Bitcoin ETF Inflows Top $2.3B as BTC-USD Trades Above $115K

Bitcoin ETF Inflows Top $2.3B as BTC-USD Trades Above $115K

BlackRock and Fidelity lead massive inflows while institutions grow holdings to 12.3% of supply, keeping Bitcoin on track for $120K targets | That's TradingNEWS

TradingNEWS Archive 9/15/2025 10:22:06 PM
Crypto BTC/USD BTC USD ETF

Bitcoin ETF Inflows Cross $2.3 Billion in One Week

Spot Bitcoin ETFs attracted $2.32 billion between September 8 and September 12, the heaviest inflows since mid-July. Buying pressure accelerated midweek: $364 million on Monday, $23 million Tuesday, $741 million Wednesday, $553 million Thursday, and $642 million Friday. BlackRock’s iShares Bitcoin Trust (IBIT) absorbed over $1 billion, Fidelity’s Wise Origin Bitcoin Fund (FBTC) collected $850 million, and Ark’s ARKB plus Bitwise ETFs captured meaningful inflows. This was nearly ten times stronger than early September when outflows dominated.

BTC-USD Holds Above $115,000 With Technical Support

Bitcoin (BTC-USD) rebounded from $112,000 on September 8 to $115,771 by September 15, a weekly rise of 3.5%. The 50-day exponential moving average at $114,500 has become the key support zone. Remaining above this level opens a path to $118,000–$120,000. A drop below risks testing $108,000 and the 200-day EMA. Market dominance stands at 58.02% and daily turnover exceeds $51 billion, underscoring ETF inflows as a stabilizing force on BTC’s price structure.

Institutions Expand Bitcoin Holdings to 12.3% of Supply

Funds, public companies, and treasuries now control 12.3% of Bitcoin’s circulating supply, up from 7.3% a year ago, representing more than 1.5 million BTC. MicroStrategy remains the single largest holder with 638,460 BTC, surpassing the reserves of several nation-states. Capital Group scaled its Bitcoin exposure from $1 billion to $6 billion this year, while JPMorgan began accepting Bitcoin ETF shares as collateral and partnered with Coinbase to integrate BTC payments into Chase credit cards.

 

 

Federal Reserve Rate Cut Bets Drive ETF Appetite

Markets are pricing an 88% probability of a 25bps rate cut from the Federal Reserve this week. Historically, Bitcoin’s performance lags gold by about three months in easing cycles, meaning gold’s rally could provide tailwinds for BTC in Q4. Still, U.S. equities remain overheated, and recession risks could temper bullish momentum. ETF inflows are creating a structural demand floor that helps offset macro uncertainties.

Ethereum and Solana ETFs Record Parallel Gains

Ethereum (ETH-USD) ETFs brought in $646 million last week, ending a period of sustained outflows, while ETH gained 4.6% to $4,500. Solana (SOL-USD) ETFs registered their largest daily inflow on record, $145 million on Friday, totaling $198 million for the week. That drove SOL from $214 to $239, an 11.6% weekly surge. Bitcoin continues to lead inflows with $2.4 billion, but the rising activity in Ethereum and Solana ETFs shows institutions are broadening their crypto allocations.

Altcoin Allocations Pose Risks to Treasuries

While Bitcoin dominates institutional portfolios, some corporate treasuries testing altcoin exposure have underperformed. Executives such as David Bailey of Nakamoto warn that overreliance on weak altcoins risks damaging balance sheets. The narrative remains clear: Bitcoin is the institutional reserve anchor, while altcoin allocations remain speculative and volatile.

Buy, Sell, or Hold Verdict on Bitcoin

ETF inflows are the new foundation of Bitcoin demand. With $2.3 billion absorbed in one week, institutional ownership rising to 12.3% of supply, and ETF wrappers cementing access, the structure favors bulls. Technical resilience above $114,500 strengthens the case for near-term targets of $120,000. Combined with policy easing and structural demand, Bitcoin holds a Buy rating with medium-term upside toward $125,000–$130,000.

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