Spot Bitcoin ETF inflows skyrocketed to 934.74 million in a single day, the highest since April 22, as Bitcoin (BTC) surged to a new all-time high of 111,968. The rally reignited institutional interest, with BlackRock’s IBIT leading the charge, absorbing $877.18 million alone.
The seven consecutive days of positive spot Bitcoin ETF inflows suggest a shift in sentiment after weeks of subdued activity. Fidelity’s FBTC followed with $48.66 million, while other major funds like Ark Invest’s ARKB and Bitwise’s BITB also saw renewed demand.
Why institutions are betting big again
The resurgence in spot Bitcoin ETF inflows coincides with two key developments:
Macroeconomic optimism – Cooling inflation and potential Fed rate cuts have boosted risk appetite.
Regulatory clarity – Recent SEC guidance on crypto custody has eased institutional concerns.
“Bitcoin is increasingly seen as a hedge against monetary policy shifts,” noted Lyn Alden, investment strategist. “The spot Bitcoin ETF inflows reflect that.”
Data from SosoValue shows total net inflows for these funds now exceed $70 billion since their January launch, underscoring their role in mainstreaming crypto investments.
Bitcoin price dips, but futures remain bullish
After peaking at 111,968, BTC pulled back slightly to 110,752 (-1%) as traders locked in profits. However, derivatives markets tell a different story:
Funding rates stayed positive at 0.0105%, signaling strong demand for leveraged longs.
Open interest in futures rose 8%, per Coinglass, suggesting conviction in further upside.
“Investors are clearly regaining confidence in Bitcoin’s long-term potential,” said James Seyffart, Bloomberg ETF analyst. “This isn’t just a short-term play; institutions are positioning for sustained growth.”
“Short-term profit-taking is normal,” said Michaël van de Poppe, CEO of MN Trading. “The spot Bitcoin ETF inflows and futures activity indicate this rally has legs.”
Bitcoin Spot ETF Net Inflow. Credit: SosoValue
Options traders hedge bets despite ETF optimism
While spot Bitcoin ETF inflows paint a bullish picture, data says options markets show caution:
Put options outpaced calls on Deribit, with a put/call ratio of 1.2.
Traders are buying downside protection near $100,000, likely as a hedge.
“This isn’t fear—it’s risk management,” said Greeks.live analyst Adam. “Institutions using spot Bitcoin ETFs are also diversifying with options.”
What’s next for Bitcoin and ETFs?
Analysts highlight three factors to watch:
ETF flow sustainability – Will spot Bitcoin ETF inflows maintain momentum if BTC consolidates?
Macro triggers – Upcoming U.S. jobs data could sway Fed policy expectations.
Technical levels – A hold above 110,000 may fuel a push toward 120,000.
As VanEck’s Matthew Sigel put it: “The spot Bitcoin ETF inflows prove crypto is now part of the traditional portfolio. The question is how much higher this goes.”
Key points
Spot Bitcoin ETF inflows hit $934 million, the highest in a month.
BlackRock’s IBIT dominated with 877 million; Fidelity’sFBTCadded877million;Fidelity’sFBTCadded48 million.
BTC price dipped 1%, but derivatives suggest bullish bias remains.
With spot Bitcoin ETF inflows reflecting renewed confidence, the crypto market appears poised for its next phase, whether that means new highs or a healthy pullback.
Olivia Jackson is a US-based cryptocurrency writer and market analyst with a passion for decoding the complexities of blockchain technology and digital assets. With over five years of experience covering the crypto space, she specializes in breaking down market trends, regulatory developments, and emerging Web3 innovations for both retail and institutional audiences.
Her work has appeared in leading finance and tech publications, including CoinDesk, Decrypt, and The Block, where she provides data-driven insights on Bitcoin, DeFi, and the evolving regulatory landscape. Olivia is particularly interested in the intersection of traditional finance and decentralized systems, often exploring how macroeconomic shifts impact crypto markets.
