BlackRock’s IBIT ETF Drives $448 Million Bitcoin ETF Inflows as BTC-USD Holds Near $113,000 Ahead of Fed Cut

IBIT Leads Record Bitcoin ETF Inflows as BTC-USD Holds $113,000 Ahead of Fed Decision

Bitcoin ETF markets recorded one of their strongest accumulation phases in 2025, led by BlackRock’s iShares Bitcoin Trust (IBIT), which added $59.6 million on October 28 and $448 million over six days. This surge marked Bitcoin’s fourth straight day of institutional inflows, bringing total cumulative ETF inflows to $62.34 billion, equivalent to 6.88% of total BTC supply. With total ETF assets now near $154.81 billion, IBIT remains the dominant force driving Bitcoin’s liquidity. Fidelity’s FBTC added $67.05 million, while Ark & 21Shares’ ARKB brought $75.84 million, highlighting synchronized accumulation ahead of the Fed’s expected 25 bps rate cut.

BTC-USD Steadies Above $113,000 as Institutional Support Anchors Market

Bitcoin trades near $113,110, down 1.2% in 24 hours, yet maintaining resilience as global crypto market capitalization holds at $4.05 trillion with BTC dominance at 59%. Despite minor volatility, ETF inflows continue to offset speculative liquidations. The Fear & Greed Index sits at 51 (Neutral), reflecting equilibrium between profit-taking and new institutional positioning. Traders now view $110,000–$111,000 as a key demand zone that institutions are defending aggressively.

Ethereum ETFs Reverse Outflows with $246 Million Inflows and Renewed Confidence

Ethereum ETFs broke a two-week losing streak with $246 million in inflows, signaling a decisive reversal of sentiment. Fidelity’s FETH led with $99.3 million, BlackRock’s ETHA added $76.3 million, and Grayscale’s ETHE drew $73 million. Ethereum ETF assets now total $27.66 billion, representing 5.76% of circulating ETH supply. The return of inflows comes as Layer-2 adoption and staking yields above 4.2% regain investor favor, supporting ETH around $3,920 despite broader market softness.

Solana ETF Makes Historic Debut With $288.9 Million AUM and 7.3% Staking Yield

The Bitwise Solana Staking ETF (BSOL) set a new U.S. record with $288.9 million in AUM and $69.4 million first-day volume. Offering a 7.3% staking APY, BSOL immediately attracted institutional demand, while Grayscale’s GSOL followed, marking the start of competition in Layer-1 ETF products. Analysts from JPMorgan forecast $3–6 billion inflows into Solana ETFs within their first year, while Bitget expects the upper range near $6 billion if momentum continues. Solana’s ETF breakthrough confirms investor appetite for diversified crypto exposure beyond Bitcoin and Ethereum.

BlackRock’s $13.5 Trillion Influence Shapes Crypto ETF Flows

With $13.5 trillion AUM, BlackRock (NYSE:BLK) remains the dominant force in ETF liquidity. Its IBIT fund alone attracted $28.1 billion YTD inflows, the only spot Bitcoin ETF with consistent positive flows in 2025. Without IBIT, total Bitcoin ETFs would show a $1.27 billion net outflow, underlining BlackRock’s control over institutional momentum. Analysts caution that the absence of BlackRock in upcoming Solana and XRP ETF issuances may limit overall inflow potential despite strong first-week enthusiasm.

Macro Drivers: Fed Rate Cut, 10–2 Split, and Trump-Powell Tensions

Markets widely expect a 25-basis-point cut bringing the Fed’s target range to 3.75–4.00%, with a 10–2 vote split exposing internal division. A dovish tone from Jerome Powell could reignite risk appetite across digital assets, while a hawkish surprise may briefly pull BTC-USD toward $110,000 before ETF demand stabilizes prices. Political pressure also intensifies as Trump’s renewed criticism of Powell stirs volatility in Treasury yields and risk assets. The broader outlook suggests monetary easing could sustain liquidity inflows into crypto ETFs through early 2026.

Market Reset: $506 Million Liquidated, Funding Rates Turn Negative

Over $506 million in leveraged positions were liquidated within 24 hours, marking the largest futures flush since September. Funding rates on perpetual contracts turned negative, a technical sign of leveraged cooling rather than structural weakness. According to Kronos Research, institutional desks are exploiting the correction to reload positions, viewing it as a “healthy shakeout.” Long exposure in CME futures increased, indicating that professional traders continue to accumulate BTC despite near-term volatility.

Intermarket Rotation: Bitcoin ETFs Anchor Capital While Altcoins Regain Ground

Institutional allocation patterns show Bitcoin as the anchor of ETF flows, while Ethereum and Solana ETFs attract secondary inflows. Bitcoin’s structure remains the benchmark for institutional liquidity, accounting for over 80% of all crypto ETF volume. Analysts expect ETF-driven demand to expand total market capitalization beyond $4.3 trillion once the Fed confirms its dovish pivot. This multi-asset rotation phase mirrors 2024’s Q1 cycle, where Bitcoin rose 28% post-reset before new all-time highs.

TradingNews.com Verdict: BUY (Bullish Bias While Above $110,000)

Bitcoin’s momentum is being defined by institutional accumulation, anchored by BlackRock’s IBIT ETF and supported by Fidelity’s FBTC and ARKB inflows. As long as BTC-USD holds above $110,000, the structure remains bullish with immediate upside targets at $118,000–$122,000, and extended potential toward $130,000 if Fed guidance confirms easing and IBIT maintains weekly inflows above $400 million. Ethereum’s inflow rebound and Solana’s ETF launch reinforce long-term bullish sentiment across the crypto ETF landscape.

Verdict: BUY — Institutional inflows led by IBIT sustain bullish momentum; target $118,000–$122,000, upside $130,000 with continued ETF demand.

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