Key Takeaways
- U.S. Bitcoin ETFs rebounded with $524M in inflows, led by BlackRock and Fidelity.
- BTC’s pullback has not deterred ETF demand; cumulative trading volume nears $1.5T.
- Ethereum ETFs faced continued outflows, while Solana ETFs showed steady growth.
- Analysts see short-term inflows as episodic, expecting broader trends to determine BTC’s next major price level.
Bitcoin ETFs Bounce Back with $524 Million Inflows
U.S. spot Bitcoin ETFs recorded their strongest day in over a month on Tuesday, attracting $524 million in net inflows despite Bitcoin (BTC) falling roughly 3% to around $103,000. BlackRock’s IBIT led the charge with $224.2 million, followed by Fidelity’s FBTC at $165.9 million, Ark Invest’s ARKB at $102.5 million, Grayscale BTC at $24.1 million, and Bitwise’s BITB with $7.3 million, according to The Block.
Also Read: Smart Traders Go Long as Bitcoin ETFs Hit Record Inflows
Since their January 2024 debut, Bitcoin ETFs have accumulated $60.8 billion in net inflows, with cumulative trading volume approaching a $1.5 trillion milestone.
Recovery Follows Temporary Outflows
The renewed inflows come after a period of reduced demand. K33 Head of Research Vetle Lunde noted that the previous 30-day flows hit -29,008 BTC, marking the weakest period since March 2025 and reflecting a temporary derisking trend among ETF holders.
“While recent net flows are negative, ETP flows move in waves. Outflows tend to be short-lived compared to periods of inflows,” Lunde said. Analysts expect the 30-day flow to trend higher, suggesting that the recent dip may represent a temporary bottom for H2 2025.
Also Read: Bitcoin Price Poised for Bullish Rally as Long-Term Holders Accumulate and Exchange Outflows Rise
Timothy Misir, BRN Head of Research, cautioned that renewed inflows signal “episodic demand” rather than sustained buying. He added that Bitcoin would need broader, consistent spot flows to surpass the $108,000–$110,000 resistance zone.
Mixed Signals from Altcoin ETFs
Ethereum ETFs experienced a setback, with $107.1 million in net outflows on Tuesday. Grayscale’s ETH fund accounted for $75.7 million of this, adding to nearly $615 million in outflows for the month.
In contrast, Solana ETFs continued their upward trend, posting $8 million in net inflows. Grayscale’s GSOL led the way with $5.9 million, surpassing Bitwise’s BSOL at $2.1 million. Since their late October launch, Solana ETFs have amassed roughly $350.5 million in cumulative inflows.
Newly launched HBAR and Litecoin ETFs saw no activity on Tuesday, with modest cumulative inflows of $71.1 million and $4.5 million, respectively, since their debut.
