Bitcoin ETF Inflows Surge $240M as BlackRock’s IBIT Rebounds — JPMorgan Boosts Holdings, BTC Climbs Back Above $106K

Bitcoin ETF Flows Reverse as Institutional Accumulation Returns — BlackRock’s IBIT (NASDAQ:IBIT) Regains Momentum Amid $130B Sector Assets

Bitcoin (BTC-USD) remains at the center of institutional focus as ETF data shows a sharp turn in sentiment after last week’s heavy outflows. Despite $1.2 billion in redemptions across spot Bitcoin ETFs, the market is regaining stability with net inflows returning on November 7 totaling $240 million, signaling renewed demand from Wall Street and sovereign wealth portfolios.
At the forefront, BlackRock’s iShares Bitcoin Trust (NASDAQ:IBIT) — the largest Bitcoin ETF globally — posted $112.44 million in daily inflows, while total assets surged to $80.58 billion, representing nearly 4% of Bitcoin’s total market cap. Fidelity’s FBTC followed with $61.44 million in inflows, holding $20.58 billion in assets, underscoring persistent institutional conviction even as macro uncertainty lingers.

JPMorgan’s 64% IBIT Expansion and Options Exposure Signal Deepening Wall Street Engagement

In a landmark disclosure, JPMorgan Chase & Co. expanded its stake in BlackRock’s IBIT by 64%, lifting its holdings to 5.28 million shares valued at $343 million, up from $302 million last quarter. Beyond spot exposure, JPMorgan revealed $68 million in IBIT call options and $133 million in put options, allowing the bank to hedge volatility and monetize directional swings.
This dual approach reflects Wall Street’s evolution — moving from passive exposure to active derivatives engagement around Bitcoin ETFs. JPMorgan’s analysts, once skeptical of crypto, now project Bitcoin could reach $170,000 within 12 months, aligning the asset’s long-term trajectory with gold’s role in diversified portfolios. The strategic increase in IBIT holdings marks one of the most aggressive institutional shifts since the ETF market’s January 2025 approval.

ETF Sector Overview: $130 Billion Resilience Despite Record Outflows

Bitcoin ETFs collectively manage $135.43 billion, or roughly 6.73% of total BTC market capitalization, showing resilience despite two consecutive weeks of billion-dollar outflows.
During the drawdown, BlackRock’s IBIT saw $131.43 million in redemptions, Fidelity (FBTC) $256 million, and ARKB (ARK Invest and 21Shares) $144.24 million. Yet total ETF assets remain robust, proving that institutional exposure has not eroded. The Grayscale Bitcoin Trust (GBTC) continues to manage $17.24 billion in assets despite cumulative outflows of $24.73 billion post-conversion to a spot structure.
Liquidity across all funds remains healthy, with $4.77 billion in daily trading volume, indicating sustained institutional rotation rather than capitulation. The quick rebound in inflows by early November highlights strategic reaccumulation — the same pattern seen before prior Bitcoin breakouts.

Institutional Adoption Expands Beyond Bitcoin: Solana and XRP ETFs Gain Traction

While Bitcoin ETFs experienced short-term redemptions, Solana (SOL) and XRP funds have emerged as new institutional favorites. Solana ETFs registered $136.5 million in weekly inflows, maintaining nine consecutive positive sessions since launching in late October.
On the regulatory front, five XRP ETFs from Canary Capital, CoinShares, Franklin Templeton, 21Shares, and Bitwise appeared on the DTCC list last week, starting the 20-day SEC review clock for approval. If confirmed, these launches would mark the first U.S.-based XRP spot ETFs, expanding institutional crypto coverage to alternative Layer-1 networks.
This diversification shows that institutions are broadening exposure beyond Bitcoin, treating the crypto ETF ecosystem as a multi-asset structure rather than a single-asset play.

Robert Mitchnick’s Remarks Spark ETF and XRP Whale Rotation

BlackRock’s Head of Digital Assets, Robert Mitchnick, influenced market sentiment after an interview discussing the firm’s crypto strategy circulated online. His remarks emphasizing Bitcoin’s long-term resilience and the rising share of institutional inflows triggered visible shifts across ETF flow data.
Mitchnick confirmed that over $3 billion in Bitcoin has been moved into BlackRock’s platform through in-kind ETF conversions, allowing holders to swap coins directly for ETF shares without selling into the market — effectively reducing spot supply.
Following his statements, Bitcoin ETFs reversed from six days of redemptions to renewed inflows, while XRP whales cut selling by $650 million, and new ETF entries appeared on DTCC. Despite social media skepticism claiming the interview was AI-generated, Eric Balchunas of Bloomberg confirmed its authenticity, validating its market-moving influence.

