Bitcoin ETF Inflows for Seven Consecutive Days Set Half-Year Record, Scale Still Below 2025 Peak

ETH-5,79%
SOL-4,51%
XRP-4,18%

比特幣ETF

According to SoSoValue data, U.S. spot Bitcoin ETFs achieved their seventh consecutive day of capital inflows on Tuesday, marking the longest streak of positive inflows since October 2025. During the same period, cryptocurrency research firm Kobeissi Letter’s weekly data showed a total inflow of $1.06 billion into crypto funds last week, the highest weekly inflow since the third week of January.

Detailed Analysis of the Seven-Day Inflow Streak

比特幣ETF資金流向 (Source: SoSoValue)

The current wave of capital re-entry is driven by accelerated institutional demand starting from March 9. Analyzing by asset class:

Bitcoin ETF: A total of $2.2 billion has flowed in over three weeks, accounting for approximately 79% of the total crypto fund inflows during this period ($2.8 billion).

Ethereum ETF: Inflows of $315 million during the same period, bringing the net inflow for the year to nearly zero.

Solana ETF: Led all crypto ETFs this week with a net inflow of $223 million.

XRP ETF: Net outflows of $35 million since March, but with inflows of $73 million in January and February, the year-to-date remains positive.

Notably, since the outbreak of the U.S.-Iran conflict, the total assets under management (AUM) of crypto ETFs have increased by $12 billion (+9.4%), reaching approximately $140 billion. This indicates that even amid ongoing geopolitical turmoil, institutional investors have not systematically exited crypto assets. As of the latest data, the combined net assets of all U.S. spot Bitcoin ETFs are about $91.83 billion, with a total net inflow of $56.14 billion since their listing in January 2024.

Comparison with the 2025 Peak: Market Sentiment Revealed

While the seven-day streak of inflows is encouraging, there remains a significant gap compared to the previous peak, providing a clear reference for market sentiment:

September to October 2025 Peak: Nine consecutive trading days of net inflows totaling nearly $6 billion; Bitcoin’s price at that time was much higher than now, eventually reaching a record high of $126,080 in October.

Current Cycle (March 2026): Seven consecutive trading days with a total of about $1.2 billion; Bitcoin is currently around $73,945, after briefly touching $74,400, its first time back at this level in six weeks.

Research firm Bernstein’s latest report states that Bitcoin’s current rebound reflects the resilience of long-term holders, suggesting that the current market is driven by structural demand rather than short-term speculation—possibly explaining why capital inflows are “steady” rather than the frenzied pattern seen during the 2025 peak.

Frequently Asked Questions

Does seven consecutive days of Bitcoin ETF inflows mean the Bitcoin bull market has restarted?

The seven-day positive inflow streak is indeed the strongest since October 2025, indicating orderly capital re-entry at the institutional level. However, the scale of $1.2 billion over 7 days still lags significantly behind the $6 billion over 9 days during the 2025 peak, and Bitcoin’s current price (~$73,945) has not yet returned to the previous high of around $126,000. Analysts tend to view this as a “structural demand recovery” rather than the start of a new frenzy cycle.

Does Solana ETF leading all crypto ETFs with $223 million indicate a shift of funds toward Solana?

While Solana ETF performed well this week, ranking first among various crypto ETF categories, weekly data can be volatile. The overall market share still favors Bitcoin ETFs, which remain dominant. The recent inflow into Solana ETF is more likely a cyclical fund rotation rather than a long-term shift in capital flow.

Why has Ethereum ETF experienced a net outflow of $364.5 million since the beginning of the year?

Ethereum ETFs have faced pressure mainly due to Ethereum’s weaker performance compared to Bitcoin in early 2026, and some institutional investors have prioritized more liquid and narrative-driven assets like Bitcoin amid uncertainty. However, a rebound of $358.5 million in March indicates sentiment is improving. With the Ethereum Foundation accelerating DeFi treasury building and technical upgrades, whether Ethereum ETFs can turn positive within the year remains an important observation.

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