Bitcoin ETFs Flip the Script: $561M Inflows After Weeks of Drama!

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A veritable deluge of capital has surged into Bitcoin ETFs, as if the very earth itself had decided to invest in digital gold, despite the usual tempests of market turbulence and weeks of exodus.

Spot Bitcoin investment vehicles, ever the fickle flirts of finance, flipped market fortunes on Monday after posting several days of losses. Significantly, the trend switch marked the strongest daily investment pull in several weeks. Interestingly, activity picked up despite the broader crypto market slipping over the past weekend, which one might liken to a dachshund attempting to chase its tail.

Bitcoin ETFs Return to Inflows Led by Fidelity and BlackRock

After a four-day outflow run, BTC ETFs pulled in $561.9 million in net inflows on Monday. According to data from SoSoValue, Fidelity’s FBTC led the trend with $153.4 million in new capital. BlackRock’s IBIT followed closely with an investment count of $142 million. Bitwise’s BITB also added $96.5 million, keeping demand focused on the largest products, which, one suspects, are merely the financial equivalent of a well-stocked pantry.

Image Source: SoSoValue, who, one suspects, might have a penchant for dramatic flair.

Here is how other investment products fared on Monday:

  • Grayscale’s BTC posted $67.2 million in inflows, a testament to the unwavering loyalty of its investors, who likely view Bitcoin as the financial equivalent of a trusty umbrella in a storm.
  • Ark & 21Shares’ ARKB attracted $65.1 million in new capital, though one wonders if this is a sign of faith or merely a case of the “I’ll jump off a cliff if everyone else does” syndrome.
  • VanEck’s HODL recorded $24.3 million in inflows, a modest sum that would likely be met with a raised eyebrow by the average London banker.
  • Invesco’s BTCO added $10.1 million during the session, a figure that might be considered a “small but mighty” achievement in the grand scheme of things.
  • WisdomTree’s BTCW took in $3.3 million, a sum so meager it might as well have been a donation to a charity for lost causes.
  • Meanwhile, Valkyrie’s BRRR, Franklin’s EZBC, and Hashdex’s DEFI saw flat flows, as if they were politely declining a second helping of cake at a party.

Bitcoin dropped near $75,000 on the day before rebounding above $78,000 as the trading day drew to a close. At the time of writing, the firstborn coin is hovering around $78,221 following a swing-filled intraday outing, which, if it were a person, would be accused of being “all over the place” at a family gathering.

Vincent Liu: Bitcoin ETF Inflows Signal Renewed Institutional Conviction

Before the rebound, Bitcoin investment funds posted two straight weeks of heavy outflows. As per data, funds shed $1.49 billion last week and $1.33 billion the week prior. Risk reduction and fading arbitrage returns drove much of the earlier selling, which, if one were to be unkind, might be described as “running away from the party before the wine runs out.”

Several factors shaped recent allocator behavior:

  • Crypto investment vehicles offered large investors a regulated and increased market exposure, which, in layman’s terms, means “we’ve finally figured out how to make this look like a safe bet.”
  • Sharp price moves came with steady portfolio rebalancing, a process that likely involved more sighing than actual strategy.
  • Macro positioning influenced timing rather than short-term price momentum, which is code for “we’re not paying attention to the day-to-day chaos, just the big picture.”
  • Deeper liquidity drew demand toward larger funds instead of smaller products, a trend as predictable as a cat chasing a laser pointer.

Kronos Research’s CIO Vincent Liu mentioned that the inflows reflected renewed conviction among top market participants. Liu explained that large investors turned to spot ETFs to increase exposure during macro changes, a move as bold as a man in a tuxedo attending a beach party.

HashKey’s Tim Sun Links ETF Outflows to Arbitrage Decline as Ether Funds Lag

Tim Sun, a senior researcher at HashKey Group, linked prior withdrawals to narrowing price gaps between spot ETFs and Bitcoin futures. According to him, tighter spreads lowered arbitrage returns. And this led to gradual capital exits. At the same time, lower risk appetite also pushed some investors to reduce exposure, a decision as common as a squirrel hoarding nuts for winter.

Sun said sentiment shifted after Bitcoin tested recent lows twice and fell below its earlier range. Much of the negative outlook now appears priced in, bringing some medium- and long-term investors back. He cautioned that the rebound points to a gradual recovery, not a confirmed rally, which is a bit like saying a broken leg might heal-if you’re very, very lucky.

Unlike its BTC counterparts, Ether ETFs recorded $2.86 million in net outflows on Monday. Even so, the figure represented an improvement on $252.87 million in withdrawals last Friday. Fidelity’s FETH stood out with $66.6 million in inflows, as if the universe itself had decided to invest in Ethereum.

Bitwise’s ETHW and VanEck’s ETHV added $5.0 million and $7.6 million. BlackRock’s ETHA, however, posted $82.1 million in outflows, weighing on the overall total, which is like a heavy coat on a summer day.

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2026-02-03 18:44