BIT analysis points out that institutional fund flow is a net outflow, and Bitcoin buying is difficult to recover in the short term

BIT analysis indicates that the total cash flow of stablecoins, Strategy, and Bitcoin ETFs over the past 30 days has resulted in a net outflow of $8 billion. Institutional investors are reducing their risk exposure before the arrival of summer. Unlike the slowdown in capital inflows in the fourth quarter of 2025, the current capital flow has shifted towards net outflows. If there are no major positive factors such as the Fed's shift towards dovish sentiment, buying will be difficult to recover. The trend of Bitcoin falling from $82000 to $62000 has a greater impact than the pullback from $102000 to $82000. In the context of limited upward space, there is still an opportunity to short the volatility strategy.