Institutional reactivation! Bitcoin spot ETF attracts $750 million in a single day, setting a new record

U.S. Bitcoin Spot ETF Sees Nearly Three Months of Strongest Capital Inflows on Tuesday, as Institutional Investors Reenter the Market with Ample Capital After Year-End Asset Allocation. Single-day net inflow reaches $753.7 million, the largest daily record since October last year, fully reflecting a comprehensive recovery in institutional demand.

Massive Capital Inflows Refresh Recent Three-Month Record

According to data platform SoSoValue, 12 Bitcoin spot ETFs collectively attracted $753.7 million on Tuesday. Among them, Fidelity’s FBTC led with $351 million, Bitwise’s BITB contributed $159 million, and BlackRock’s IBIT recorded a net inflow of $126 million.

This large-scale influx of institutional funds demonstrates investors’ determination to actively reallocate capital after the year-end wait-and-see period. A ripple effect also emerges, with Ethereum spot ETF recording a net inflow of $130 million on the same day, indicating that confidence in the overall cryptocurrency market is recovering.

Double Economic Policy Benefits Reignite Institutional Confidence

Why are institutional investors choosing to accelerate their deployment now? Vincent Liu, Chief Investment Officer of renowned quantitative trading firm Kronos Research, pointed out that the clarification of the overall economic outlook is a key driver. The U.S. Consumer Price Index (CPI) released on Tuesday shows that, although prices remain high, they have significantly retreated from their peak, reinforcing market expectations of the Federal Reserve cutting interest rates, thereby boosting investors’ risk asset allocation appetite.

At the same time, positive policy news also emerges. The U.S. Senate Banking Committee is actively advancing amendments and votes on bills related to the cryptocurrency market structure, with market expectations that this will bring a clearer and more friendly legal framework for digital assets. These dual positive signals effectively boost institutional confidence in the market outlook.

Cryptocurrency Market Linkage: Spot Buying Dominates the Uptrend

Institutional capital movements are directly reflected in price trends. According to the latest data, Bitcoin is currently trading at $90,200, up 1.07% in 24 hours; Ethereum is even stronger, at $3,030, with a 24-hour increase of 2.05%.

Vincent Liu further analyzed market dynamics, noting that this rally mainly stems from continuous ETF capital inflows, with the pace of capital absorption far exceeding miner output, forming a structural bullish trend. The improving regulatory outlook, combined with forced short covering of over-leveraged positions, further pushes prices higher. Notably, this rally is primarily driven by spot buying rather than leverage speculation, reflecting the health of the market fundamentals.

The concentrated entry of institutional investors not only rewrites the market’s capital structure but also injects sustainable confidence into the entire market. As policy frameworks become clearer, the cryptocurrency market is expected to enter a more mature and rational development stage.