CoinEx News: U.S. spot Bitcoin ETFs — funds that hold BTC for investors — saw $1.8 billion pulled out in the week ending June 26, a seventh straight week of outflows, according to SoSoValue. The Kobeissi Letter notes that since April, gold and Bitcoin ETFs lost a combined $12 billion while semiconductor ETFs took in around $20 billion.

This looks like money rotating from safe-haven bets into the AI and chip story, but the timing alone doesn't prove the same cash moved, and not all of it left crypto — spot XRP and Solana ETFs drew inflows too. For users, the question is whether this is short-term speculation or a deeper exit.