US spot Bitcoin exchange-traded funds recorded their largest single-day net inflows in more than three months on Tuesday, signalling a renewed wave of institutional demand as investors move back into digital assets after year-end portfolio adjustments.
Data from Farside Investors shows that spot Bitcoin ETFs pulled in $753.7 million in net inflows on Tuesday, the strongest daily figure since Oct. 7, 2025. The sharp surge marks a decisive shift after weeks of volatile and largely negative flows that dominated late November and December.
Fidelity’s Wise Origin Bitcoin Fund led the charge, attracting $351.4 million in fresh capital. Bitwise’s BITB followed with $159.4 million, while BlackRock’s iShares Bitcoin Trust added $126.3 million. ARK Invest’s ARKB also recorded solid inflows of $84.9 million. Smaller funds, including HODL and BTCW, posted modest gains, underscoring broad-based participation rather than demand concentrated in a single product.
The turnaround is particularly notable given the persistent outflows seen earlier this month. Between Jan. 7 and Jan. 9, spot Bitcoin ETFs shed more than $1.1 billion in net flows, reflecting investor caution and profit-taking at the start of the year.
Ethereum ETFs also turn positive
The renewed appetite for crypto exposure extended beyond Bitcoin. US spot Ethereum ETFs recorded a combined $130 million in net inflows on Tuesday across five funds, marking a clear improvement in sentiment toward the second-largest cryptocurrency.
The parallel inflows into both Bitcoin and Ethereum products suggest investors are increasing allocations across major digital assets rather than rotating into Bitcoin alone. Market participants view this synchronised move as a sign of rising confidence after a period marked by regulatory uncertainty and subdued risk appetite toward the end of 2025.
ETF inflows coincided with a broad-based rally across the crypto market. Total cryptocurrency market capitalisation climbed nearly 4% over the past 24 hours to around $3.25 trillion, pushing above recent local highs and reinforcing a developing bullish structure.
From a technical perspective, analysts note that the market faces limited resistance until roughly $3.32 trillion, a level that aligns with the 61.8% Fibonacci retracement of the decline from the early October peak. A move above that zone could open the door to further upside in the near term.
Investor sentiment has also improved. The widely followed crypto sentiment index rose to 48, its highest reading since late October, indicating a meaningful shift in mood after weeks of subdued confidence.
Bitcoin breaks above key technical levels
Bitcoin traded above $95,000 on Tuesday, reaching its highest level since Nov. 17 and confirming a strengthening technical backdrop. The price rebounded from the 50-day moving average, reclaimed key resistance levels, and continued to print higher lows, a pattern often associated with trend reversals.
Over the past 24 hours, Bitcoin gained about 3% to trade near $94,610, while ether outperformed with a 6.21% rise to around $3,324. Ether’s stronger performance reflects growing investor willingness to take on risk as sentiment improves across the market.
The rally followed the release of US consumer price index data on Tuesday, which showed inflation remains elevated but continues to cool from its peak. The data reinforced expectations that the Federal Reserve could begin cutting interest rates later this year, a macro backdrop that typically supports risk assets such as cryptocurrencies.
Regulatory developments are also in focus. The US Senate Banking Committee is preparing for a markup session on Thursday on a proposed market structure bill aimed at providing greater regulatory clarity for digital assets. Investors increasingly see clearer rules in Washington as a potential catalyst for sustained institutional adoption over the longer term.
