Bitcoin ETFs See $1.1B Inflows
U.S. spot Bitcoin ETFs just recorded $1.1 billion in inflows over three days — their strongest week since mid-January. This surge comes even as Bitcoin slipped back below $65,500 amid macro headwinds including credit stress and Iran tensions. ETFs also logged over $1 billion in net inflows during a 50% drawdown from all-time highs, suggesting institutional "buy the dip" behavior.
This recent wave of investment marks a significant reversal, snapping a five-week streak of net outflows that saw $3.8 billion exit the funds. The renewed confidence broke the longest period of consecutive weekly outflows since January 2023. The lion's share of the new capital has been consistently captured by a few key players. BlackRock’s iShares Bitcoin Trust (IBIT) and Fidelity’s FBTC have remained the dominant institutional choices, leading the pack in daily inflows. This institutional demand has persisted even through significant price volatility. Despite Bitcoin falling roughly 50% from its October 2025 peak of over $126,000, total ETF outflows have only been a fraction of the more than $55 billion in total inflows since their January 2024 launch. The dynamic among large investors appears to be shifting from short-term tactical trades to long-term strategic holdings. While some hedge funds were significant sellers in late 2025, financial advisors have continued to increase their clients' allocations. Geopolitical tensions are a primary driver of recent market jitters. Traders are pricing in a high probability of escalating conflict between the U.S. and Iran, which could disrupt global markets, increase oil prices, and fuel inflation. Economic data has also created headwinds. A recent hotter-than-expected Producer Price Index (PPI) report has diminished hopes for Federal Reserve rate cuts, leading to sell-offs in traditional equity markets and highlighting Bitcoin's increasing correlation with assets like the
