Bitcoin reaches the all-time high of $122,800 while US ETFs mark a record streak of 12 consecutive days of inflows, reaching $2.39 billion in the week when Donald Trump signed the GENIUS Act.
Why are flows on USA Bitcoin ETFs so significant?
On July 18, President Donald Trump signs the first federal law dedicated to cryptocurrencies: the GENIUS Act. For the first time in the United States, an organic regulation provides regulatory clarity to the crypto markets and major financial operators.
The approval of the law coincides with a strong increase in the confidence of institutional investors.
Market operators have interpreted the shift as a sign of maturity in the sector: the presence of a more solid regulatory framework reduces uncertainty and encourages a massive influx of capital.
In the week ending on July 18, the Bitcoin ETFs in the United States attracted $2.39 billion in investments, marking the second consecutive week with inflows over $2 billion.
These numbers represent not only an absolute record but also a true reversal of trend compared to the past, where the focus was on retail investors.
The positive streak of 12 days of consecutive growth, culminating with $363.45 million just on Friday, demonstrates the growing centrality of institutional capital.
Institutional operators – pension funds, insurance companies, large wealth managers – are now diversifying their portfolios by including regulated Bitcoin instruments.
At the center of the scene is the global giant BlackRock: its iShares Bitcoin Trust recorded $496.75 million in inflows just on the last day of the week, reaching nearly $90 billion in assets under management.
The growing confidence of investors towards established brands like BlackRock suggests that the institutional legitimization of Bitcoin is now underway.
Not far from the giant, other ETFs also show inflows: WisdomTree Bitcoin Trust ends the week with $3.11 million in positive flows. However, in the same period, five other ETFs collectively recorded outflows of $136.42 million.
Despite the partial outflows, the general trend of the flows remains decidedly positive and highlights a polarization towards the main institutional names and the products considered most reliable by the market.
Why does this wave of inflows mark a turning point for Bitcoin?
The data is clear: never, in the history of Bitcoin, had the ETS USA recorded such a quantity of continuous institutional inflows. The difference compared to previous cycles (driven by retail investors and speculation) is radical.
Today, the growing maturity of the crypto market is marked by the adoption of complex portfolio strategies typical of big finance.
Analysts and market observers emphasize how institutional investors are today perceiving Bitcoin as a legitimate asset, useful for the diversification of overall risk and not just for a quick speculative logic.
All this thanks to greater regulatory clarity guaranteed by regulations like the GENIUS Act – a paradigm shift unimaginable a few years ago.
In the spot market, the movements of ETFs have produced a positive spiral in demand. During the week of July 18, Bitcoin reached its all-time high at $122,800.
The current prices, around $118,000, represent an increase of over 12% compared to the previous month. The price growth has further supported the institutional propensity to invest, fueling an unprecedented virtuous circle.
The combined influence between regulatory movements and market dynamics is the real driver of the current phase: every signal of positive policy coincides with increases in inflows, and vice versa.
The two consecutive weeks over $2 billion in inflows on ETFs represent a new standard for the sector. We are facing a possible historical turning point: the institutional adoption of Bitcoin now follows similar logics to those of any other “mainstream” asset.
The presence of big players like BlackRock consolidates the trend and, at the same time, reduces the risks of excessive volatility.
The real question is what will happen now that the regulatory framework is beginning to take shape: will we see even more robust flows, or will the bull run slow down while waiting for new macro data?
Conclusions: what does this cycle really mean for Bitcoin?
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The combination of record growth in ETF su Bitcoin, the signing of the first federal crypto law by Trump, and the new all-time highs in price demonstrate an unprecedented acceleration in the maturity of the sector.
The entry of major institutional players promises to rewrite the cycles and narrative of Bitcoin, pushing the market towards a stability and legitimacy that seemed unattainable just a few weeks ago.
The future depends on the evolution of institutional flows and the speed with which other markets, regulators, and global funds will follow the path set by the United States.
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The phase of “Bitcoin for professionals” begins. Follow the community, stay updated on US policies: everything can change in the coming weeks.
