Bitcoin ETFs post largest single-day inflows in three months, worth $750 million

U.S. spot bitcoin exchange-traded funds reported their largest daily net inflows since Oct. 7, 2025, signaling the return of institutional demand following year-end portfolio rebalancing.

According to data from SoSoValue, the spot bitcoin ETFs reported $753.7 million in net inflows on Tuesday, marking a three-month high. Fidelity's FBTC led with $351 million, followed by $159 million into Bitwise's BITB, while BlackRock's IBIT added $126 million.

"The Bitcoin ETF inflows represent a resurgence of institutional demand, signaling that investors are aggressively reallocating capital after a period of year-end caution and de-risking late last year," said Nick Rick, director of LVRG Research. 

Inflows into bitcoin ETFs were matched by Ethereum ETFs, which posted $130 million in positive flows on Tuesday across five funds.

Vincent Liu, CIO of Kronos Research, said that inflows reflect improving macro clarity, marked by the latest U.S. consumer price index data and the progress of the crypto market structure legislation in Washington.

Tuesday's U.S. CPI data revealed that prices remain elevated but have cooled from their peak. This bolsters the case for potential interest rate cuts, likely increasing investor appetite for risk assets.

Meanwhile, the U.S. Senate Banking Committee is preparing for Thursday's markup of the market structure bill, which is expected to amend and vote on legislation that will bring further clarity to digital assets.

Heightened confidence among investors is also reflected in the retail crypto market. Bitcoin rose 3% in the past 24 hours to trade at $94,610, while ether gained 6.21% to change hands at $3,324.

"[The rally] is driven by sustained ETF inflows absorbing supply well beyond miner issuance, creating a structural tailwind," Liu said. "Improving regulatory clarity and the unwind of over-leveraged short positions further accelerated price action, with the rally notably led by spot demand rather than leverage."

LVRG's Ruck noted that the current market momentum signals a "healthy reset" from the decline during the last quarter.