Bitcoin ETF Inflows Near $1 Billion as Institutional Demand Lifts BTC
U.S. spot Bitcoin ETFs recorded nearly $1 billion in net inflows on Monday, their strongest single-day performance in 11 months, as institutional demand coincided with Bitcoin’s move above $87,000.
The funds attracted a combined $998.95 million, according to SoSoValue. The inflow was the largest since Oct. 6, 2025, when spot Bitcoin ETFs registered approximately $1.2 billion.
BlackRock’s IBIT led Monday’s inflows with $381.4 million, followed by Ark and 21Shares’ ARKB with $289.1 million. Fidelity’s FBTC recorded $238.8 million, while funds managed by Grayscale, Bitwise and Morgan Stanley also posted positive flows.
The strength extended beyond Bitcoin. U.S. spot Ethereum ETFs drew $269.98 million in net inflows, their largest single-day total since Oct. 7, 2025. Ether rose 2.5% to trade near $2,730, indicating renewed demand across the two largest cryptocurrency markets.
Bitcoin ETF Inflows Reinforce BTC Rally
Bitcoin rose 4.7% over 24 hours and was trading around $85,400 early Tuesday after briefly reaching approximately $87,300 on Monday. That marked its highest level since January 2026 and pushed BTC through a resistance area that had previously limited its recovery.
Min Jung, an associate at Presto Research, attributed the move to stronger risk appetite, spot ETF demand and extensive short covering. The size of the ETF inflows also provided evidence of increased institutional exposure to Bitcoin during the recovery.
The move was accompanied by substantial derivatives-market liquidations. CoinGlass data showed $1.06 billion in cryptocurrency positions were liquidated over 24 hours, including $844 million in short positions.
The concentration of liquidations among bearish positions added buying pressure as Bitcoin moved through key technical levels. Traders forced to close short positions must generally buy back the underlying exposure, potentially accelerating an existing price move.
Jeff Ko, chief analyst at ViaBTC, linked the advance to Bitcoin’s move above $82,000, a level that had previously acted as a ceiling for the market. The breakout may have encouraged systematic trading strategies to reenter the market while institutional purchases provided additional demand.
Macro Factors Add to Bitcoin’s Momentum
Broader market conditions also contributed to the recovery. Jeff Mei, chief operating officer at BTSE, pointed to declining oil prices and easing Treasury yields as supportive factors for risk assets.
A meeting between U.S. President Donald Trump and Chinese President Xi Jinping provided another catalyst for markets, according to Mei.
Meanwhile, positive funding rates and elevated open interest indicated that traders were increasing long exposure as Bitcoin advanced. That positioning can reinforce upward momentum but also leaves the market more exposed to sharp reversals if prices fail to hold key support levels.
Bitcoin’s ability to remain above $85,000 will therefore be important as the latest rally develops. Continued spot ETF inflows could provide additional support, while a slowdown in institutional demand could leave the market more vulnerable to renewed selling pressure.
Writer: Marcus RenfieldCrypto Market Analyst & Onchain WriterMarcus Renfield covers cryptocurrency markets with a focus on onchain data, Bitcoin price action, and emerging market narratives. His writing examines how capital flows, network activity, and broader market structure influence short- and medium-term trends.He aims to provide clear, data-informed analysis for readers seeking a deeper understanding of crypto market dynamics.