Bitcoin ETFs started 2026 strong with over $1B inflows in the first trading days, signaling robust demand from institutions and traders alike. Early ETF momentum could tighten supply and support BTC price structure.
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Over $1.2B enters spot Bitcoin ETFs in first two trading days
US spot Bitcoin exchange-traded funds kicked off 2026 with explosive momentum, raising expectations that annual inflows could far exceed previous years.
According to Bloomberg ETF analyst Eric Balchunas, more than $1.2 billion flowed into US spot Bitcoin ETFs during the first two trading days of the year. Nearly every fund recorded inflows, signaling broad-based investor participation rather than isolated demand.
If the current pace holds, annual inflows could reach as high as $150 billion, representing a dramatic increase compared to 2025. Balchunas noted that strong inflows during favorable market conditions could significantly reshape the ETF landscape.
In 2025, US spot Bitcoin ETFs recorded net inflows of roughly $21 billion, down from 2024’s $35 billion. However, recent daily inflows — including nearly $700 million in a single session — marked the strongest activity in several months as Bitcoin prices stabilized above key levels.
Institutional investors are increasingly viewing ETF demand as a structural force rather than a speculative one. Some analysts argue that sustained ETF accumulation could absorb circulating supply and contribute to long-term market tightening.
Momentum cooled slightly midweek as some funds showed signs of outflows, highlighting short-term volatility. Still, market participants largely interpret the broader trend as positive.
Meanwhile, traditional financial giants are accelerating their entry. Morgan Stanley recently filed to launch Bitcoin and Solana ETFs, joining firms like BlackRock and Fidelity. The move underscores growing confidence that crypto ETFs are becoming a permanent fixture in global asset allocation.
