CoinShares Biweekly Report: US Spot Bitcoin ETF Records Single-Week Net Outflows of $679 Million, Largest in Nearly Four Months

CoinShares’ biweekly report (October 13, 2026) showed Bitcoin weakened over the past two weeks. After dipping from $87,000 on October 5 to $80,300, it is currently trading at $83,500, approximately 33% below last October’s peak. U.S. spot Bitcoin ETFs recorded $679 million in net outflows last week, including a single-day high of $485 million; Ethereum ETFs saw outflows for nine consecutive days, totaling around $700 million. Strategy significantly reduced its bitcoin purchases this month, with the latest acquisition being just 250 BTC, the smallest single buy this year. The company’s total holdings stand at 848,250 BTC, while its cash balance has dropped to $640 million.

On the macro front, September non-farm payrolls added only 29,000 jobs, far below the expected 84,000, as the unemployment rate rose to 4.2%. The yield on the 10-year U.S. Treasury note climbed to 5.37%, and the 30-year yield hit 5.73%, both marking new highs since 2002. Brent crude rebounded to $106 per barrel amid heightened tensions in the Strait of Hormuz. Markets are pricing in roughly a 20% chance of an interest rate hike at the October 28 FOMC meeting, while December rate hike expectations remain around 70%.

In tokenized equities, ICE and OKX are partnering to launch a 24/7 trading platform covering 63 NYSE-listed stocks, while Securitize has listed tokenized shares of Apple, NVIDIA, and Strategy, pushing the total market capitalization of on-chain equities to approximately $3.2 billion. Samsung announced it will set USDC as the default USD stablecoin on 82 million Galaxy devices by late October, with infrastructure provided by Coinbase. The feature supports remittances to bank accounts in over 60 countries, providing a significant boost to the retail adoption of stablecoins.

On the regulatory front, the SEC has proposed new custody rules, and the CFTC is soliciting comments on retail crypto leveraged trading, but the CLARITY Act remains stalled, with a very low probability of passing this year.