Bitcoin ETFs saw a significant surge in inflows on Monday as investor confidence returns.
Institutional Rebalancing and Fee Competition
Crypto analyst Rachael Lucas noted multiple factors contributing to the positive momentum: quarter-end institutional portfolio rebalancing and rising demand for lower-cost ETFs. Monday’s inflows were widespread, with five bitcoin ETFs reporting net positive movement. Leading the charge was Fidelity’s FBTC, which saw $127.3 million in inflows, followed by Ark Invest and 21Shares’ ARKB, which attracted $88.5 million.
Market Fundamentals
BlackRock’s IBIT, the largest spot bitcoin ETF by net assets, recorded an additional $42.3 million in inflows. Grayscale’s Mini Bitcoin Trust and Bitwise’s BITB also saw capital movement into their funds.
Market Stability and Future Outlook
Monday’s trading session saw approximately $1.87 billion in total daily volume, bringing cumulative net inflows across all spot bitcoin ETFs to $35.58 billion since their inception. Renewed investor interest comes as bitcoin stabilizes around the $83,000 mark.
Lucas cautioned that while the recent surge in inflows is a positive sign, volatility is likely to persist. Institutional rebalancing could sustain inflows, but any renewed price weakness might trigger another wave of outflows.
