Bitcoin ETF Flows Hit Three-Month High, Suggesting Institutional Bid Is Back

Bitcoin ETFs See Largest Inflows Since October, Pointing to Return of Institutional Demand

U.S.-listed bitcoin exchange-traded funds recorded $697.2 million in net inflows on Monday, marking the biggest single-day gain since Oct. 7, according to Farside data.

The inflows lift total ETF activity to roughly $1.2 billion over the first two trading sessions of 2026, as bitcoin (BTC $92,052) climbed nearly 7%, from around $87,000 at the start of the year to just below $94,000.

Historical trends suggest ETF flows often coincide with key turning points in bitcoin’s price. Since spot bitcoin ETFs launched in the U.S. in January 2024, prolonged outflows — measured on a 30-day moving average — have frequently aligned with local market bottoms, according to Glassnode. Notable instances include August 2024, amid the yen carry trade unwind, when bitcoin fell to about $49,000, and April 2025, during the tariff-driven sell-off that marked a local low near $76,000.

After months of outflows through late 2025, ETF activity has turned positive. The trend is supported by the Coinbase premium index, which has rebounded toward slightly negative territory, suggesting selling pressure has eased and market conditions are stabilizing.