Bitcoin ETF Inflows Top $2.3B as BTC-USD Price Nears $118K Resistance

Bitcoin (BTC-USD) ETFs Post $2.3 Billion Weekly Inflows, Strongest Since June

Spot Bitcoin ETFs in the U.S. recorded $2.3 billion in net inflows during the week of September 8–12, the biggest weekly tally in three months. Leading the surge was BlackRock’s iShares Bitcoin Trust (IBIT), which added over $1 billion. Fidelity’s Wise Origin Bitcoin Fund (FBTC) secured nearly $850 million, while Ark Invest’s ARKB pulled in $181.7 million. Together, the three managers absorbed over $2 billion, confirming that institutional demand is consolidating around the largest issuers.

Daily Flows Highlight Structural Demand for Bitcoin Exposure

Capital flows into Bitcoin ETFs showed remarkable consistency throughout the week. Monday saw $364 million, Tuesday slowed to $23 million, then Wednesday exploded with $742 million in a single session. Thursday contributed $553 million, and Friday closed with $642 million. This sustained accumulation pattern is the most significant since mid-July, indicating institutions are not simply speculating but strategically allocating.

ETF Holdings Reach 6.6% of Bitcoin Market Cap

The combined net asset value of Bitcoin ETFs now sits at $151.72 billion, representing 6.6% of Bitcoin’s $2.3 trillion market capitalization. Lifetime cumulative inflows into Bitcoin products stand at $57.09 billion. BlackRock’s IBIT dominates with $60.04 billion in historical inflows, while Fidelity’s FBTC has built $12.63 billion. Bitwise’s BITB registered $18.8 million in outflows during the week, but its total net inflows remain positive at $2.33 billion.

Federal Reserve Rate Cuts Provide the Key Macro Catalyst

The CME FedWatch Tool shows a 96% probability of a 25 bps rate cut at the September 17 FOMC meeting, with markets speculating whether the Fed will go further. Lower rates weaken the U.S. dollar, improve liquidity conditions, and drive demand for risk assets. For Bitcoin ETFs, which rely on institutional appetite, dovish monetary policy is a direct tailwind. Any confirmation of an easing cycle into 2026 could keep inflows strong and send BTC-USD toward $124,500, its all-time high.

BTC-USD Price Action Battles Resistance at $118,000

Bitcoin is consolidating around $115,300, recovering nearly 9% from the September 1 low of $107,270. The critical zone lies between $117,500–$118,000, where liquidation data shows heavy supply and stop clusters. Breaking this resistance could unleash momentum toward $124,500, while rejection risks a pullback to $110,000–$112,000. Despite the challenge, Bitcoin remains up 90% year-over-year and continues to outperform 93 of the top 100 cryptocurrencies, supported by trading above its 200-day moving average.

Strategic Reserves and ETF Holdings Expand by 30% in 2025

Bitcoin ETF and corporate treasury holdings have surged from 2.24 million BTC in January to 2.88 million BTC in September, a 30% increase year-to-date. This means that nearly 14% of Bitcoin’s circulating supply is now locked in institutional vehicles, reducing exchange liquidity and magnifying price reactions to incremental demand. This structural consolidation has shifted market dynamics, embedding ETFs as a core driver of Bitcoin’s valuation.

Ethereum ETFs Join the Rally but Remain Smaller in Scale

Ethereum ETFs also attracted significant inflows, led by BlackRock’s ETHA with $363.2 million in a single day, lifting its AUM to $17.09 billion. Fidelity’s FETH saw $13.5 million outflows, but overall ETH products gained $646 million over four days. Despite this rebound, Ethereum ETF flows remain far smaller than Bitcoin’s, which captured $2.4 billion last week alone. BTC retains dominance in the ETF flow race, though ETH’s rebound highlights a growing diversification trend.

Whale Accumulation Reinforces Institutional Confidence

Glassnode data shows a rise in wallets holding 10,000+ BTC, while on-chain reserves tracked by BitcoinTreasuries.NET confirm that ETF and treasury holdings together now control nearly 2.9 million BTC. Bitcoin has delivered 15 green days in the past 30, reflecting sustained demand even as it stalls near resistance. Open interest on CME Bitcoin futures has climbed alongside ETF inflows, showing that hedge funds and macro desks are using multiple instruments to gain exposure.

Institutional Flows Drive Sentiment and Market Leadership

CoinShares reported that digital asset funds attracted $3.3 billion in inflows last week, the largest since July. Of that, Bitcoin accounted for $2.4 billion, confirming its status as the primary magnet for institutional capital. Analysts note that ETFs are no longer just a convenient wrapper but the main channel through which large pools of money gain exposure to Bitcoin. This trend underpins the long-term bullish case, especially as treasuries and ETF managers accumulate a greater share of supply.

Verdict on Bitcoin ETF Inflows and BTC-USD Outlook

With $2.3 billion in weekly inflows, $151.7 billion ETF NAV, and 30% growth in reserves this year, Bitcoin has entered a new phase of institutional adoption. BTC-USD at $115,300 faces resistance at $118,000, but a dovish Fed could drive a breakout toward $124,500. If rate cuts extend into 2026, ETF inflows are positioned to sustain momentum, tightening supply further. Based on the inflow surge, treasury accumulation, and macro backdrop, Bitcoin remains a Buy, with ETFs now the dominant vehicle accelerating price discovery.

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