On February 10th, news reports that after nearly a month of continuous capital outflows, U.S. Bitcoin ETFs recorded net capital inflows for two consecutive days for the first time, indicating a phased recovery in institutional sentiment. According to SoSo Value data, these products saw a total inflow of approximately $471 million last Friday, with an additional $144.9 million on Monday, ending the withdrawal trend that has been ongoing since mid-January.
This round of capital reflow coincides with a short-term rebound in Bitcoin prices. Last Thursday, Bitcoin briefly fell to around $60,000, then quickly rebounded to near $70,000, easing market concerns about further deep corrections. Previously, after a two-week rally in mid-January that pushed Bitcoin close to a high of $98,000, the price retreated, triggering large-scale sell-offs of spot ETFs.
Despite volatile price movements, the overall fund size remains relatively stable. Checkonchain data shows that since early October last year, the combined assets under management (AUM) of these 11 U.S. Bitcoin ETFs have only decreased by about 7%, from 1.37 million BTC to 1.29 million BTC. This change is significantly smaller than the decline in price during the same period. Since Bitcoin hit a record high of $126,000 in October, it has experienced a cumulative correction of over 40%.
This divergence—“sharp price drops with only slight capital retracement”—reflects that some long-term investors are still committed to their positions. As an important channel for institutional entry into the crypto market, ETF AUM stability is often seen as a key indicator of long-term confidence. The two consecutive days of net inflows, while not enough to reverse the overall trend, are viewed as a phased signal of stabilization.
As the market gradually digests macro uncertainties and high volatility risks, the flow of funds into spot ETFs will remain an important reference for assessing Bitcoin’s medium-term trend. Continued capital inflows could provide new support for the price.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
BTC drops below 69,000 USDT, and the 24-hour gain narrows to 1.25%
Gate News update: On April 6, market data shows that BTC has broken below 69,000 USDT, currently trading at 68,979.5 USDT. The 24-hour gain has narrowed to 1.25%.
GateNews1m ago
BTC 跌破 69000 USDT
Gate News bot 消息，Gate 行情显示，BTC 跌破 69000 USDT，现价 68911 USDT。
CryptoRadar8m ago
Bitcoin Holds Weekly Inflows While Ether, Altcoin ETFs Slip
Bitcoin ETFs managed a modest weekly gain despite sharp swings, while ether extended its outflow trend. Solana and XRP also declined in a shortened trading week.
Key Takeaways:
Blackrock IBIT helped drive $22.34 million bitcoin ETF inflows, but volatility signals weak conviction ahead.
Ether ET
Coinpedia25m ago
Bitcoin Eyes $80,000 Milestone As Geopolitical Tensions in the Strait of Hormuz Reach a Boiling P...
The crypto market currently is at a pivotal point where technical momentum meets intense global uncertainty. After being stuck in a holding pattern for many weeks, BTC now appears poised to break out again as geopolitical narratives shift and additional volatility is expected. Top crypto analyst
BlockChainReporter57m ago
