How Bitcoin ETF Outflows Are Changing the Market Structure

Bitcoin is down 3% in five days to $62,080, but the bigger story is structural: ETF outflows are altering how the market functions. Lucas and Luna break down the data — $1.2 billion in net outflows from spot Bitcoin ETFs in May 2026, the deepest since launch — and explain why that matters beyond the price chart. They discuss how authorized participants are pulling liquidity, why Coinbase's order book depth has thinned by 40% since March, and what happens to volatility when ETF flows dominate spot trading. If you've been wondering whether the selling is retail panic or institutional repositioning, this episode gives you the framework. Plus, a look at how the Fed's rate pause at 3.62% (the interest on reserve balances) is creating a higher opportunity cost for holding crypto assets, and why that might be a bigger headwind than any regulatory headline. #Bitcoin #ETF #CryptoMarkets #MarketStructure #Liquidity #Coinbase #FederalReserve #InstitutionalInvesting #BTC #CryptoVolatility #Economics #FexingoBusiness #BusinessPodcast #CryptoEconomy #ETFOutflows #OrderBookDepth #RatePause #AuthorizedParticipants Keep every episode free: buymeacoffee.com/fexingo