U.S. spot bitcoin ETFs experienced a surge in demand on Monday, recording $274.6 million in net inflows—their highest since early February.
This marks a sharp reversal from recent weeks, during which these funds faced sustained selling pressure, shedding approximately $5.4 billion over five consecutive weeks, according to Farside Investors.
Analysts attribute the rebound to institutional portfolio adjustments at the end of the quarter and increased interest in lower-cost ETFs. Crypto analyst Rachael Lucas noted that Bitcoin’s price stability and renewed institutional confidence likely played a role in driving inflows.
Five Bitcoin ETFs saw net inflows on Monday, with Fidelity’s FBTC leading the pack at $127.3 million, followed by Ark and 21Shares’ ARKB, which attracted $88.5 million. BlackRock’s IBIT, the largest Bitcoin ETF by assets, gained $42.3 million, while Bitwise’s BITB and Grayscale’s Mini Bitcoin Trust also reported inflows.
Trading volume across Bitcoin ETFs reached $1.87 billion for the day, with total cumulative inflows standing at $35.58 billion since their launch. Meanwhile, BTC’s price has steadied around $83,000 after a volatile stretch that saw swings between $78,500 and $94,000.
Lucas cautioned that market turbulence may persist as quarter-end approaches. Institutional rebalancing could sustain inflows, but any renewed price dips might trigger another round of outflows.
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