US spot Bitcoin ETFs experienced a major surge on Monday, marking the second-largest inflows in history for these products. Collectively, the 11 US-based spot ETFs saw $1.18 billion poured in, only behind the record set on November 7, 2024, when inflows reached $1.37 billion following Donald Trump’s presidential election victory.
The influx coincided with Bitcoin reaching a new all-time high of over $126,000, underscoring the tight link between Bitcoin price movements and ETF inflows. According to CoinGlass, October has already seen $3.47 billion in total inflows across just four trading days, signaling sustained investor interest.
The recent ETF activity highlights the influence of institutional investors in the current crypto bull market. While retail participation remains modest, institutional demand is clearly fueling Bitcoin’s momentum.
Bloomberg ETF analyst James Seyffart noted that US Bitcoin ETFs have now cumulatively absorbed around $60 billion since their inception, reflecting a significant shift in mainstream adoption of crypto products.
Among the ETFs, BlackRock’s iShares Bitcoin Trust (IBIT) captured the largest share of inflows, drawing $967 million on Monday alone. The ETF has accumulated $2.6 billion in inflows since the start of October, making it the dominant player in the US market.
Other notable contributors included:
Fidelity Wise Origin Bitcoin Fund (FBTC): $112 million
Bitwise Bitcoin ETF (BITB): $60 million
Grayscale Bitcoin Mini Trust (BTC): $30 million
Smaller inflows were reported for Invesco, WisdomTree, and Franklin’s Bitcoin-focused ETFs.
BlackRock’s IBIT is on the verge of a major milestone, approaching $100 billion in assets under management (AUM). According to Nate Geraci, President of Nova Dius, IBIT currently holds 783,767 BTC and approximately $98.5 billion in combined Bitcoin and cash assets.
For context, the Vanguard S&P 500 ETF, one of the largest ETFs globally, took over 2,000 days to reach $100 billion AUM. IBIT is expected to achieve this in under 450 days, making it one of the fastest ETFs ever to reach this scale. Only 18 out of more than 4,500 ETFs worldwide have surpassed the $100 billion threshold.
The influx of capital into US Bitcoin ETFs is having multiple market effects:
Price Support: Large inflows create upward pressure on BTC prices, helping sustain the rally beyond $126K.
Market Confidence: Institutional participation signals confidence in Bitcoin as a long-term asset.
Liquidity Concentration: ETFs aggregate large amounts of Bitcoin, which can influence supply dynamics on exchanges.
The massive inflows also highlight a trend where institutional investors lead the market, while retail investors continue to observe, often waiting for market confirmation before entering.
October has proven particularly strong for Bitcoin ETFs. With $3.47 billion in inflows over just four trading days, the market is seeing one of its most concentrated periods of institutional investment in history. Analysts suggest that continued ETF inflows could help maintain Bitcoin’s bullish trajectory heading into the final quarter of 2025.
The growing influence of ETFs in the US crypto market indicates a maturing ecosystem. As ETFs continue to attract capital, Bitcoin’s price movements are increasingly tied to these inflows, highlighting the interplay between traditional financial instruments and digital assets.
Experts predict that if inflow trends continue, ETFs could play a central role in supporting future Bitcoin rallies, while also serving as a gateway for more conservative investors seeking regulated exposure to cryptocurrency.
US Bitcoin ETFs have demonstrated their growing importance in the crypto market, recording the second-largest inflows in history as Bitcoin surpasses $126,000. BlackRock’s IBIT leads the charge, approaching $100 billion in AUM in record time.
With institutional investors driving these inflows, ETFs are emerging as a key mechanism for market liquidity and price support, bridging traditional finance with the expanding world of digital assets. October’s strong ETF activity suggests that regulated investment vehicles will continue to play a pivotal role in shaping Bitcoin’s trajectory.
Julie is a renowned crypto journalist with a passion for uncovering the latest trends in blockchain and cryptocurrency. With over a decade of experience, she has become a trusted voice in the industry, providing insightful analysis and in-depth reporting on groundbreaking developments. Julie's work has been featured in leading publications, solidifying her reputation as a leading expert in the field.
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