U.S. bitcoin ETFs post biggest inflow day since January with $730.9 million
Fresh institutional demand is lifting U.S. spot bitcoin exchange-traded funds as investors respond to shifting expectations for monetary policy. The products record $730.9 million in net inflows on Thursday, their strongest daily intake since Jan. 14, after a month that already brings in $3.5 billion.
Highlights
- U.S. spot bitcoin ETFs recorded a $730.9 million net inflow on Thursday, the highest daily total since Jan. 14, led by $454 million into BlackRock's IBIT.
- May marks the strongest month for U.S. bitcoin funds since September 2025, attracting $3.5 billion in inflows and signaling sustained institutional interest.
- Analysts attribute the inflow surge to dovish comments from Fed Governor Christopher Waller, while warning that hotter inflation data could reverse bitcoin’s current bullish momentum.
Fund flows surge on policy signal
The Block reports that data from SoSoValue show spot bitcoin ETFs take in a total net inflow of $730.9 million on Thursday, led by about $454 million entering BlackRock's IBIT. Six other funds, including products from Fidelity and Grayscale, also post inflows, extending strong momentum for the U.S. bitcoin fund segment.The latest daily total marks the largest inflow since Jan. 14 and follows the sector's strongest month since September 2025. Last month, U.S. bitcoin funds attract a combined $3.5 billion, indicating sustained appetite from larger investors.
Rachael Lucas, crypto analyst at BTC Markets, says the scale of the latest inflows suggests institutional investors are accumulating more bitcoin. She says the concentration in IBIT points to allocation-driven demand rather than short-term tactical positioning.
Bitcoin price outlook hinges on macro data
Analysts link the latest inflow wave to earlier dovish comments from Federal Reserve Governor Christopher Waller, which they see as a key macro catalyst for crypto markets. Jeff Mei, chief operating officer of BTSE, tells The Block that Waller's signal of a willingness to hold rates steady if inflation continues to cool gives markets a clear boost, helping lift growth stocks and crypto assets.Bitcoin moves back above $81,000 late Thursday night and currently trades around $80,950. Analysts say upcoming jobs data, consumer price index readings and the next few ETF sessions now determine whether the rally holds, with Lucas warning that hotter inflation data could quickly reverse the current bullish premise.
In our earlier article on the upcoming U.S. August jobs report, we outlined expectations for a modest nonfarm payroll gain of about 53,000 with unemployment holding near 4.1%. We also flagged potential downside risks to the data—such as changes to work authorization for some Haitian nationals—and noted that markets were mapping different risk-asset reactions depending on how the headline number prints.
-
Afghanistan
-
Albania
-
Algeria
-
Angola
-
Argentina
-
Armenia
-
Australia
-
Austria
-
Azerbaijan
-
Bahamas
-
Bahrain
-
Bangladesh
-
Belarus
-
Belgium
-
Bolivia
-
Botswana
-
Brazil
-
Brunei
-
Bulgaria
-
Cambodia
-
Cameroon
-
Canada
-
Chile
-
China
-
Colombia
-
Congo
-
Costa Rica
-
Cote d'Ivoire
-
Croatia
-
Cuba
-
Cyprus
-
Czechia
-
DR Congo
-
Denmark
-
Dominican Republic
-
Ecuador
-
Egypt
-
El Salvador
-
Estonia
-
Eswatini
-
Ethiopia
-
Finland
-
France
-
Georgia
-
Germany
-
Ghana
-
Greece
-
Haiti
-
Hong Kong
-
Hungary
-
India
-
Indonesia
-
Iran, Islamic republic
-
Iraq
-
Ireland
-
Israel
-
Italy
-
Jamaica
-
Japan
-
Jordan
-
Kazakhstan
-
Kenya
-
Korea
-
Kuwait
-
Kyrgyzstan
-
Laos
-
Latvia
-
Lebanon
-
Lesotho
-
Libya
-
Lithuania
-
Luxembourg
-
Madagascar
-
Malaysia
-
Malta
-
Mauritius
-
Mexico
-
Moldova
-
Mongolia
-
Montenegro
-
Morocco
-
Mozambique
-
Myanmar
-
Namibia
-
Nepal
-
Netherlands
-
New Zealand
-
Nigeria
-
North Macedonia
-
Norway
-
Oman
-
Pakistan
-
Palestine
-
Panama
-
Papua New Guinea
-
Paraguay
-
Peru
-
Philippines
-
Poland
-
Portugal
-
Puerto Rico
-
Qatar
-
Reunion
-
Romania
-
Rwanda
-
Saudi Arabia
-
Serbia
-
Singapore
-
Slovakia
-
Slovenia
-
Somalia
-
South Africa
-
Spain
-
Sri Lanka
-
Sweden
-
Switzerland
-
Syria
-
Taiwan
-
Tajikistan
-
Tanzania
-
Thailand
-
Trinidad and Tobago
-
Tunisia
-
Turkey
-
UAE
-
Uganda
-
Ukraine
-
United Kingdom
-
United States
-
Uruguay
-
Uzbekistan
-
Venezuela
-
Vietnam
-
Yemen
-
Zambia
-
Zimbabwe
- Forex
- Crypto
