Largest bitcoin ETF inflow in three months signals institutional bid is back 改写后： Biggest bitcoin ETF inflow in the past three months suggests renewed interest from institutional investors

Significant Surge in U.S. Bitcoin ETF Inflows

On Monday, Bitcoin exchange-traded funds (ETFs) in the United States experienced their highest daily inflows since October 7, reaching $697.2 million, as reported by Farside.

During the first two trading sessions of 2026, U.S. Bitcoin ETFs attracted around $1.2 billion in net new investments. This influx coincided with Bitcoin’s (BTC) price climbing nearly 7%, rising from $87,000 at the beginning of the year to just below $94,000.

Analysis from Glassnode reveals that since spot Bitcoin ETFs debuted in the U.S. in January 2024, extended stretches of outflows have often matched local market lows, as measured by a 30-day moving average.

For instance, in August 2024, a reversal in the yen carry trade led to Bitcoin dropping to about $49,000, while April 2025’s tariff-related market turmoil saw prices bottom out near $76,000.

Although outflows started again in October 2025, recent trends show a return to positive inflows. This turnaround is also reflected in the Coinbase premium index, which has moved back toward slightly negative territory—suggesting that the market is no longer experiencing widespread capitulation.