Bitcoin steadies near $91k as US spot ETF inflows reverse and altcoins reprice

Cryptocurrency markets saw a limited recovery this week as investor liquidity returned after the holidays, with Bitcoin topping a weekly high of $94,458 on Monday before declining to about $90,937 at the time of writing on Friday.

US spot Bitcoin exchange-traded funds experienced a sharp reversal: after $1.1 billion in inflows over the first two trading days of the year, the ETFs logged three consecutive days of outflows, with a cumulative $398 million sold on Thursday, according to Farside Investors data.

Analysts said 2025 has been a bear year for altcoins as institutional investors reassess which blockchain networks will attract long-term capital. Jamie Coutts of Real Vision shared blockchain data showing DeFi tokens fell 67% and smart contract blockchain tokens delivered a negative average return of 66%, calling the past year a “repricing.” Nansen data showed Solana generated $585 million in fees and Tron $576 million over the past year, and a Nansen analyst told Cointelegraph that some players have rotated from BTC to ETH while Solana ETFs continued to see inflows.

Other notable developments included the Electric Coin Company’s decision to separate from Bootstrap, raising concerns about the future of privacy token Zcash after Bootstrap said the split followed disputes over possible external investment and attempts to

Key Topics

Crypto, Bitcoin, Bitcoin Etf, Zcash, Electric Coin Company, Bootstrap