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US-listed spot Bitcoin exchange-traded funds recorded a notable turnaround this week, posting a $355 million Bitcoin ETF inflow that ended a seven-day stretch of persistent outflows.
The shift, recorded on Tuesday, came after investors pulled more than $1.12 billion from the products over the prior week and coincided with early signs of improving global liquidity, according to market analysts.
Data from SoSoValue shows that the Bitcoin ETF inflow was led by BlackRock’s iShares Bitcoin Trust (IBIT), which attracted $143.75 million in fresh capital. Ark 21Shares Bitcoin ETF (ARKB) followed with $109.56 million, while Fidelity’s Wise Origin Bitcoin Fund (FBTC) added $78.59 million.
Smaller contributions came from Bitwise’s BITB at $13.87 million, Grayscale’s GBTC at $4.28 million and VanEck’s HODL at $4.98 million.
The rebound marked a clear break from recent selling pressure that weighed on spot Bitcoin ETFs through much of December, a period characterized by falling prices and thin year-end liquidity.
The return of a Bitcoin ETF inflow came after a challenging stretch for the products. Over the previous seven trading days, spot Bitcoin ETFs recorded cumulative net outflows of roughly $1.12 billion. The sharpest daily withdrawal occurred last Friday, when investors pulled about $275.9 million from the funds.
December as a whole was dominated by selling. Spot Bitcoin ETFs shed a combined $744 million during the month as risk appetite weakened and market participants reduced exposure ahead of year-end. Against that backdrop, this week’s Bitcoin ETF inflow stands out as an early signal that sentiment may be stabilizing.
While the inflow does not erase the broader downtrend seen in recent weeks, it suggests that some investors are beginning to re-enter the market as macro conditions show tentative improvement.
Analysts have linked the renewed Bitcoin ETF inflow to improving global liquidity indicators, particularly in US dollar funding conditions. In a Wednesday post on X, former BitMEX CEO Arthur Hayes pointed to a potential inflection point in liquidity trends.
“$ liq likely bottomed in Nov and is inching higher,” — Arthur Hayes, Co-founder, BitMEX.
Hayes added that the setup could favor a renewed push across crypto markets, including Bitcoin-linked investment products. His comments were echoed by other market observers tracking money supply growth and central bank activity.
Crypto analyst Mister Crypto said global liquidity indicators were “going vertical,” pointing to rising money supply measures across major economies. He also highlighted upcoming US Treasury bill purchases as a near-term catalyst.
According to Mister Crypto, the US Federal Reserve is set to inject $8.165 billion into markets through Treasury bill purchases, a move that could further support risk assets. These dynamics, analysts say, help explain why the Bitcoin ETF inflow returned after a prolonged period of withdrawals.
The improvement was not limited to Bitcoin products. Spot Ether ETFs also ended a period of sustained selling, recording $67.8 million in net inflows on Tuesday.
That marked the end of a four-day outflow streak during which Ether ETFs lost more than $196 million, including a single-day drawdown of about $95.5 million on Dec. 23.
At the same time, spot XRP ETFs extended their inflow streak to 30 consecutive days, adding another $15 million. The divergence highlights how capital is selectively rotating across digital asset products rather than exiting the sector entirely.
Still, market participants caution that a single day of Bitcoin ETF inflow does not yet confirm a durable trend reversal. Liquidity conditions, macroeconomic signals and price action will remain critical in determining whether inflows can be sustained into the new year.
For now, the $355 million rebound offers a tentative sign of stabilization after weeks of pressure. If global liquidity continues to improve as analysts expect, Bitcoin ETF inflow figures could become a key barometer for broader investor confidence in the crypto market as 2026 approaches.
