The accelerated 'capital absorption' by Bitcoin ETFs is no longer news but rather a 'structural transformation' that is underway. With a continuous net inflow exceeding $2.7 billion over five consecutive trading days, the ETF market is dominating Bitcoin's market trend. This is not just a peak of capital inflow but may also be the starting point of a bull market wave driven by institutions and ETFs.
1. Five consecutive days of gains: Bitcoin ETF net inflow exceeds $2.7 billion, institutional buying has returned
According to the latest market data, Bitcoin spot ETFs have maintained a strong net inflow momentum over the past five trading days, with a cumulative inflow of $2.759 billion. This figure not only breaks the single-week fundraising record since the beginning of the year but also indicates that the market is undergoing a fundamental shift in its capital structure.
The biggest driving force behind this is BlackRock's flagship ETF — IBIT. This fund recorded a net inflow of $327 million in a single day, with a historical cumulative inflow exceeding $40.96 billion, firmly holding its position at the top of the spot ETF market. This level of institutional fund inflow reflects their recognition of Bitcoin's long-term value entering a 'high-pressure accumulation' phase.
2. ETF market value surpasses $100 billion, Bitcoin circulation is continuously 'locked'
Data shows that as of now, the total assets held by Bitcoin spot ETFs have reached $106.97 billion, accounting for approximately 5.77% of Bitcoin's total market value. This means that for every 20 circulating Bitcoins, one is locked in the ETF 'black box,' almost unable to be sold easily.
Institutional holdings and reduced circulation lead to a typical supply-demand imbalance. Against the backdrop of Bitcoin currently hovering between $91,000 and $94,000, the continued buying power of ETFs will greatly increase the probability of an upward breakout. Once catalytic factors are released, Bitcoin is expected to quickly challenge the $100,000 mark.
3. ARK and 21Shares are strongly attracting capital, with more institutions joining the Bitcoin asset allocation layout.
Apart from IBIT, the ARKB ETF launched by ARK Invest and 21Shares has also performed well, with a single-day net inflow of $97.02 million and a cumulative net inflow of $3.09 billion. As an innovative asset management institution, ARK continues to be optimistic about Bitcoin's long-term growth potential and is actively increasing its involvement.
This cross-border collaboration reflects the ongoing increase in institutional participation. In the past, Bitcoin investment was often seen as a niche area, but it is now becoming a part of mainstream allocation, especially against the backdrop of increasing global uncertainty and rising pressures of fiat currency devaluation.
4. ETFs are shifting from 'price followers' to 'trend setters'
It is worth mentioning that the current rise in Bitcoin prices is not a traditional technical rebound but is highly synchronized with the inflow of ETF funds. In other words, ETF actions are becoming the new 'steering wheel' leading the market.
As the proportion of ETF holdings continues to expand, every institutional purchase and change in inflow rhythm in the future will directly affect price fluctuations. This strengthening of structural forces will gradually reduce Bitcoin's price volatility, making it more akin to the trend characteristics of mature assets such as gold.
5. European ETFs join the battle, global capital is being 'sucked' by Bitcoin
At the same time, the European market is also reaching a peak. The first Bitcoin spot ETF in Europe, led by Jacobi Asset Management, is set to officially launch at the end of July. This means that the battle for Bitcoin ETFs has spread from the United States to the global stage, and institutional allocations will no longer be limited to a single market.
Historical data shows that in the initial approval stage of ETFs, the first month's capital inflow reached as high as $3.2 billion. If the European market replicates this rhythm, Bitcoin will welcome another peak in demand, becoming a new safe haven for institutions in the context of high interest rates.
Outlook: Bitcoin ETFs are opening a 'main rising wave' for institutions, reinforcing the logic of a long bull market.
The continuous net inflow of Bitcoin spot ETFs over five days is not just a restoration of market sentiment but also a substantial 're-anchoring' of institutional investment confidence. The ongoing increased allocations by traditional financial giants like BlackRock, ARK, and 21Shares not only inject confidence into the market but also accelerate Bitcoin's transition from a fringe asset to a core allocation.
In the future, as the European market opens ETFs, Asian capital gradually enters, and the proportion of ETFs further increases, Bitcoin is in a 'period of continuous supply contraction and continuous demand enhancement.'
At this time, using AI research platforms like Mlion.ai for ETF fund analysis, on-chain data tracking, and market sentiment assessment might help you capture the 'next peak' ahead of others.
Disclaimer: The above content is for informational sharing only and does not constitute any investment advice. Investors should make their own judgments and decisions cautiously.