Crypto Pulse: November 2, 2026 — Bitcoin ETFs Post $643 Million Outflow, Erasing Most of 2026’s Inflows
U.S. spot Bitcoin ETFs saw $643.3 million in net outflows on Friday, erasing 63.6% of their 2026 inflows, as Bitcoin fell 1.73% to $76,693 in Market Briefer's delayed snapshot.
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U.S.-listed spot Bitcoin exchange-traded funds recorded $643.3 million in net outflows on Friday, their largest single-day withdrawal since June 25, erasing 63.6% of the funds’ net inflows for 2026 in one session, according to SoSoValue data reported by CoinDesk. The outflow set the tone for a subdued board on Monday, the first full session after the record $6.3 billion theft at Binance late last week. In Market Briefer’s delayed snapshot at 5:15 p.m. CST, Bitcoin fell 1.73% to $76,693, Ethereum eased 0.78% to $2,251 and Solana fell 2.34% to $91.92, in a session tracked throughout the day on Market Briefer’s Crypto desk.
The board below is Market Briefer’s delayed market data, sourced from CoinGecko and delayed by about 15 minutes, as of 5:15 p.m. CST on Monday, November 2, 2026, ordered by 24-hour move, largest gain first.
| Asset | Price | 24h |
|---|---|---|
| TRON (TRX) | $0.319 | +1.95% |
| Ethereum (ETH) | $2,251 | -0.78% |
| Dogecoin (DOGE) | $0.074 | -1.56% |
| Bitcoin (BTC) | $76,693 | -1.73% |
| Cardano (ADA) | $0.189 | -2.03% |
| Solana (SOL) | $91.92 | -2.34% |
TRON was the board’s only gainer, rising 1.95% to $0.319. Solana took the steepest fall among the majors, down 2.34% to $91.92, followed by Cardano, down 2.03% to $0.189, and Bitcoin, down 1.73% to $76,693. Dogecoin fell 1.56% to $0.074, and Ethereum limited its decline to 0.78% at $2,251, the smallest loss on the board. Beyond the majors, the site’s top-movers board showed wider swings, with Bitway down 10.83% and NEAR Protocol down 9.53%, Rain up 8.83%, and Venice Token, Ethena and Zcash each down more than 6%.
The day’s story was what Friday’s flow print said about demand. The outflows were concentrated in the two largest funds, with BlackRock’s IBIT losing $233.70 million and Fidelity’s FBTC losing $201.4 million, together roughly two-thirds of the day’s total, CoinDesk reported. Before Friday, the funds were sitting on a net year-to-date inflow of just over $1 billion, so one session left 2026 barely in positive territory, and Bitfire Research told CoinDesk that total spot Bitcoin ETF assets fell below $100 billion to $98.14 billion, while spot ether ETFs also posted sustained weekly net outflows. The funds are widely treated as a proxy for institutional demand for Bitcoin exposure, the same allocation question examined in Market Briefer’s explainer on Bitcoin vs gold and the digital gold claim.
Other gauges pointed the same way. Bitfire Research cited a Coinbase premium in negative territory, at -0.18% to -0.27%, and a Crypto Fear & Greed Index softening into the 30 to 34 range, evidence it read as institutional and spot buying momentum visibly fading. Derive, the decentralized options exchange, attributed the exits to the Binance theft, noting that Friday was the funds’ first trading session after the hack. “The market was already under pressure, but the Binance hack added another layer of uncertainty,” Derive founder and chief executive Nick Forster told CoinDesk. Reuters reported on Monday that Binance customers had pulled $3.64 billion, or 2.1% of the exchange’s assets, as the world’s largest crypto exchange resumed service after the theft, which the FBI has blamed on North Korea.
What to watch begins with the calendar CoinDesk flagged for the week ahead. U.S. voters go to the polls in the November 3 midterm elections, which could influence the regulatory outlook for the remainder of President Donald Trump’s term, and the November 6 nonfarm payrolls report will test the interest-rate expectations that move crypto alongside other risk assets. Also pending is MSCI’s final list of companies affected by its new rules for non-operating companies, with leading Bitcoin holders Strategy and Metaplanet named by CoinDesk as potential candidates for exclusion, a step that could expose both shares to passive fund selling. On the board itself, Bitcoin’s $76,693 print sits below the $77,000 level it lost last week, Solana remains below $100 at $91.92, and the next U.S. spot Bitcoin ETF flow print will show whether Friday’s $643.3 million outflow was a one-session reaction to the theft or the start of a longer withdrawal.
Educational content — not investment advice. Crypto Pulse is AI-assisted research produced with automated data checks; figures are verified against the cited sources at publication time.