Largest Bitcoin ETFs Inflow In Three Months Indicates A Return of Institutional Interest

Bitcoin exchange-traded funds (ETFs) in the United States recorded their highest daily inflows since October 7, totaling $697.2 million on Monday, according to Farside data.

During the first two trading days of 2026, U.S. ETFs saw net inflows of around $1.2 billion, while bitcoin (BTC) rose by nearly 7% from $87,000 at the beginning of the year to just under $94,000.

Why Bitcoin ETFs Are Driving Market Activity in 2026

Glassnode data shows that since the launch of the Bitcoin ETFs in January 2024, prolonged outflows have often coincided with local market bottoms

Bitcoin dropped to about $49,000 in August 2024 during the yen carry trade unwind, and it reached a local low of about $76,000 in April 2025 during the tariff tantrum.

October 2025 saw the start of outflows, but they are currently returning to positive territory. The Coinbase premium index, which has returned to slightly negative values, further supports this change by showing that the circumstances are no longer favorable for capitulation.