ETF Bitcoin spot in the US have attracted $1.71 billion in just three days, with a record daily intake of $843.6 million, reaching levels not seen since early October.
Bitcoin ETFs see a resurgence
The ETF Bitcoin Spot products are making a strong comeback. In just three sessions, these traded products in the United States have attracted $1.7 billion in net capital, confirming a clear increase in institutional appetite for Bitcoin after a cautious end to the year marked by defensive maneuvers.
A daily influx at its highest since October
On Wednesday, ETF Bitcoin spot recorded $843.6 million in net inflows, their highest daily collection since October 7. This figure already surpasses the previous day’s record of $754 million and extends a positive streak now spanning three consecutive days.
Of the twelve currently listed ETFs, eight have shown inflows. BlackRock’s flagship product concentrates the bulk of the demand, with $648 million in single-day inflows. Fidelity follows from a distance but remains strong with $125.4 million. Funds managed by Ark & 21Shares, Grayscale, Bitwise, VanEck, Valkyrie, and Franklin Templeton have also received positive flows, a sign of a broad and not isolated movement.
Altogether, these three days have allowed Bitcoin ETFs to capture $1.71 billion, a pace that sharply contrasts with the sluggishness observed in December.
Institutional investors return on the offensive
For many analysts, this movement signifies a regime change. After weeks of risk reduction at the end of the year, institutional investors appear to be reallocating capital quickly towards digital assets. The momentum is all the more remarkable as it comes amidst a still uncertain macro environment, where monetary policy expectations and tensions around the Federal Reserve fuel the search for alternative assets.
This return of flows is often interpreted as a signal of medium-term conviction. Unlike short-term speculative purchases, ETFs are predominantly used by institutional actors, asset managers, and long-term allocators. Their sustained appetite suggests a renewed confidence in Bitcoin’s role as a portfolio asset.
ETH, SOL, and XRP ETFs follow suit
The trend is not limited to Bitcoin. ETH ETFs recorded $175 million in net inflows on Wednesday, also marking a third consecutive session in the green. Products indexed on SOL and XRP attracted $23.5 million and $10.6 million, respectively.
This synchronization of flows indicates a more global revival of crypto exposure through regulated vehicles. It also reflects an improvement in sentiment around the sector, driven by better regulatory clarity and liquidity conditions deemed more favorable than at the end of the year.
Structural support for prices
In the spot market, Bitcoin has risen by nearly 2% over 24 hours and is trading around $97,000, while ETH remains above $3,300. While these movements remain moderate compared to the historical volatility of the market, ETF flows constitute a potentially sustainable demand base.
For many observers, this recovery of net inflows could act as a true structural price driver, provided that the momentum continues. After several weeks of consolidation, the crypto market seems to be regaining clear institutional support, capable of reshaping the balances of the early year.
