Bitcoin Crashes to $75,000: How ASX Investors Can Play the Dip Through These 4 ETFs

Bitcoin drops to US$75,000 as ASX-listed ETFs offer regulated exposure

Bitcoin has fallen below US$80,000 for the first time since April 2025, briefly touching US$75,000 over the weekend. The world’s largest cryptocurrency is now down roughly 40 per cent from its October 2025 peak near US$126,000, marking its fourth straight monthly decline, the longest losing streak since 2018. For Australian investors watching from the sidelines, the question is whether this sell-off represents danger or opportunity and how to act on it through the ASX.

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Why the Selloff Could Present an Opportunity

The recent crash has been driven by a combination of thin weekend liquidity, profit-taking after a strong 2025 run, and broader risk-off sentiment tied to geopolitical tensions. US spot Bitcoin ETFs recorded US$1.6 billion in net outflows during January, the third-largest monthly outflow on record, suggesting institutional investors have been aggressively reducing exposure.

However, not everyone is heading for the exits. On-chain data shows a notable spike in new Bitcoin wallet addresses during the selloff, with fresh address growth suggesting some investors view current prices as an attractive entry point rather than a warning sign.

The key question is whether this is a temporary correction within a longer bull market or the beginning of a deeper downturn. While no one can answer that definitively, Bitcoin’s long-term fundamentals remain unchanged: a fixed supply of 21 million coins and growing institutional infrastructure supporting adoption.

Four Ways to Access Bitcoin on the ASX

For Australian investors who want regulated exposure to Bitcoin without the complexity of crypto exchanges, the ASX and Cboe Australia now offer several ETF options.

VanEck Bitcoin ETF (ASX: VBTC) is the largest Bitcoin ETF in Australia, with nearly A$290 million in assets under management. It charges a management fee of 0.45 per cent per annum, making it one of the most cost-effective options on the ASX. VBTC operates as a feeder fund, investing in VanEck’s US-listed Bitcoin Trust.

Global X 21Shares Bitcoin ETF (Cboe: EBTC) was Australia’s first Bitcoin ETF, launching back in 2022. It currently holds approximately A$174 million in assets and is 100 per cent physically backed by Bitcoin held in cold storage by Coinbase, the world’s largest crypto custodian. This structure appeals to investors who prefer direct Bitcoin backing.

DigitalX Bitcoin ETF (ASX: BTXX) launched in July 2024 and charges 0.49 per cent per annum. It tracks the CME CF Bitcoin Reference Rate and is locally domiciled, which may suit investors preferring Australian-based products.

BetaShares Crypto Innovators ETF (ASX: CRYP) offers a different approach and comes with a higher fee of 0.67 per cent per annum. Rather than holding Bitcoin directly, CRYP invests in global companies building crypto infrastructure. This provides indirect exposure; however, investors should note it can often exhibit higher volatility than spot Bitcoin due to its leverage to equity market performance.

The Investor’s Takeaway

Bitcoin ETFs offer a convenient entry point for investors curious about crypto but wary of managing digital wallets. However, these products carry significant risks. Bitcoin remains extremely volatile, and all four ETFs explicitly warn of the potential for total capital loss.

For investors with appropriate risk tolerance, the current pullback could represent an accumulation opportunity, but only as part of a diversified portfolio. Conservative investors may prefer to wait for clearer signs of stabilisation before committing capital.

The most important consideration is position sizing. Even bullish analysts suggest limiting Bitcoin exposure to a small percentage of total investments, given its volatility profile.