'Institutional conviction is back': Bitcoin ETFs post longest inflow streak in five months
Spot bitcoin (BTC) exchange-traded funds in the U.S. posted another day of net inflows on Tuesday, extending their positive streak to seven days. This is the longest uninterrupted inflow cycle since October 2025.
According to bitcoin funds reported a daily net inflow of $199.4 million, led by the $169 million inflows into BlackRock's IBIT. Fidelity's FBTC saw $24.4 million in inflows, and funds from Ark & 21Shares and VanEck also reported net inflows yesterday.
With Tuesday's inflows, spot bitcoin ETFs have attracted about $1.17 billion in the past seven trading days. The funds are on track for a fourth consecutive week of net inflows, the longest weekly inflow streak since September.
"Institutional conviction is back. Seven straight days of inflows, nearly $1 billion over six of those days alone, tells you this isn't reactionary buying," said Rachael Lucas, crypto analyst at BTC Markets. "These are considered allocations from entities that don't move quickly or carelessly."
Structural demand
Lucas told The Block that this demand is structural, with buyers holding long-term mandates rather than trading the news cycle. This has helped bitcoin maintain a stable price range after a 15% appreciation despite ongoing geopolitical instability.
"When that kind of bid is in the market, supply gets absorbed on every dip, and price tends to hold even when broader risk sentiment is shaky," Lucas explained.
Spot Ethereum ETFs also reported $138.3 million in net inflows on Tuesday, marking their sixth consecutive day of positive flows. Solana ETFs recorded $17.8 million in inflows, and XRP ETFs logged $4.6 million in inflows.
The announcement
Meanwhile, the Securities and Exchange Commission and the Commodity Futures Trading Commission released a 68-page guidance on Tuesday declaring most cryptocurrencies as non-securities.
The announcement, widely viewed as a watershed moment for the industry, marks a departure from the Gensler-era SEC policy that sought to classify certain assets, such as XRP, as securities.
BTC Markets analyst Lucas said this clarity is expected to accelerate institutional allocations that have remained on the sidelines.
"Compliance teams at asset managers and banks have had 'regulatory uncertainty' as the primary blocker for crypto exposure. That objection just got significantly harder to sustain," Lucas said. "[The guidance] gives institutional due diligence teams a coherent framework to work from. That alone removes friction."
The analyst said this clarification will open the door to a broader range of crypto ETF products involving a wider variety of altcoins, leading to deeper market participation over the longer term.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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