$750 million capital influx! Bitcoin ETF single-day net inflow hits a 3-month peak, institutional giants make a strong return

The US Bitcoin spot ETF recently experienced a long-awaited influx of capital. According to data platform SoSoValue, the 12 Bitcoin spot ETFs saw a total net inflow of $753.7 million in a single day, marking the largest single-day inflow in nearly three months and demonstrating that institutional investors, after completing their year-end asset allocation adjustments, are strongly returning to the market with substantial capital.

Behind this wave of capital inflow, there are both positive macroeconomic factors and favorable policy signals.

Policy Warmth + Dual Push from Economic Data

The recently released US Consumer Price Index (CPI) shows that although prices remain high, they have significantly retreated from their peak, reinforcing market expectations of a rate cut by the Federal Reserve (Fed). Against the backdrop of increasing demand for risk assets, investor confidence is gradually recovering.

Good news also comes from the policy side. The US Senate Banking Committee is accelerating revisions and voting on the cryptocurrency market structure bill, with the market generally expecting this will bring a clearer and more friendly legal framework for digital assets. Vincent Liu, Chief Investment Officer of well-known quantitative trading firm Kronos Research, pointed out, “The overall economic outlook becoming clearer” is a key driver behind this wave of capital return.

Leading Funds Compete for Deployment, Fidelity Leads with $750 Million

In this capital tide, ETF products from major top-tier fund management companies perform variably. Fidelity’s FBTC, under (Fidelity), led with a single-day net inflow of $351 million, accounting for nearly half of the total inflow. Bitwise’s BITB followed closely, attracting $159 million, while BlackRock’s (BlackRock)‘s IBIT also recorded a net inflow of $126 million. This tiered capital allocation reflects institutional investors’ refined selection of risk-return profiles across different ETF products.

Nick Ruck, Research Director at LVRG Research, stated that this ETF capital inflow clearly reflects a comprehensive recovery in institutional demand. After cautious observation at the end of last year, investors are now actively reallocating capital.

Ethereum Rises Simultaneously, Signaling a Full Crypto Market Recovery

The capital inflow is not limited to the Bitcoin ecosystem. The Ethereum spot ETF also recorded a net inflow of $130 million on the same day, indicating that investor confidence in the overall cryptocurrency market is returning, creating a chain reaction across different coins and products.

This increased activity is directly reflected in price performance. Bitcoin is quoted at $89,760 at the time of writing, up 1.71% in the past 24 hours; Ethereum performed even better, at $3,010, with a 24-hour increase of 2.14%. Compared to the sluggish market at the end of last year, the entire crypto market has shown a clear signs of recovery.

Structural Bullish Factors Form, Spot Buying Dominates the New Pattern

Vincent Liu further analyzed the market structure changes, stating: “The core driving force of this rally comes from continuous ETF capital inflows, which are absorbing chips at a rate far exceeding the daily output of miners, forming a clear structural bullish trend.” This indicates that it is no longer fragmented retail buying, but systematic institutional capital entering the market.

Meanwhile, the regulatory outlook is becoming clearer, and over-leveraged short positions are being forced to cover, further boosting price trends. Notably, this rally is mainly driven by spot buying rather than leveraged derivatives speculation, which is a positive signal from a market health perspective.

The single-day net inflow of $750 million marks a new stage of institutional participation in the crypto market. From passive observation to active deployment, from cautious allocation to aggressive accumulation, this wave of capital suggests that after experiencing policy uncertainties and economic volatility, professional investors are actively voting with their actions, optimistic about the performance of digital assets in the new year.