Spot Bitcoin ETFs see $643 million outflow in single day

U.S. spot Bitcoin ETFs experienced $643 million in net outflows on October 30, 2026, marking their largest single-day loss of the month following a $6.4 billion exploit on Binance. Despite the record theft, Bitcoin prices stabilized near $77,520 after an initial 4% drop. Stablecoin issuers froze over $2.3 billion in stolen assets, while Binance pledged full reimbursement. However, elevated derivatives exposure and macroeconomic uncertainty remain high.

Spot Bitcoin ETF flows

• ▪Cumulative net inflows for U.S. spot Bitcoin ETFs reached $57.4 billion since launching in January 2024, with total net assets standing at $103.2 billion as of late October 2026
• ▪The October 30, 2026 U.S. spot Bitcoin ETF outflows erased a four-day, $441 million inflow run, leaving U.S. spot Bitcoin funds down approximately $202 million for the week and $516 million for October 2026
• ▪U.S. spot Bitcoin ETFs recorded net outflows of $643 million during the October 30, 2026 trading session, marking their largest single-day outflow of October 2026

Altcoin ETF outflows

• ▪U.S. Solana ETFs recorded net weekly outflows of approximately $72 million after five consecutive days of losses in late October 2026
• ▪U.S. Ethereum ETFs lost $155.7 million on October 30, 2026, while Solana ETFs shed $10.8 million in the same session

Binance security breach

• ▪Binance pledged to cover all losses from the $6.4 billion security breach on October 29, 2026 using company funds and an emergency reserve
• ▪Stablecoin issuers Tether and Circle froze more than $2.3 billion in stolen stablecoins following the $6.4 billion Binance hack on October 29, 2026
• ▪Attackers began draining approximately $6.4 billion from crypto exchange Binance at 4:05 p.m. Eastern Time on Thursday, October 29, 2026

Cryptocurrency price performance

• ▪On Saturday, October 31, 2026, Ethereum traded near $2,251 and Solana near $96, while total cryptocurrency market capitalization held around $2.7 trillion
• ▪Bitcoin fell approximately 4% on Friday, October 30, 2026, reaching a low near $76,400 before steadying around $77,520 on Saturday, October 31, 2026

Crypto derivatives market activity

• ▪Aggregate Bitcoin open interest recorded by Coinalyze reached $28 billion on October 31, 2026, reflecting a 3% increase over 24 hours
• ▪Bitcoin funding rates on October 31, 2026 stood at +0.01% on Binance and +0.0065% on Bybit for USDT contracts normalized to eight hours by Coinalyze
• ▪Open interest on Binance's BTC-USDT perpetual contract rose 4.5% between 23:00 UTC October 29 and 04:00 UTC October 30, 2026, according to Block Scholes
• ▪Crypto derivatives data provider Block Scholes reported $1.53 billion in crypto-wide liquidations over 24 hours in an October 30, 2026 note, with 84% in long positions

Federal Reserve interest rate expectations

• ▪The U.S. Federal Reserve maintained benchmark interest rates between 3.75% and 4.00%
• ▪Financial market traders priced odds above 70% for a U.S. Federal Reserve interest rate hike in December 2026