TLDR
- U.S. spot Bitcoin ETFs saw their largest daily inflows in three months, totaling $753.7 million.
- Fidelity’s FBTC led the inflows with $351 million, followed by Bitwise’s BITB and BlackRock’s IBIT.
- The surge in ETF inflows signals renewed institutional demand after a subdued end to 2025.
- U.S. spot ether ETFs also saw a resurgence with $130 million in net inflows across five products.
- Bitcoin gained 3%, trading near $94,600, while ether climbed over 6% to around $3,320.
U.S. spot Bitcoin ETFs experienced their largest daily inflows in three months on Tuesday. Institutional demand returned as investors rotated back into risk assets following year-end portfolio rebalancing. The latest data reveals a $753.7 million net inflow into these products, marking the strongest single-day total since October 7.
Bitcoin ETFs See Major Inflows
Spot Bitcoin ETFs saw an impressive $753.7 million in net inflows, according to data from SoSoValue. This surge represents the largest influx since October 7. Fidelity’s FBTC led the charge with $351 million, followed by $159 million into Bitwise’s BITB and $126 million into BlackRock’s IBIT.
This surge suggests institutional investors are returning to the market after a quieter end to 2025. At that time, tax-related selling and risk-off positioning had suppressed crypto-linked product allocations. The renewed interest comes as improving macroeconomic signals support a positive outlook for risk assets like bitcoin.
Ether ETFs Also Experience Growth
Ether-linked funds also saw a resurgence in demand alongside spot Bitcoin ETFs. U.S. spot ether ETFs registered a combined $130 million in net inflows across five products. This uptick reflects a broader recovery in crypto markets, with both bitcoin and ether seeing price gains.
Ether‘s performance was strong, climbing more than 6% to around $3,320. This increase was in line with Bitcoin’s rise, which gained approximately 3% to trade near $94,600. The renewed interest in both assets signals that demand is expanding beyond just bitcoin.
Market Sentiment Supported by Macro Trends
Improving macroeconomic conditions helped reinforce the bullish sentiment in the market. The latest U.S. consumer price index data showed inflation continuing to cool, strengthening expectations that the Federal Reserve could lower interest rates later in the year. Historically, this type of environment has been favorable for risk assets, including cryptocurrencies.
Bitcoin’s recent performance, coupled with the inflows into ETFs, suggests strong institutional backing. The combined $750 million ETF inflow represents a significant moment for the crypto market as it transitions into 2026. As the market regains momentum, both bitcoin and ether appear positioned to benefit from the shift in investor sentiment.
