Lucía Peña
On Monday, U.S.-listed spot Bitcoin ETFs recorded a combined $381.4 million in net inflows, the highest single-day total since January 30. This surge in investment occurred as Bitcoin remained strong, briefly surpassing the $88,000 level multiple times, even as U.S. equities and the dollar faced sharp declines.
ARKB Leads the Charge, Fidelity and Bitwise Follow
Among the 12 spot BTC ETFs, ARK Invest and 21Shares’ ARKB stood out by attracting $116.1 million, leading all peers in daily inflows, according to SoSoValue. Fidelity’s FBTC secured the second-highest inflows at $87.6 million, while Bitwise’s BITB added $45.1 million. BlackRock’s IBIT, the largest fund by net assets, saw $41.6 million in fresh capital.
Overall, trading volumes for Bitcoin ETFs hit $3.75 billion on Monday, more than doubling from Thursday’s $1.55 billion, showing a clear resurgence in demand during uncertain macro conditions.
Market Uncertainty Boosts Bitcoin’s Appeal
The influx into Bitcoin ETFs coincided with heightened volatility in traditional financial markets. The U.S. dollar index (DXY) dropped to a three-year low, amid deadlocked global trade discussions and renewed political pressure from former President Donald Trump, who called for preemptive interest rate cuts and criticized Federal Reserve Chair Jerome Powell.
“Trump’s rhetoric appears to be eroding confidence in the dollar,” said Peter Chung, head of research at Presto Research. “As equities, bonds, and the dollar slide, we’re seeing capital rotate into assets like gold and BTC, which are increasingly viewed as alternative hedges,” he added.
Chung also noted that the U.S. share of global GDP has halved since World War II, a structural factor prompting investors to diversify away from dollar-denominated assets.
Bitcoin Climbs as Ether ETFs See Redemptions
While BTC gained 0.76% in the last 24 hours, reaching $88,176, Ethereum (ETH) prices fell by 4% to $1,581. Reflecting this disparity, spot Ethereum ETFs reported $25.4 million in net outflows on the same day — highlighting shifting investor preference toward BTC amid ongoing macroeconomic uncertainty.
