Bitcoin ETF Inflows Top $3 Billion as Institutions Accelerate Accumulation
BlackRock’s IBIT, Fidelity, and Bitwise Lead Historic Run While Altcoin ETFs Gain Momentum | That's TradingNEWS
Institutional Capital Floods In: 13-Day Bitcoin ETF Streak Adds $2.9B
Bitcoin ETFs in the U.S. have just locked in 13 straight days of inflows, raking in over $2.9 billion—their longest uninterrupted run since December 2024. Despite BTC-USD hovering around $107,374, up marginally by 0.4%, funds are pouring in at a pace that defies price action. On Tuesday alone, the market saw its largest single-day inflow in June: $588.6 million.
This isn't a retail-driven rally. Instead, it's long-only institutional demand, funneled through over-the-counter (OTC) desks to avoid impacting spot markets. Short-term holders are exiting, evidenced by on-chain data showing a significant decline in coins held for less than 155 days. The result: a market quietly but decisively shifting into the hands of long-horizon investors.
BlackRock’s IBIT Becomes a Juggernaut: $13.7B in YTD Flows
The IBIT ETF, BlackRock’s flagship Bitcoin spot product, has climbed to the #4 position among all U.S. ETFs by 2025 year-to-date inflows—up from 47th just three months ago. It now sits behind only SGOV ($19.7B), VTI ($19.3B), and VOO ($82B). IBIT’s 2025 inflows total a staggering $13.7 billion.
Between June 4 and June 20, IBIT alone added over $2.6 billion, with massive single-day flows like $639.2 million on June 17, $336.7 million on June 10, and $288.3 million on June 12. Its dominance extended across nine consecutive days of inflows, while rivals like Fidelity’s FBTC, Bitwise’s BITB, and Ark’s ARKB faced stagnation or minor outflows.
Gold ETF Exodus Highlights Rotation Into BTC
According to Standard Chartered, Bitcoin ETFs in the U.S. have outgained their gold counterparts by over $4 billion—a gap last seen during the 2024 U.S. presidential election week. While BTC funds saw $3 billion in inflows, gold ETFs recorded $1 billion in outflows over the same five-day window.
The narrative of Bitcoin as a superior macro hedge is gaining traction. Institutional portfolios are rotating out of low-yielding assets and into digital inflation hedges like BTC-USD, signaling a structural reallocation.
Dogecoin, Aptos, and Solana Filings Hint at Altcoin ETF Boom
Bitwise has revised filings for Dogecoin and Aptos spot ETFs, signaling growing alignment between issuers and the U.S. Securities and Exchange Commission (SEC). Bloomberg’s Eric Balchunas now assigns over 95% probability to ETF approvals for Solana, XRP, and Litecoin, with Dogecoin following closely at 90%.
The Invesco Galaxy Solana ETF and the Canary Pudgy Penguins ETF were also added to the regulatory queue, further underscoring that crypto market structure is evolving fast. With improved dialogue between fund managers and regulators, approval timelines are expected to shrink materially.
On-Chain Trends Confirm Institutional Accumulation
Recent data confirms that short-term holders are exiting—Bitcoin held for under 155 days is declining sharply. This exodus is allowing OTC-fueled ETF flows to dominate without triggering price spikes, as shown by volume stability around $107,147–$108,000.
Moreover, Arkham Intelligence estimates that BlackRock's total crypto ETF assets have now exceeded $72 billion, with IBIT and ETHA leading flows. That makes IBIT not only a market leader in its class—but a primary vehicle for Bitcoin's institutional absorption.
Market Implications and Strategic Verdict: BTC-USD Is a BUY
The current setup—a blend of steady price action, rising inflows, shrinking retail supply, and bullish regulatory signals—represents a rare asymmetric opportunity. Bitcoin ETFs are attracting real capital, not just speculative bets. With 13 days of inflows, $588.6M single-day highs, and $13.7B YTD into IBIT, the conviction is deep.
BTC-USD consolidating near $107K with volume cooling suggests strong hands are accumulating, not chasing. Combined with expected altcoin ETF tailwinds and a collapsing correlation with gold, Bitcoin now functions as the primary risk-adjusted macro hedge.
Verdict: BTC-USD is a BUY. The base case targets a return above $111,980, with upside extending toward $120,000+ should ETF flows and regulatory approvals persist into Q3–Q4 2025.
