Bitcoin ETF Inflows Surge to $501M As BTC Targets $116K Breakout

Bitcoin ETF Inflows Fuel A Surge In Institutional Accumulation As Whales Retreat

BlackRock’s IBIT Dominance Reshapes ETF Landscape

Since the beginning of April 2025, spot Bitcoin ETFs—excluding Grayscale’s GBTC—have amassed an astonishing 124,000 BTC in additional assets, reaching a total of 1,056,000 BTC under management. Leading this aggressive accumulation is BlackRock’s IBIT, accounting for 118,000 BTC of the inflow. With $501 million in new capital added on June 27 alone, the ETF inflow streak now extends to 14 consecutive sessions, signaling continued conviction from institutions.

In fact, IBIT alone has drawn over $1.3 billion in just the past week, pushing its total assets to $77.7 billion. It is now the fourth-largest ETF in the U.S. by year-to-date inflows, eclipsing even legacy funds like SPDR’s S&P 500 ETF. Its rapid growth has redefined BlackRock’s ETF hierarchy—IBIT now generates $186M annually, overtaking the firm’s previous flagship, IVV, which generates $183M despite 10x the assets.

ETF Allocation Now Equals Over 6.25% Of Bitcoin’s Total Market Cap

The 12 U.S.-listed spot Bitcoin ETFs collectively hold $133.17 billion in net assets, which now represents over 6.25% of Bitcoin’s total market cap. This is a historic level of institutional embeddedness in a decentralized asset. Volume on June 27 reached $2.70 billion, with ETF net flows reaching $2.22 billion between June 23 and June 27—their best 5-day inflow streak since May 23.

Top daily inflows:

• Fidelity’s FBTC: $165.52M

• BlackRock’s IBIT: $152.95M

• Ark 21Shares’ ARKB: $150.25M

Smaller but consistent allocations came from Bitwise’s BITB ($11.63M), Vaneck’s HODL ($6.05M), Invesco’s BTCO ($3.73M), and Franklin’s EZBC ($3.09M).

Ethereum ETFs Join The Party With $283M Inflows

While Bitcoin ETFs dominated the headlines, Ether-based ETFs also recorded $283 million in inflows during the same week. BlackRock’s ETHA led with $48.10 million, followed by Fidelity’s FETH at $28.86 million. Overall net assets for ETH ETFs rose to $9.88 billion, signaling renewed institutional appetite after a period of sideways trading.

Bitcoin Price Stability Amid Selling From Long-Term Holders And Whales

Despite ETF inflows, Bitcoin (BTC-USD) has remained relatively flat, hovering between $100,000 and $110,000. The muted price response is explained by persistent selling pressure from long-term holders and whales. Analysts estimate that over 21,030 BTC have been purchased by ETFs in the past week alone, yet much of this is absorbed by whale profit-taking, especially from those holding >10,000 BTC.

Wallets with over 1,000 BTC dropped from 2,114 to 2,008 by the end of May. Meanwhile, medium-term holders (6 months) are increasing exposure while 2+ year holders continue to offload—indicating rotation in investor base.

OTC Trading And Exchange Liquidity Dynamics

OTC desks have become a major avenue for large Bitcoin trades, with experts noting that Bitcoin reserves on OTC desks and centralized exchanges are down 20–30% since January 2024. This thinning supply sets the stage for explosive upside once whale selling eases. The absence of immediate order book impact due to OTC execution also explains the price stability despite massive ETF accumulation.

Derivatives Traders Hedge Aggressively As Spot Inflows Persist

Short interest in BTC derivatives has surged over the past week, with traders hedging potential volatility. Despite rising shorts, the open interest to market cap ratio has declined from December 2024 highs, indicating cooling leverage and healthier market dynamics. The decline in speculative excess strengthens the case for a long-term bullish setup driven by real asset allocation rather than froth.

On-Chain Indicators Reinforce Bullish Structure

Data from CryptoQuant shows the long/short-term holder ratio has returned to levels last seen during the $60K and $100K phases in previous bull cycles. This tightening of supply in strong hands, combined with falling exchange balances and a rising ETF bid, creates a structurally bullish environment.

ETF issuers like BlackRock and Fidelity now act as passive vacuum cleaners for BTC supply, dramatically altering market dynamics. The technical indicators on TradingView rate Bitcoin as a ‘strong buy,’ with only minor resistance at $110,000. Oscillators and moving averages support a potential surge toward $116,000, and possibly beyond.

Institutional Option Flow Signals Hidden Demand

Options data reveals elevated call option activity ($44.22M net open interest delta), implying that market makers are buying underlying assets—i.e., ETFs—to hedge. This buying pressure often precedes aggressive rallies. Historically, similar option setups preceded Bitcoin’s rallies above $64K and $100K.

Verdict: BTC-USD Is A Strong Buy With 30–60% Near-Term Upside Potential

With ETF holdings likely to exceed 1.18M BTC by September, and the largest players—$IBIT, $FBTC, and $ARKB—continuing to drive demand, the current price zone below $110,000 looks undervalued. The supply squeeze, growing regulatory clarity, and sharply rising institutional allocation all point toward a breakout scenario.

BTC-USD is a Strong Buy. Near-term technical targets sit at $116,000, with structural upside to $130,000–$150,000 in Q3–Q4 2025. The 14-day ETF inflow streak is no anomaly—it is the clearest signal of confidence Bitcoin has seen since the post-halving rally of 2021. The next all-time high is no longer a question of “if”—but “when.”

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