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

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.

已确认的事实

• 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]

影响

• 已确认Large investors using ETFs answered the Binance hack by selling on the very first trading day.
• 我们的解读If outflows continue in early November, bitcoin gets less support from new money. This is our inference.
• 我们的解读The November 3 midterms and the jobs report may move flows more than the hack itself. This is our inference.

仍未知

• Whether outflows continue on Monday
• How much of the selling is about the hack and how much about the wider mood
• How the full reopening of Binance withdrawals will affect the funds

影响到谁

USA, World. Bitcoin holders and anyone who trades crypto on ETF flows

来源

1. Farside Investors: Bitcoin ETF Flow – All Data (US$m) 2026年10月31日 · 官方
2. Decrypt: Bitcoin ETF Investors Head for the Exits After Record Binance Hack 2026年11月1日 · 媒体