Macro Drivers: Shutdown Resolution, Tariff Stimulus, and Liquidity Tailwinds

The rebound in Bitcoin ETF flows coincides with improving macro conditions. The U.S. Senate’s 60–40 vote to end the government shutdown boosted market sentiment, while President Trump’s announcement of a $2,000 “tariff dividend” stimulus is expected to inject $300–$500 billion into household liquidity.
Historical precedent shows stimulus payments often correlate with retail crypto inflows, as seen during the 2020 and 2021 cycles. Combined with easing Treasury yields and declining volatility, these measures strengthen Bitcoin’s medium-term positioning. BTC has rebounded from a $99,000 low to $106,371, reflecting renewed confidence in liquidity-sensitive assets.

Tether’s 1 Billion USDT Minting Adds Fuel to Market Liquidity

Adding to the macro liquidity narrative, Tether (USDT) minted 1 billion new tokens on November 10, signaling fresh capital inflows into the crypto economy. Historically, large-scale USDT issuances precede market rallies, acting as a liquidity bridge between fiat and digital assets.
This new minting event, one of the largest of 2025, suggests institutional desks and exchanges are preparing for heightened trading activity. Stablecoin expansion enhances ETF arbitrage efficiency and supports bid-side demand — particularly beneficial for Bitcoin ETFs like IBIT and FBTC, which rely on tight creation/redemption spreads.

Wall Street’s Rotation: From Doubt to Structured Exposure

The institutional narrative has evolved from speculative enthusiasm to structured Bitcoin integration. Data from SosoValue shows cumulative inflows into Bitcoin ETFs now exceed $60.5 billion since their inception, led by IBIT ($64.45B) and FBTC ($12.26B).
Harvard University’s endowment fund disclosed a $116 million position in IBIT, marking one of academia’s first formal Bitcoin exposures. Meanwhile, Bitwise’s BITB and ARKB have drawn $2–$5 billion in cumulative inflows thanks to lower fees and retail-focused transparency.
This wave of institutional re-entry highlights a structural shift: Bitcoin is no longer treated as a speculative hedge but as a regulated macro asset akin to gold, traded under the same frameworks as equities and commodities.

Technical Overview: BTC Reclaims $106K, ETF Support Becomes Price Floor

Technically, Bitcoin (BTC-USD) reclaimed the $106,000 level, with resistance at $109,671 (30-day MA) and $112,949 (60-day MA). The support band between $99,000–$95,000 remains critical. ETF-based inflows have effectively established a structural price floor, while on-chain metrics show exchange balances declining by 1.2% week-over-week, a sign of long-term accumulation.
Futures liquidations have eased sharply, and open interest across CME and Binance remains stable near $25.6 billion, reflecting orderly positioning. A breakout above $110,000 would confirm a trend reversal, potentially propelling BTC toward $120,000–$150,000 in Q1 2026.

TradingNews Verdict: BUY Bitcoin ETFs (NASDAQ:IBIT, FBTC, ARKB)

The convergence of renewed ETF inflows, structural institutional adoption, stable macro liquidity, and strengthening technicals support a BUY outlook for Bitcoin ETFs.

• IBIT: $60.19 (+2.22%) | Market Cap: $167.97B | Volume: 64.4M

• FBTC: $61.44M daily inflow | Assets: $20.58B

• GBTC: $17.24B assets post conversion | Liquidity stable

• ARKB & BITB: $1.97B–$2.33B cumulative inflows

Bitcoin’s ETF infrastructure now anchors the asset class, transforming volatility into opportunity. With institutional giants like JPMorgan, BlackRock, and Fidelity deepening exposure, and total ETF assets above $130B, Bitcoin’s next cyclical leg is being built not by retail speculation but by regulated capital inflows — a foundation likely to sustain through 2026.

Verdict: BUY (BTC-USD, NASDAQ:IBIT, FBTC, ARKB) —
Expected 12-month range: $120,000–$170,000, supported by ETF accumulation, macro liquidity recovery, and expanding cross-asset adoption.

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