Recent data on Bitcoin ETF inflows and miner behavior signal growing interest in cryptocurrencies, alongside expectations for Federal Reserve rate cuts.
Record Inflows into Bitcoin ETF
On September 10, 2025, U.S. Bitcoin ETFs saw net inflows of 5,900 BTC, the highest figure since July 2025, according to Glassnode. This contributed to positive weekly flows after several weeks of mixed movement. Institutional interest is growing as Bitcoin prices remain above $114,000.
Reduced Selling by Miners
CryptoQuant data indicates a visible decrease in flows from miners to exchanges, suggesting miners are selling fewer BTC. These flows, shown as a green line on the chart, have trended downward since early 2025. Maintaining a price around $115,900 creates an accumulation backdrop, as fewer coins on exchanges imply reduced selling pressure, potentially supporting price levels.
Fed Policy Expectations and Their Impact on Bitcoin Liquidity
According to Polymarket, traders give a 91% chance that the Federal Reserve will cut interest rates by 25 basis points in September. These expectations have been rising sharply since August and are now firmly priced in. Lower rates typically increase liquidity, which is positive for Bitcoin and other risk assets. However, analysts note that if the Fed's messaging is more cautious, or if the cut is already priced in, Bitcoin could face a short-term reaction.
The increasing interest in Bitcoin and the likelihood of a Fed rate cut create a positive sentiment in the cryptocurrency market, which could support prices into the end of the year.
