U.S. spot Bitcoin ETFs recorded consecutive net inflows of $471M and $145M, breaking a multi-week redemption streak as BTC stabilizes above $70,000.
U.S. spot Bitcoin ETFs have posted back-to-back net inflows for the first time in nearly a month, signaling a potential shift in institutional sentiment after weeks of heavy redemptions.
Data from SoSo Value shows that U.S. spot Bitcoin ETFs recorded $471.1 million in net inflows on Friday, followed by $144.9 million on Monday. The consecutive positive sessions mark the first back-to-back inflows since mid-January, breaking a punishing redemption streak that began when Bitcoin fell from $98,000.
The reversal comes after one of the most brutal stretches for crypto investment products in recent memory. Bitcoin plunged from the $80,000 range to a flash-crash low near $60,000 on February 5, triggering $775 million in liquidations across the derivatives market. The selloff prompted record ETF outflows, with CoinShares reporting $1.7 billion in weekly redemptions at the peak.
Bitcoin has since recovered to the $70,000-$71,000 range, stabilizing after the volatility.
The return of inflows suggests institutional investors are viewing the correction as a buying opportunity rather than a reason to exit. The 11 U.S. spot Bitcoin ETFs still hold approximately 1.29 million BTC, down about 6% from their October peak of 1.37 million BTC, even as Bitcoin's price has fallen over 40% from its all-time high above $126,000.
This divergence between price and holdings is notable. ETF assets under management continue to show resilient demand despite the market downturn, indicating that longer-term institutional allocators are not capitulating. Analysts expect Bitcoin ETF AUM could reach $180-$220 billion by year-end 2026 if the recovery holds.
Meanwhile, capital rotation is also visible. Ethereum and XRP ETFs have quietly attracted inflows during weeks when Bitcoin funds bled, suggesting a broadening of institutional crypto exposure beyond BTC.
The sustainability of this inflow reversal will depend on whether Bitcoin can hold the $70,000 support level. A break below could trigger another wave of redemptions. Market participants are also watching the mid-February government shutdown deadline and ongoing stablecoin regulation discussions in Washington, both of which could impact broader risk sentiment. The $75,000 level has emerged as the consensus price target for end of February based on options market data.
This is a developing story. The return of ETF inflows is an encouraging sign for market stabilization, but the broader macro environment and regulatory backdrop will determine whether this marks the start of a sustained recovery or a temporary reprieve.
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