TLDR
- Bitcoin ETFs drew $1.7B in three days, reversing early January outflows.
- BlackRock’s IBIT led with $648M, Fidelity’s FBTC added $125.4M.
- Bitcoin rose above $97K as Fear & Greed Index entered “greed.”
- January ETF inflows reached $1.5B across nine trading days.
Bitcoin exchange-traded funds (ETFs) recorded a powerful recovery this week, attracting over $1.7 billion in inflows within three consecutive trading days. The surge coincided with Bitcoin revisiting two-month highs above $97,000 and renewed investor optimism, marking the strongest capital inflow streak of 2026 so far.
BlackRock and Fidelity Drive Major Inflows
According to data from SoSoValue, Wednesday’s spot Bitcoin ETF inflows totaled $843.6 million, representing the year’s largest single-day inflows. The strong performance helped offset early January outflows of about $1.4 billion recorded between Jan. 6 and 9.
BlackRock’s iShares Bitcoin ETF (IBIT) led the surge with $648 million in new inflows, consolidating its position as the largest U.S. Bitcoin ETF by net assets. Fidelity’s Wise Origin Bitcoin Fund (FBTC) followed with $125.4 million, while ARK 21Shares Bitcoin ETF (ARKB) brought in about $30 million. Bitwise Bitcoin ETF (BITB) added $10.6 million, reflecting broader institutional participation across major issuers.
Analysts noted that renewed inflows reflect a return of risk appetite among investors after a cautious start to the year, as capital returns to digital assets amid stable macro conditions.
Bitcoin Price Breaks Past Two-Month High
The renewed institutional demand coincided with Bitcoin’s price rally above $97,000 for the first time since mid-November. Data from Coinbase showed Bitcoin briefly touching $97,957 before stabilizing at $96,642 at the time of writing.
The price momentum pushed the Crypto Fear & Greed Index to 61 on Wednesday, moving into “greed” territory for the first time since October. This reflects growing market confidence after several weeks of sideways trading and net outflows from spot ETFs.
“ETF inflows represent a resurgence of institutional demand, signaling investors are reallocating capital after year-end caution,” analysts from SoSoValue commented in their report.
January Marks Strong Recovery for Spot Bitcoin ETFs
Spot Bitcoin ETFs have now attracted $1.5 billion in net inflows across nine trading days in January alone. The reversal suggests renewed momentum for U.S.-listed Bitcoin products following a volatile start to 2026.
Tuesday’s $754 million inflows were the largest since Oct. 7, when spot Bitcoin ETFs recorded $875.6 million in a single day. Cumulative data from Farside shows a steady increase in flows toward major funds as investors seek exposure to Bitcoin through regulated vehicles.
ETF issuers, including BlackRock, Fidelity, and ARK Invest, have consistently expanded market reach through institutional distribution channels, helping to broaden access to digital asset investment products in the U.S.
Outlook for 2026 ETF Momentum
The ongoing capital inflow trend underscores the growing integration of Bitcoin into traditional investment frameworks. Market participants are closely watching whether ETF momentum sustains as macro conditions stabilize and regulatory clarity improves.
With spot Bitcoin ETF assets expanding rapidly since launch, industry analysts suggest continued flows could support price stability and liquidity as institutional adoption deepens through regulated markets.
At the time of writing, Bitcoin was trading at $96,642 with a market capitalization of approximately $1.9 trillion and 24-hour trading volume of $38.6 billion.





