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Bernstein says bitcoin’s ‘boring cycle’ doesn’t undermine store-of-value thesis despite $2.6B ETF outflows in 2026

Hex37's read

  • Bernstein sees Bitcoin in a "boring cycle".
  • Bitcoin ETFs saw $2.6B outflows in 2026.
  • This does not weaken Bitcoin's store-of-value thesis.

What it means for traders

  • Despite short-term outflows, the long-term store-of-value narrative for BTC remains intact.
  • Traders may consider long-term positions, looking past temporary ETF outflows.

Affected markets

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