Bitcoin ETF inflows cross $1.8B: Will $BTC respond with a rally to $100K?
Bitcoin ETF inflows have rebounded, but the total assets under management remains 24% below the all-time high, indicating the recovery has just started.
Bitcoin’s
$BTC $94,927
rally above $97,000 was supported by surging inflows to the spot Bitcoin ETFs, and one analyst says that the demand must continue for BTC to break through the $100,000 barrier.
Key takeaways:
US spot Bitcoin ETFs recorded $1.8 billion in weekly net inflows, the strongest since early October 2025.
Total net assets under spot ETFs remain 24% below their Q4 2025 peak.
Long-term supply-demand dynamics continue to favor ETFs, as institutional investor access is expected to expand in 2026.
Bitcoin ETF are only one part of the picture
US spot Bitcoin ETFs logged $1.8 billion in net inflows this week, marking the largest weekly intake since the first week of October 2025. The move comes as $BTC BTC again tests resistance near the $98,000 level, signaling renewed institutional interest.
Despite the rebound, ETF positioning remains well below previous highs. The total net assets under management across US spot Bitcoin ETFs peaked at $164.5 billion in Q4 2025 but currently stand near $125 billion. This represents a drawdown of roughly 24%, underscoring that recent inflows have only partially offset earlier outflows.
