Bitcoin ETF attracts $750 million in a single day, institutional funds flow back highlighting demand recovery

On January 14, news reports indicate that U.S. spot Bitcoin ETFs have experienced the strongest capital inflow in three months. Data shows that related products saw a single-day net inflow of approximately $750 million, reaching a new high since early October 2025, indicating that after the end-of-year asset allocation adjustments, institutional investors’ demand for Bitcoin ETFs is clearly rebounding.

According to publicly available statistics, multiple U.S. spot Bitcoin ETFs recorded large net subscriptions on Tuesday, with products under Fidelity and Bitwise performing particularly well. BlackRock-related ETFs also saw significant inflows. Overall, this round of Bitcoin ETF capital inflows is widespread and not concentrated in a single product, reflecting a systematic reallocation behavior at the institutional level.

Nick Ruck, Research Director at LVRG Research, pointed out that ETF capital reflows are often seen as an important indicator of the revival of institutional demand. After experiencing cautious sentiment and de-risking at the end of 2025, investors are gradually reallocating into digital assets, especially U.S. spot Bitcoin ETFs known for compliance and low operational barriers.

Meanwhile, Ethereum ETFs also recorded positive capital inflows, totaling about $130 million in one day, indicating that mainstream cryptocurrencies are receiving overall attention. Vincent Liu, Chief Investment Officer at Kronos Research, believes that capital movements are closely related to macroeconomic improvements. The latest U.S. Consumer Price Index shows inflation continuing to decline, reinforcing market expectations of a shift in monetary policy within the year, which is favorable for risk assets including Bitcoin.

Additionally, progress in the U.S. Senate’s review of the cryptocurrency market structure bill has somewhat improved policy expectations. Overall, the regulatory framework is gradually becoming clearer, helping to boost institutional confidence in entering the crypto market.

In terms of price, Bitcoin has risen about 3% in the past 24 hours, trading above $94,000; Ethereum’s gains exceeded 6% during the same period. Liu pointed out that this round of gains is more driven by spot demand, with the amount of Bitcoin absorbed by ETFs significantly higher than new supply from miners, forming a medium-term structural positive.

Overall, the large-scale capital inflow into Bitcoin ETFs, combined with marginal improvements in macroeconomic and regulatory environments, indicates that the market is gradually recovering from the previous adjustment phase, with institutional strength once again becoming a key support factor for the crypto market in 2026.