U.S. spot Bitcoin exchange-traded funds (ETFs) recorded a significant wave of investment on Tuesday, drawing in a total of $936 million in net inflows—the highest single-day amount since January 17. This surge underscores growing institutional interest in Bitcoin amid ongoing economic and geopolitical turbulence.
The inflows were spread across 10 different ETFs, with the largest contributions coming from Ark & 21Shares at $267.1 million, Fidelity’s FBTC with $253.8 million, and BlackRock’s IBIT, which brought in $193.5 million. Over just the past three days, U.S. Bitcoin ETFs have seen over $1.4 billion in combined inflows.
Experts suggest this renewed momentum is being fueled by macroeconomic concerns such as persistent inflation and a declining U.S. dollar. Rachael Lucas, a crypto analyst at BTC Markets, noted that the recent ETF activity reflects a “structural shift,” with institutional money steadily flowing back into digital assets. She also pointed to favorable supply dynamics and increasing recognition of Bitcoin as a strategic investment.
Min Jung, a research analyst at Presto, echoed similar sentiments, suggesting that Bitcoin is increasingly viewed as a potential shield against inflation and geopolitical risks. While it may not yet qualify as a traditional "safe haven," its relatively stable behavior during recent market volatility has led some to label it “digital gold.”
This spike in ETF investments coincided with a 6.4% increase in Bitcoin’s price, pushing it to around $93,765. Future inflows may hinge on expectations of monetary policy shifts, including the possibility of renewed quantitative easing by the Federal Reserve, as well as developments in U.S.-China trade relations, recently touched upon by Treasury Secretary Scott Bessent.
With Bitcoin ETFs now managing more than $103 billion in assets, investors are keeping a close eye on the evolving market landscape for further opportunities.