BTC-USD at $115,944 Powers Higher as Bitcoin ETF Inflows Outpace Supply by 8.9x

Bitcoin (BTC-USD) ETF Inflows Surge as Institutions Reclaim Market Leadership

BTC-USD Trades at $115,944 While ETF Holdings Hit 1.32 Million Coins

Bitcoin (BTC-USD) currently changes hands at $115,944, with a $2.3 trillion market capitalization and daily turnover above $52.4 billion. The decisive catalyst is the sharp resurgence in ETF inflows. U.S.-listed spot Bitcoin ETFs now hold 1.32 million BTC, surpassing their July record, after netting 20,685 BTC inflows last week — the strongest accumulation since July 22. With global supply growth lagging behind ETF demand, the flows represent a powerful tailwind for Bitcoin’s price action.

Fidelity FBTC Leads With $843 Million, BlackRock IBIT Extends Dominance

Among individual issuers, Fidelity’s FBTC ETF attracted $843 million last week, accounting for 36% of total ETF inflows and marking its strongest week in 18 months. BlackRock’s IBIT remains the largest ETF, with assets closing in on $82 billion, while Bitwise’s BITB secured new approvals for managed account distribution, expanding its institutional reach to over 10,000 wealth managers. Collectively, U.S. Bitcoin ETF inflows totaled $2.34 billion across all issuers, reinforcing Wall Street’s conviction in BTC as a long-term allocation.

ETF Inflows Outpace Bitcoin Supply Growth by 8.9x

K33 Research reports that ETF inflows surpassed new Bitcoin supply by a factor of 8.93 times last week. Over the last 30 days, institutions absorbed 22,853 BTC, well above the newly mined supply of 14,056 BTC. This supply imbalance underscores the price resilience near $115,000–$117,000, as inflows directly tighten exchange liquidity and increase scarcity. Historically, such divergences between ETF demand and supply have preceded major rallies.

Ethereum ETF Rotation Reverses as BTC Reclaims Dominance

For much of August, capital rotated into Ethereum ETFs, which absorbed $3.87 billion, while Bitcoin products faced $751 million outflows. That dynamic has reversed. In September, Bitcoin ETFs captured $3.14 billion already, compared with just $148 million for Ethereum. Last week alone, BTC ETF inflows topped $2.4 billion, compared to $646 million for ETH ETFs. Analysts interpret this as a “re-rotation” of institutional flows, re-establishing Bitcoin’s primacy as the benchmark asset.

Trading Volume and AUM Show Structural Growth in Bitcoin ETFs

Total value traded in Bitcoin ETFs recently hit $3.03 billion daily, with net assets now pegged at $151.72 billion. According to Ecoinometrics, two U.S. Bitcoin ETFs are now ranked among the world’s top 100 ETFs by assets under management, collectively holding more than $110 billion. BlackRock’s IBIT is now approaching SPDR Gold Shares (GLD) in size, a striking sign that Bitcoin is becoming a mainstream institutional hedge asset rivaling gold.

Fed Policy and Macro Environment Boost ETF Appetite

The Federal Reserve’s September 2025 rate cut of 25 basis points has accelerated institutional allocations. With inflation softening to just above 3.1% and risk appetite broadening, asset managers are rotating capital into growth and alternative hedges. ETFs serve as the regulated vehicle for that exposure. Analysts at Bitwise highlight that ETF flows now explain the highest-ever share of Bitcoin’s price performance, linking macro liquidity directly to BTC demand.

Volatility Near Multi-Year Lows Despite Massive Inflows

Despite the surge in ETF buying, volatility remains compressed. Seven-day realized volatility fell below 0.7%, marking 11 straight days under 1.3%, the second-longest low-volatility stretch of 2025. Implied volatility also trades at multi-year lows. This disconnect between record inflows and muted price action reflects hedging activity in the options market and subdued offshore leverage. Market participants note that the low volatility environment could precede a sharp breakout once the current range resolves.

Institutional Adoption Expands With Managed Accounts and Banks

Beyond raw inflows, adoption channels are widening. Bitwise confirmed that one of America’s largest banks — with over $1 trillion in assets — has onboarded its BITB ETF into its asset management lineup. This expands Bitcoin access to tens of thousands of brokers and wealth managers. As a result, institutional penetration is now deeper than at any prior point since ETF approval, with total ETF inflows in 2025 already exceeding $22 billion year-to-date.

Final View: Bitcoin (BTC-USD) ETF Momentum Signals Accumulation Phase

With $115,944 price, ETF holdings at 1.32 million BTC, and inflows outpacing new supply nearly 9-to-1, Bitcoin is positioned for sustained institutional accumulation. Volatility suppression may delay short-term upside, but structural ETF demand provides a powerful base for further appreciation.

Verdict: BUY BTC-USD via ETFs on institutional inflows, targeting $125,000–$135,000 near term.

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