{"id":122612,"date":"2026-07-18T10:50:19","date_gmt":"2026-07-18T10:50:19","guid":{"rendered":"https:\/\/dogewisperer.com\/?p=122612"},"modified":"2026-07-18T10:50:19","modified_gmt":"2026-07-18T10:50:19","slug":"the-etf-battle-between-gold-and-bitcoin-is-btc-really-losing","status":"publish","type":"post","link":"https:\/\/dogewisperer.com\/?p=122612","title":{"rendered":"The ETF Battle Between Gold and Bitcoin: Is BTC Really Losing?"},"content":{"rendered":"<div>\n<p>2026 has been quite interesting and unexpected in terms of investments. Gold and silver started the year strong with massive gains and new all-time highs, while BTC has been mostly trading downward.<\/p>\n<p>While bitcoin\u2019s correction intensified after the January rejection at $95,000, the two largest precious metals tumbled as well. Perhaps a large portion of gold\u2019s losses could be attributed to how investors turned on the largest ETF tracking its performance.<\/p>\n<h2>Will GLD Stage a Comeback?<\/h2>\n<p>Data provided by the analysts at the Kobeissi Letter indicated that the world\u2019s largest gold-backed ETF, World Gold Council\u2019s GLD, has seen a substantial investor exodus that began in March this year. In the span of just the third month of the year, the financial vehicle lost a whopping $8.5 billion. This became the largest monthly withdrawal in GLD\u2019s 22-year history.<\/p>\n<p>This worrying trend eased to an extent in the following months, but red continued to dominate. Investors pulled out $1.7 billion in April, a more modest $872 million in May, and $3.2 billion in June. The mid-month data for July shows that the withdrawals have dropped to under $50 million, prompting the analysts to speculate whether the gold market is \u201csetting up for a comeback.\u201d<\/p>\n<blockquote class=\"twitter-tweet\">\n<p dir=\"ltr\" lang=\"en\">BREAKING: The largest US gold-backed ETF, <a href=\"https:\/\/x.com\/search?q=%24GLD&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$GLD<\/a>, has recorded -$14.4 billion in outflows since March 1st.<\/p>\n<p>This is 50% more than the -$9.6 billion in outflows seen across all Bitcoin ETFs since the October peak.<\/p>\n<p>In March alone, investors withdrew -$8.5 billion from <a href=\"https:\/\/x.com\/search?q=%24GLD&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$GLD<\/a>, the\u2026 <a href=\"https:\/\/t.co\/0Wvwlqxpxi\">pic.twitter.com\/0Wvwlqxpxi<\/a><\/p>\n<p>\u2014 The Kobeissi Letter (@KobeissiLetter) <a href=\"https:\/\/x.com\/KobeissiLetter\/status\/2077751610126512490?ref_src=twsrc%5Etfw\">July 16, 2026<\/a><\/p>\n<\/blockquote>\n<p><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>These net outflows coincided with gold\u2019s price collapse. The bullion peaked at $5,600\/oz in late January, but it has lost nearly 30% of its value since then, declining to $4,000\/oz as of Friday\u2019s close.<\/p>\n<h2>BTC ETFs Bleed Too<\/h2>\n<p>With roughly $130 billion in AuM, GLD is more than twice as big as all <a href=\"https:\/\/cryptopotato.com\/best-bitcoin-etf\/\">spot Bitcoin ETFs<\/a> combined. As such, it\u2019s rather difficult to compare the respective net outflows. Nevertheless, the ongoing narrative is that investors have turned on BTC, which is supported by the recent <a href=\"https:\/\/cryptopotato.com\/bitcoin-etfs-set-another-anti-record-as-1-8b-leave-the-funds-weekly\/\">negative streak<\/a> that began in May.<\/p>\n<p>In the span of approximately two months, investors pulled out just over $8 billion from all BTC ETFs, pushing the cumulative total net inflows down to $51.22 billion from $59.34 billion. June was the worst month, with over $4.5 billion leaving the funds, which was more than GLD\u2019s exodus.<\/p>\n<p>Perhaps it\u2019s no surprise that the underlying asset\u2019s price performance has been quite painful within this timeframe. BTC was rejected at $83,000 when the withdrawal wave began in mid-May, and plunged to a multi-year low of $57,700 on July 1. Although it has recovered some ground since then, the ETFs\u2019 behavior remains highly uncertain to support a more profound rally.<\/p>\n<figure id=\"attachment_1442987\" aria-describedby=\"caption-attachment-1442987\" style=\"width: 1780px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-1442987 size-full\" src=\"https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147.png\" alt=\"Spot Bitcoin ETFs Net Flows. Source: SoSoValue\" width=\"1780\" height=\"521\" srcset=\"https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147.png 1780w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-300x88.png 300w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-1024x300.png 1024w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-768x225.png 768w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-1536x450.png 1536w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-90x26.png 90w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-150x44.png 150w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-1600x468.png 1600w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-1400x410.png 1400w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-1200x351.png 1200w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-1000x293.png 1000w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-900x263.png 900w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-800x234.png 800w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-700x205.png 700w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-600x176.png 600w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-500x146.png 500w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-400x117.png 400w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-200x59.png 200w, https:\/\/cryptopotato.com\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-17-132147-100x29.png 100w\" sizes=\"(max-width: 1780px) 100vw, 1780px\"><\/a><figcaption id=\"caption-attachment-1442987\" class=\"wp-caption-text\">Spot Bitcoin ETFs Net Flows. Source: SoSoValue<\/figcaption><\/figure>\n<p>\u00a0<\/p>\n<p>The post <a href=\"https:\/\/cryptopotato.com\/the-etf-battle-between-gold-and-bitcoin-is-btc-really-losing\/\">The ETF Battle Between Gold and Bitcoin: Is BTC Really Losing?<\/a> appeared first on <a href=\"https:\/\/cryptopotato.com\/\" rel=\"nofollow\">CryptoPotato<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>2026 has been quite interesting and unexpected in terms of investments. Gold and silver started the year strong with massive gains and new all-time highs, while BTC has been mostly trading downward. While bitcoin\u2019s correction intensified after the January rejection at $95,000, the two largest precious metals tumbled as well. Perhaps a large portion of [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":0,"footnotes":""},"categories":[2],"tags":[3,4,5],"class_list":["post-122612","post","type-post","status-publish","format-standard","hentry","category-news","tag-crypto","tag-doge","tag-news"],"_links":{"self":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/122612","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=122612"}],"version-history":[{"count":0,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/122612\/revisions"}],"wp:attachment":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=122612"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=122612"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=122612"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}