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Finally, new inflows for BTC ETF spots (after 5 weeks)
By Davide Grammatica
Bitcoin ETF spots have returned to record net inflows after five weeks of continuous outflows: $274.6 million, the highest figure since February 4th
The return of ETF?
With $274.6 million in inflows, BTC spot ETFs are back to registering daily net inflows after five weeks of continuous outflows. As reported by SoSoValue, this is the highest figure recorded since February 4th, and signals a potential reversal of the recent negative trend.
As already reported several times, the last few weeks for the ETF sector have been a bloodbath. Outflows in the last period had even almost sent the 2025 balance sheet into negative territory, with funds recording five consecutive weeks of net outflows, nearly $5.4 billion out.
Now, however, we may have “hit bottom”. And the numbers from the last trading day give hope for growing investor confidence and renewed institutional interest as BTC consolidates above $80k.
Factors such as the rebalancing of institutional portfolios at the end of the quarter and the decrease in ETF fees also seem to have played a role in this episode.
ETF support for BTC
On the last day, no US ETF recorded a net outflow. Fidelity’s FBTC led the category with $127.3 million in inflows, while Ark and ARKB from 21Shares attracted $88.5 million.
For IBIT by BlackRock, the largest bitcoin spot ETF, we’re talking about $42.3 million in inflows, and the inflows didn’t even spare the Mini Bitcoin Trust by Grayscale and BITB by Bitwise.
Institutions seem to appreciate Bitcoin’s consolidation phase, which in recent weeks had accustomed investors to significant volatility. It cannot be ruled out that this will return in the future, but for the moment institutional rebalancing could support the first cryptocurrency on the upside.
However, we will have to pay attention to what happens on the macro front, on which BTC’s price action seems to depend directly.
