Institutional Investors Return to Bitcoin
U.S. spot Bitcoin ETFs saw their highest single-day net inflow since January 17, with $936 million pouring in on Tuesday alone. This spike in institutional interest highlights Bitcoin’s growing reputation as a potential “safe haven” asset amid global uncertainty.
According to analysts, the renewed inflows reflect increasing confidence in Bitcoin as a strategic hedge against inflation, geopolitical risk, and macroeconomic instability.
Ark, Fidelity, and BlackRock Lead the Surge
The $936 million inflow was spread across 10 U.S.-listed spot Bitcoin ETFs. Ark Invest and 21Shares led the charge with $267.1 million in net inflows. Fidelity’s FBTC followed closely at $253.8 million, and BlackRock’s IBIT attracted $193.5 million, based on data from SoSoValue.
In total, U.S. spot Bitcoin ETFs have recorded over $1.4 billion in net inflows over the last three days, reinforcing a strong upward trend in institutional crypto investment.
Bitcoin Price Holds Strong Amid Global Tensions
Bitcoin rose 6.4% over the past 24 hours, trading at $93,765 at the time of publication. Analysts say this price action, combined with strong ETF inflows, signals rising confidence in Bitcoin’s role as “digital gold.”
Min Jung, a research analyst at Presto, noted that while Bitcoin isn’t yet a full-fledged safe haven, its resilience during recent global risk events has made it more appealing as a hedge asset.
ETF Inflows Create Supply Pressure
BTC Markets analyst Rachael Lucas said that spot Bitcoin ETFs now hold over $103 billion worth of BTC. This accumulation reduces the circulating supply and could contribute to sustained upward price pressure.
Lucas emphasized that macroeconomic disruptions, limited supply, and rising institutional acceptance are reshaping Bitcoin into a key strategic asset.
Market Sentiment Improves on U.S.-China Relations
On the geopolitical front, investors were encouraged by signs of easing tensions between the U.S. and China. Treasury Secretary Scott Bessent stated there could be a de-escalation in the ongoing trade conflict in the near future.
Additionally, President Trump backed away from earlier statements regarding Federal Reserve Chair Jerome Powell, reaffirming Powell’s position and reducing market anxiety.
Outlook: More Inflows on the Horizon?
Looking ahead, analysts expect further weakening of the U.S. dollar and potential Federal Reserve policy easing to boost demand for Bitcoin ETFs. Vugar Usi Zade, COO of Bitget, said supportive crypto policies—such as the Bitcoin Act—combined with global liquidity shifts and geopolitical instability will continue to drive institutional crypto investment.
