Investors have withdrawn about $1.1 billion from U.S. spot Ethereum ETFs over the past three weeks, driven by falling ETH prices, competition from staking funds, and delays in a key network upgrade. This outflow has impacted Coinbase, the custodian for most U.S. spot crypto ETFs, contributing to a 17% stock decline over the past month. While outflows have slowed recently, a price rebound, more staking ETF options, or progress on the Ethereum upgrade could attract buyers back. The situation remains closely watched as it affects both ETH prices and Coinbase's revenue streams.
The recent $1.1 billion outflow from U.S. spot Ethereum ETFs has coincided with a notable decline in Coinbase's stock, the main custodian for these ETFs. On Pluang, Coinbase Global, Inc. (COIN) is trading at USD 164.45, down 2.74% as of Oct 25, 2026 01:01 WIB, with a market cap of $43.39 billion. Investor sentiment appears cautious, reflected in a high sell order activity of 97% compared to 3% buy activity, indicating ongoing pressure on the stock amid the ETF challenges.
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