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The surge in US Bitcoin ETFs continues to reshape the digital asset landscape, as spot Bitcoin exchange-traded funds (ETFs) in the United States recorded their second-largest day of inflows in history on Monday. According to data from CoinGlass, the 11 US-based spot Bitcoin ETFs saw a combined inflow of $1.18 billion, coinciding with Bitcoin’s new all-time high above $126,000.
The figure trails only November 7, 2024, when the funds collectively brought in $1.37 billion following Donald Trump’s election victory, which boosted investor optimism for pro-crypto policies.
In just the first four trading days of October, US Bitcoin ETFs have already attracted $3.47 billion in new inflows which is a pace that analysts say reflects sustained institutional accumulation rather than short-term speculation. Since their official launch in January 2024, spot Bitcoin ETFs have collectively raked in around $60 billion, according to Bloomberg ETF analyst James Seyffart.
We’re witnessing a structural shift in Bitcoin ownership. Institutional investors are setting the tone for this cycle, James Seyffart, Bloomberg Intelligence, in a post on X.
The development underscores how US Bitcoin ETFs are becoming a cornerstone of digital asset exposure for wealth managers, hedge funds, and retirement portfolios which is a trend that could further legitimize Bitcoin’s role as a macroeconomic asset.
The BlackRock iShares Bitcoin Trust (IBIT) continues to lead the US Bitcoin ETFs race by a wide margin. On Monday alone, IBIT recorded $967 million in inflows representing more than 80% of the day’s total across all spot Bitcoin ETFs.
According to BlackRock’s official website, the fund has now accumulated $98.5 billion in assets under management (AUM), holding approximately 783,767 BTC. Since the beginning of October, IBIT has brought in more than $2.6 billion, solidifying its dominance in the market.
Trailing behind, Fidelity’s Wise Origin Bitcoin Fund (FBTC) recorded an additional $112 million, while the Bitwise Bitcoin ETF (BITB) gained $60 million, and the Grayscale Bitcoin Mini Trust (BTC) added $30 million in inflows. Other issuers, including Invesco, WisdomTree, and Franklin Templeton, reported minor contributions.
BlackRock’s success has set a new benchmark for ETF adoption, Nate Geraci, President, ETF Store, in a Bloomberg interview. They’ve managed to bring institutional trust into the Bitcoin market faster than anyone anticipated.
The rapid growth of US Bitcoin ETFs, particularly IBIT, highlights the acceleration of traditional finance’s integration with digital assets.
Industry observers say BlackRock’s IBIT is now on the verge of becoming the fastest ETF ever to reach $100 billion in assets under management.
As noted by Nate Geraci, President of The ETF Store, the milestone places IBIT among an elite group of just 18 ETFs worldwide out of more than 4,500 currently trading that have surpassed the $100 billion mark.
The world’s largest ETF, the Vanguard S&P 500 ETF, took over 2,000 days to reach $100 billion, said Geraci. IBIT is set to hit that number in under 450 days, a staggering feat. Nate Geraci, via X.
The scale of IBIT’s growth underscores the unmatched investor appetite for US Bitcoin ETFs, as institutional demand drives prices higher and compresses volatility. The trend has also contributed to Bitcoin’s sustained momentum, with analysts expecting more liquidity inflows ahead of the 2028 halving event.
According to CoinShares, institutional inflows into Bitcoin investment products have already surpassed $70 billion globally in 2025, with the U.S. accounting for nearly 85% of that activity through spot ETF channels.
Despite record-breaking numbers, retail investors appear to be taking a wait-and-see approach. Analysts say many individual traders are still hesitant due to the volatility of Bitcoin and uncertainties around future regulation.
The majority of retail investors have yet to return in full force, said Eric Balchunas, Senior ETF Analyst at Bloomberg, in a report. This bull run has been fueled overwhelmingly by institutional allocations, not the retail euphoria of 2021.
Balchunas noted that the current cycle could redefine Bitcoin’s market structure, with US Bitcoin ETFs serving as a “liquidity bridge” between traditional and digital finance.
However, some analysts caution that while the momentum is strong, it remains to be seen how sustainable it is once broader macroeconomic conditions shift.
“ETF inflows are historically cyclical,” warned Katie Stockton, Founder of Fairlead Strategies, adding that “long-term support for these levels will depend on continued institutional conviction.”
The surge in US Bitcoin ETFs marks a turning point for digital asset adoption in mainstream finance. With BlackRock’s IBIT nearing a $100 billion milestone and total ETF inflows crossing $60 billion since launch, the trend points toward a maturing market increasingly shaped by large-scale investors.
Bitcoin’s latest rally past $126,000 only reinforces the growing perception of the asset as “digital gold,” while the structure of ETF-driven demand continues to deepen its market resilience.
If the pace of inflows continues, October could go down as one of the strongest months in the history of US Bitcoin ETFs, setting the tone for what analysts are calling the “institutional era” of Bitcoin.
