- Trending
- Comments
- Latest
U.S. spot Bitcoin exchange-traded funds recorded their largest single-day Bitcoin ETF inflow in three months on Tuesday, drawing more than $750 million as institutional investors returned after year-end rebalancing.
The surge, reported on January 14, 2026, reflects growing confidence driven by easing inflation data, improving regulatory signals in Washington, and a rebound in crypto prices across U.S. markets.
Data from SoSoValue shows that spot Bitcoin ETFs posted a combined Bitcoin ETF inflow of $753.7 million on Tuesday, the highest daily total since October 7, 2025.
Fidelity’s FBTC led the pack with $351 million in net inflows, followed by $159 million into Bitwise’s BITB and $126 million added to BlackRock’s IBIT. Other funds posted modest gains, reinforcing the broad-based nature of the demand.
Analysts say the renewed Bitcoin ETF inflow marks a shift from the cautious positioning seen at the end of last year, when many large investors reduced exposure amid macro uncertainty. The latest figures suggest that institutions are now reallocating capital back into crypto-linked products as market conditions stabilize.
“The ETF inflows represent a resurgence of institutional demand, signaling that investors are aggressively reallocating capital after a period of year-end caution and de-risking late last year,” — Nick Rick, Director of LVRG Research.
Market participants point to improving macroeconomic signals as a key driver behind the latest Bitcoin ETF inflow. U.S. consumer price index (CPI) data released on Tuesday showed that inflation remains elevated but has continued to cool from its peak, strengthening expectations that the Federal Reserve could begin cutting interest rates later this year.
Lower interest rate expectations typically boost demand for risk assets, including cryptocurrencies, by reducing the appeal of cash and fixed-income instruments. Analysts say this environment has helped support sustained inflows into spot Bitcoin ETFs.
Vincent Liu, chief investment officer at Kronos Research, said the inflows reflect a combination of macro and policy developments.
“Improving regulatory clarity and the unwind of over-leveraged short positions further accelerated price action, with the rally notably led by spot demand rather than leverage,” — Vincent Liu, CIO, Kronos Research.
Liu added that the ongoing debate around U.S. crypto market structure legislation has also contributed to investor confidence. The U.S. Senate Banking Committee is preparing for a markup of a market structure bill later this week, a step that could bring clearer rules for digital assets and their related investment products.
The strong Bitcoin ETF inflow has been mirrored by positive movements across the wider crypto market. Ethereum ETFs recorded $130 million in net inflows on the same day across five funds, suggesting that institutional interest is not limited to Bitcoin alone.
Retail market data also reflects growing optimism. Bitcoin rose roughly 3% over the past 24 hours to trade at $94,610, while ether climbed 6.21% to $3,324. Analysts say this price action underscores how ETF demand is absorbing supply more effectively than in previous rallies.
According to Liu, the current rally differs from past cycles dominated by leverage.
“[The rally] is driven by sustained ETF inflows absorbing supply well beyond miner issuance, creating a structural tailwind,” — Vincent Liu, CIO, Kronos Research.
This dynamic, he noted, reduces downside volatility and supports more durable price appreciation, particularly when paired with improving regulatory and macroeconomic conditions.
Market watchers argue that the scale of the recent Bitcoin ETF inflow points to a “healthy reset” following the market pullback in the final quarter of 2025. LVRG analysts say the renewed demand suggests that institutional investors view current price levels as attractive entry points rather than speculative extremes.
Nick Rick of LVRG Research noted that the current momentum contrasts sharply with the risk-off environment seen late last year. He described the shift as evidence that investors are increasingly comfortable with crypto exposure under clearer economic and regulatory conditions.
While analysts caution that volatility remains a defining feature of digital asset markets, the latest Bitcoin ETF inflow highlights a meaningful change in sentiment.
With macro data stabilizing and policymakers moving toward clearer frameworks, market participants expect ETF flows to remain a key indicator of institutional confidence in the months ahead.
