U.S.-traded spot Bitcoin ETFs have recorded net inflows totaling over $1 billion over the past three trading days, reversing the trend of outflows in recent weeks. This development points to a significant change in investor perception in the cryptocurrency market.
Recent Mobility and Investor Attitude
According to the data, 11 spot Bitcoin ETFs gained a total of $1.02 billion between Tuesday and Thursday. There was an inflow of $506.5 million on Wednesday alone. During this period, while the Bitcoin price was below its short-term peak, it was observed that investors preferred to buy during the decline.
Balance and Featured Flows in Major Funds
This recovery followed five consecutive weeks of outflows, particularly a net outflow of $2.82 billion in the last two weeks of January. The fund managed by BlackRock, known as IBIT, brought in $275.8 million alone on Thursday. Although there were small-scale outflows in Fidelity’s FBTC and ARK 21Shares’ ARKB funds, increases in Bitwise’s BITB fund and Grayscale’s BTC fund turned the total net flow into positive.
BlackRock is a company actively operating in the financial markets and known for its size in the asset management industry. The IBIT fund has an important place among the investment products developed by this institution specifically for the Bitcoin market.
Market Perception and Corporate Transformation
ETF analyst Nate Geraci evaluated this movement as a “buying the dip” strategy and pointed out that although there was an outflow of approximately 6.5 billion dollars from spot Bitcoin ETFs after the price record last October, there has been a total net inflow of around 55 billion dollars since the beginning of the year. In his analysis, he stated that Bitcoin investors are accustomed to high rates of depreciation, and new ETF investors show a similar resistance.
“Withdrawals of 50% are a normal situation for long-term Bitcoin investors,” said Nate Geraci, adding that new ETF investors were not much affected by this situation.
According to market data, spot Ether ETFs received an inflow of approximately $173 million in the same period, while $35 million flowed into Solana-focused funds and $7 million into XRP ETFs. These developments show that institutional investor interest is not limited to Bitcoin.
In Grayscale Research’s latest assessment, it was stated that with the integration of digital assets into the traditional financial world, the market has gone beyond speculative individual investors and the need for alternative value storage at the macro level has come to the fore. This transformation indicates that the influence of institutional investors in the market is increasing.
Looking at analysts’ comments and recent flows of funds, it is observed that investor trends in the cryptocurrency market are more durable and have a long-term perspective compared to the past. As a result of this situation, it seems that there is a strong demand environment again in spot crypto asset ETFs.
