U.S. spot bitcoin ETFs posted their biggest one-day inflows in three months on Tuesday, as investors returned after year-end rebalancing.
According to SoSoValue data, the group recorded $753.7 million in net inflows, the highest daily total since Oct. 7, 2025.
Inflows led by fidelity and bitwise
Fidelity’s FBTC led the day with $351 million.
Bitwise’s BITB followed with $159 million, while BlackRock’s IBIT added $126 million.
Analysts cite institutional demand
Nick Rick, director of LVRG Research, said the inflows point to investors reallocating after late-year caution.
Rick said:
“ETF inflows represent a resurgence of institutional demand, signaling that investors are aggressively reallocating capital after a period of year-end caution and de-risking late last year.”
Macro data and washington developments
Vincent Liu, CIO of Kronos Research, linked the move to improved macro clarity following the latest U.S. CPI print and progress on market structure legislation in Washington.
The U.S. Senate Banking Committee is preparing for a Thursday markup of a market structure bill expected to amend and vote on changes aimed at providing more clarity for digital assets.
