Bitcoin ETF Inflows Hit $403M: Ninth Consecutive Day of Positive Flows

Bitcoin ETF Inflows Hit $403M: Ninth Consecutive Day of Positive Flows

The crypto market is experiencing a renewed wave of optimism as Bitcoin exchange-traded funds (ETFs) record their ninth consecutive day of positive inflows. With over $403 million in capital pouring into spot Bitcoin ETFs over the past week, institutional demand is once again in the spotlight. This sustained momentum is being hailed as a strong bullish indicator for Bitcoin (BTC) and may signal a broader shift in investor sentiment toward digital assets in Q3 2025.

Breaking Down the $403 Million Surge

According to data from Farside Investors and Bloomberg Intelligence, spot Bitcoin ETFs saw a cumulative $403 million in inflows between July 7 and July 15. This marks the longest streak of net positive flows since March and includes participation from all major issuers — including BlackRock, Fidelity, Grayscale, Bitwise, and Ark Invest.

BlackRock’s iShares Bitcoin Trust (IBIT) led the charge with $167 million in weekly inflows, while Fidelity’s Wise Origin Bitcoin ETF brought in $112 million. Even the previously lagging Grayscale Bitcoin Trust (GBTC) saw a rare reversal, with $32 million in net inflows — its first positive week in over a month.

“It’s the first time we’re seeing coordinated ETF buying across the board,” says James Seyffart, ETF analyst at Bloomberg. “This is more than a short-term bounce — it suggests institutional positioning ahead of potential Q4 macro shifts.”

What’s Driving the Institutional Demand?

Multiple macro and crypto-native factors appear to be converging to drive the latest surge:

• Weaker U.S. inflation prints have reignited hopes of a Fed rate cut before year-end.
• Growing political support for crypto in the U.S. 2025 election cycle has boosted regulatory clarity.
• Bitcoin’s breakout above $120,000 earlier this month has validated bullish technical setups.
• Spot Bitcoin ETFs have outperformed expectations in Q2, leading to revised upward projections for AUM by major funds.

Analysts from CoinShares attribute the current trend to “strategic reallocation” among institutional portfolios. “Bitcoin is increasingly being viewed as a macro asset class — similar to gold or tech equities,” their latest report states.

Performance of Major Bitcoin ETFs

The top-performing Bitcoin ETFs over the past month include:

• IBIT (BlackRock): $16.2 billion AUM, with a 9.1% return in July
• FBTC (Fidelity): $11.3 billion AUM, up 8.6% this month
• BITB (Bitwise): $4.9 billion AUM, maintaining steady 7.8% returns

These ETFs now collectively hold over 1.2 million BTC, representing nearly 6% of Bitcoin’s circulating supply. The magnitude of this accumulation is unprecedented — and analysts are watching to see how long the buying spree continues before supply constraints begin impacting market liquidity.

How Does This Affect Bitcoin Price Action?

The BTC/USD pair has remained above the $118,000 mark for over 10 days, with strong buying support around $115,000. Analysts believe that ETF flows are playing a pivotal role in stabilizing price and reducing volatility. The 30-day rolling volatility index for BTC has dropped to its lowest level since April 2022.

Technical analysts highlight $125,000 as the next major resistance, while $112,000 is seen as critical support. On-chain metrics such as realized cap and MVRV ratio suggest that BTC is still in an “early bull market” phase, with room for further upside if ETF inflows persist.

Wall Street’s Crypto Pivot

The renewed ETF momentum reflects a broader institutional pivot toward crypto. Major banks like JPMorgan, Goldman Sachs, and Morgan Stanley are reportedly increasing their crypto research coverage, while hedge funds like Millennium Management and Renaissance Technologies are expanding digital asset exposure through derivatives and ETFs.

“What we’re seeing is not retail FOMO — it’s calculated institutional re-entry,” says Meltem Demirors, Chief Strategy Officer at CoinShares. “Bitcoin has proven its resilience. Now the narrative is about positioning for the next decade, not just the next quarter.”

Regulatory Winds Are Shifting

Several positive regulatory signals are contributing to the bullish sentiment:

• The U.S. House Financial Services Committee passed FIT21, clarifying CFTC vs SEC oversight.
• The IRS issued new crypto staking tax guidance favorable to long-term holders.
• The SEC is reportedly fast-tracking reviews for pending Ethereum ETF proposals, signaling a broader acceptance of digital asset ETFs.

This evolving regulatory clarity, combined with political endorsements of crypto innovation, is giving institutions greater confidence to allocate capital into compliant crypto vehicles like ETFs.

Expert Outlook: How Far Can This Go?

Several investment firms have updated their BTC price models:

• Galaxy Digital: $180,000 BTC target by end of 2025
• ARK Invest: $220,000 base case with institutional allocation models
• VanEck: $150,000 conservative target if ETF flows average $100M/day for Q4

While there is consensus on upward pressure, many experts caution that macro volatility — especially interest rate policy or geopolitical shocks — could still derail momentum. “Institutional flows are powerful, but not immune to fear-driven sell-offs,” notes trader Scott Melker.

Conclusion: The Institutional Thesis Strengthens

Bitcoin’s ETF inflow surge underscores a major theme in crypto markets this year — the institutional thesis is back, and it’s accelerating. With $403 million entering ETFs over just nine days, and a total of $16 billion in AUM across major products, it’s clear that traditional finance is increasingly comfortable treating Bitcoin as a legitimate, long-term portfolio asset.

As macro tailwinds, regulatory progress, and network fundamentals align, Bitcoin could be poised for even greater growth in the second half of 2025. For now, the ETF trend offers a clear signal: smart money is not just watching — it's buying.