bitcoin ETFs lose $643 million in the first session after the Binance hack

On Friday, the first full session after the Binance hack, US spot bitcoin ETFs lost $643.2 million. It was their worst day of October.

Evento: 30 de outubro de 2026
Fonte primária: 1 de novembro de 2026
Publicado aqui: 1 de novembro de 2026 às 20:57 UTC
Ler: 2 min

O que aconteceu

Farside data shows net outflows of $643.2 million from US spot bitcoin ETFs on October 30. BlackRock's IBIT lost the most ($233.7 million), followed by Fidelity's FBTC ($201 million). Decrypt says it was the first full trading session after the Binance hack and the biggest daily outflow of October.

Por que importa para você

ETFs are the main route for big money into bitcoin. One day erased the previous four days of inflows, about $441 million. The week ended about $202 million down. This is how large investors answered the hack.

O que conferir e observar

Watch Monday's and Tuesday's flows: another big outflow would show the selling is not a one-off. US midterm elections are on Tuesday and the jobs report is on Friday. This is an overview, not advice.

Onde está acontecendo

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The numbers. Farside Investors publishes flows for every US spot bitcoin ETF. On October 30: IBIT minus $233.7 million, FBTC minus $201 million, ARKB minus $129.5 million, GBTC minus $53.3 million, BITB minus $25.7 million. Together that is $643.2 million. Before that came four days of inflows: $110.3 million, $176 million, $137.3 million and $17.2 million.

Why Friday. According to Decrypt, the attack on Binance began on Thursday at 4:05 p.m. New York time, after US markets had closed. So Thursday's $17.2 million inflow came before the theft, and Friday was the first day fund investors could react.

The month. Decrypt puts October's bitcoin ETF outflows at about $516 million. Since launch in January 2024 the funds still have $57.4bn of net inflows and $103.2bn in assets. One bad day is visible, but it is not a collapse of the whole inflow story.

Price and other funds. Bitcoin fell about 4% on Friday to roughly $76,400, with more than $1.3bn of leveraged positions liquidated. By Saturday it had steadied near $77,520. Ethereum ETFs lost $155.7 million on Friday, their fifth day of outflows in a row, about $431 million in total.

Who it touches. Anyone holding bitcoin or shares of bitcoin funds, and anyone who trades crypto on ETF flows. Outflows do not mean the price must fall further, but they show the mood of large buyers.

Fatos confirmados

On October 30, 2026, US spot bitcoin ETFs had net outflows of $643.2 million.^[1]
By fund on October 30: IBIT minus $233.7 million, FBTC minus $201 million, ARKB minus $129.5 million, GBTC minus $53.3 million, BITB minus $25.7 million.^[1]
From October 26 to 29 the funds took in $110.3 million, $176 million, $137.3 million and $17.2 million.^[1]
It was October's biggest daily outflow and the first full session after the Binance hack began on Thursday at 4:05 p.m. New York time.^[2]
The funds lost about $202 million over the week and about $516 million in October.^[2]
Since launch in January 2024, net inflows stand at $57.4bn and total assets at $103.2bn.^[2]
Bitcoin fell about 4% on Friday to roughly $76,400, with liquidations above $1.3bn. On Saturday it traded near $77,520.^[2]
Ethereum ETFs lost $155.7 million on Friday, a fifth day of outflows in a row, about $431 million in total.^[2]

Implicações

ConfirmadoLarge investors using ETFs answered the Binance hack by selling on the very first trading day.
Nossa leituraIf outflows continue in early November, bitcoin gets less support from new money. This is our inference.
Nossa leituraThe November 3 midterms and the jobs report may move flows more than the hack itself. This is our inference.