Bitcoin exchange-traded funds (ETFs) continue to demonstrate robust investor interest, attracting $83 million in daily inflows while collectively holding $94 billion in assets under management. This sustained capital inflow highlights growing institutional confidence in cryptocurrency markets, bolstering overall liquidity and price stability for Bitcoin.
Leading the recent inflows, Fidelity’s Wise Origin Bitcoin Fund (FBTC) recorded $127.3 million, followed by Ark Invest’s ARKB with $88.5 million and BlackRock’s iShares Bitcoin Trust (IBIT) with $42.3 million. Analysts attribute this resurgence to Bitcoin’s price stabilization and renewed institutional interest, particularly during quarter-end portfolio rebalancing. Grayscale’s Bitcoin Trust, which previously faced significant outflows, also saw minor inflows, signaling a potential shift in investor sentiment.
Since their launch, U.S. spot Bitcoin ETFs have accumulated $35.9 billion in net inflows, with BlackRock and Fidelity’s products maintaining historic streaks of 59 consecutive days of inflows. Bloomberg ETF analyst Eric Balchunas noted the unprecedented growth, pointing out that Bitcoin ETFs now represent 5% of Bitcoin’s total market capitalization—far outpacing gold ETFs, which account for just 1% of gold’s market cap after over two decades.
The surge in ETF activity coincides with broader liquidity trends. Global M2 money supply recently hit a record $108.2 trillion, up 3.5% from early 2025 lows. Historically, liquidity expansions correlate with Bitcoin price rallies, though analysts note a typical 10-week lag before effects materialize. Current market dynamics suggest Bitcoin could benefit as accelerated liquidity growth permeates risk assets.
Despite short-term price volatility, Bitcoin ETFs have reshaped institutional participation, offering a regulated gateway for traditional investors. This trend is further amplified by options trading on platforms like Nasdaq, where Bitcoin ETF options notched $1.9 billion in notional exposure on their debut—far exceeding introductory volumes for futures-based products.
Sources:
https://www.moomoo.com/community/feed/bitcoin-breaks-94-000-following-launch-of-etf-options-what-113515872124933
https://cointelegraph.com/news/bitcoin-etf-inflows-hit-562-million
https://www.cboe.com/insights/posts/how-spot-bitcoin-et-fs-are-performing-across-exchanges/
https://www.theblock.co/post/346916/the-daily-bitcoin-etfs-post-largest-inflows-in-six-weeks-solana-retracts-ad-amid-crypto-community-backlash-and-more
https://crypto.news/liquidity-flood-hits-markets-but-bitcoin-stays-flat/
