Institutional demand for spot Bitcoin exchange-traded funds (ETFs) in the US has signaled a strong comeback following a year-end stabilization period. Net inflows recorded on Tuesday reached the highest daily level in the last three months, indicating that the market direction has turned upward again. The data revealed that there was simultaneous capital flow in both Bitcoin and Ethereum focused ETFs. The rise seen on the price front was fed not only by leveraged transactions but also directly by the increase in spot demand.
Institutional Equity Returns to the ETF Channel
US spot Bitcoin ETFs posted their strongest daily performance since October 7, 2025, recording net inflows of approximately $754 million. According to SoSoValue data, Fidelity’s FBTC fund took the lead with $351 million, while Bitwise’s BITB fund went to $159 million and BlackRock’s IBIT fund went to $126 million. The table in question showed that the cautious portfolio strategies implemented in the last quarter of the year were left behind and large investors started to take risks again.
According to research company LVRG’s assessment, demand for ETFs accelerated after institutional investors completed their year-end balance sheet and risk mitigation processes. Experts emphasize that the capital directed to the funds creates an absorption above the miner supply, and this creates a structural support on prices. This approach points to medium-term positioning rather than short-term fluctuations.
A similar trend was observed on the Ethereum side. A total of $130 million in positive flows were recorded in five different Ethereum ETFs on the same day. This development revealed that institutional investors are not limited to Bitcoin alone, but the tendency to expand the digital asset basket is strengthening.
Macro Clarity and Regulation Expectations Supported Prices
The improvement in the macroeconomic outlook played an important role behind ETF inflows. The latest consumer price index data released in the USA showed that inflation remained high but moved away from peak levels. While market actors read this picture as a signal supporting the possibility of an interest rate cut, the increased appetite for risky assets attracted attention.
On the Washington front, steps to clarify the legal framework for the crypto asset market came to the fore. The preparation of the US Senate Banking Committee to consider digital asset market regulation has strengthened the expectation that uncertainty will decrease throughout the sector. Kronos Research CIO Vincent Liu noted that regulatory progress has created a more predictable environment for institutional capital.
The increasing trust environment was also reflected in the prices in the retail market. While Bitcoin rose 3 percent in the last 24 hours, reaching $94,610, Ethereum traded at $3,324, up 6.21 percent. Analysts state that the fact that the rise is mainly driven by spot demand suggests that a healthier balance has been achieved in the market structure after the decline in the last quarter.
