The Selling Streak Is Finally Over? Bitcoin ETFs See Their Biggest Inflow in Two Months

After weeks of persistent outflows, U.S. spot Bitcoin ETFs are finally showing signs of recovery. Following ten consecutive trading days of net withdrawals, the funds attracted more than $221 million in fresh capital in a single session. It marks the largest daily inflow in roughly two months and the first meaningful sign that institutional investors may be returning after an extended period of selling.
However, analysts caution that one strong day alone is not enough to confirm a lasting trend reversal.
Fidelity Leads While BlackRock Sees Unexpected OutflowsThe largest share of new capital flowed into Fidelity's FBTC, which recorded nearly $166 million in net inflows. ARKB, managed by ARK Invest and 21Shares, also posted a strong performance, attracting approximately $92 million, while VanEck's HODL ETF added several million dollars more.
The biggest surprise came from BlackRock's IBIT, the world's largest spot Bitcoin ETF, which was the only major fund to post net outflows. Investors withdrew roughly $40 million, making it the weakest performer of the day despite its dominant position in the market.
Relief After Ten Days, but the Year Remains ChallengingThe latest inflow ended a painful streak of ten consecutive trading sessions during which investors pulled approximately $2.7 billion from U.S. spot Bitcoin ETFs.
Even with Thursday's rebound, the broader picture remains difficult. Since the beginning of the year, cumulative net flows are still negative, with more than $5 billion having left the sector. This suggests that institutional sentiment has yet to fully recover.
Bitcoin Rebounds as Market Sentiment ImprovesThe renewed ETF demand coincided with Bitcoin rebounding from its recent lows below $58,000, climbing back above the $61,000 level.
Market sentiment also improved following weaker-than-expected U.S. labor market data, which reduced expectations that the Federal Reserve will tighten monetary policy further. Softer economic data often supports risk assets, including cryptocurrencies, by increasing the likelihood of a more accommodative interest-rate environment.
Consistent Inflows Will Be the Real TestHistory has shown that sustained Bitcoin bull markets are typically accompanied by consistent inflows into spot Bitcoin ETFs. Since their launch, these funds have become one of the primary drivers of institutional demand for the world's largest cryptocurrency.
For that reason, analysts stress that a single day of strong inflows should not be viewed as a definitive turning point. If fresh capital continues flowing into Bitcoin ETFs over the coming weeks, it could signal that institutional investors are rebuilding their positions and provide a stronger foundation for Bitcoin's next rally.
On the other hand, if the latest inflow proves to be only a short-lived bounce, the market could quickly come under renewed pressure. Investors will therefore closely monitor upcoming ETF flow data, macroeconomic reports, and future signals from the Federal Reserve.
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