บันทึกการไหลเข้า 36 วันติดต่อกันสิ้นสุดลง! ETF XRP สินค้าจริงของสหรัฐฯ ไหลออกเป็นครั้งแรก 41 ล้านดอลลาร์

US Spot XRP Exchange-Traded Funds (XRP ETF) Reach Critical Turning Point. Latest data shows that this product category experienced its first single-day net outflow since launch, ending a 36 trading day “zero outflow” streak. According to SoSoValue statistics, five US spot XRP ETFs recorded a combined daily net outflow of approximately $40.8 million, marking a phase shift in fund sentiment.

Looking at specifics, TOXR launched by 21Shares became the primary outflow source, with a single-day net outflow of $47.25 million; meanwhile, XRP ETFs from Canary, Bitwise, and Grayscale recorded combined net inflows of approximately $2 million. Overall, this round of outflows remains limited, accounting for less than 3% of the cumulative $1.25 billion net inflows since Canary’s XRPC listing on November 13, 2024.

BTC Markets crypto analyst Rachael Lucas points out that the first net outflow from US spot XRP ETFs is indeed symbolic, but does not necessarily indicate a trend reversal. She believes that XRP’s rapid surge from $1.8 to $2.4 within a week, combined with broader crypto market corrections, triggered profit-taking from some investors. “From on-chain data, exchange reserves remain at historic lows, trading volumes stay elevated, which all indicate that XRP’s medium-term fundamentals remain resilient,” Lucas stated. Should ETF capital flows turn positive again, XRP price still has the opportunity to test the $3 mark once more.

It is worth noting that this round of capital outflows is not unique to XRP ETF. US spot Bitcoin ETFs recorded combined daily net outflows as high as $486 million, with Fidelity’s FBTC and BlackRock’s IBIT experiencing outflows of $247.6 million and $130 million respectively. Over the past two days, Bitcoin ETF cumulative outflows have exceeded $700 million. Ethereum ETFs faced similar pressure, with daily net outflows of $98.5 million, where Grayscale’s ETHE saw $52 million in outflows, marking the first net outflow for ETH ETFs since 2026.

Presto Research researcher Min Jung points out that compared to stock markets, crypto assets have shown relatively weak performance recently, with some capital flowing back toward traditional risk assets. This trend has been reflected in price volatility and ETF capital flows. In the short term, capital changes in XRP ETF are more a result of market rebalancing, rather than a negation of its long-term prospects.