Spot Bitcoin ETFs Post Largest Inflows Since Feb. 6 as BTC Rebounds Above $69K
US-listed spot Bitcoin ETFs recorded the largest single-day inflow since Feb. 6 as Bitcoin climbed back above $69,000. Eleven spot BTC funds took in $257.7 million in one day (Feb. 24–25), reversing five weeks of net outflows totalling roughly $3.8 billion and returning weekly ETF flows to positive. Fidelity’s FBTC led with about $82 million, followed by BlackRock’s IBIT with about $78 million. Since launch, US spot Bitcoin ETFs have netted roughly $54 billion and now account for about 6.31% of Bitcoin’s market cap, though combined AUM has fallen about 30.5% year-to-date to roughly $81.3 billion. Bloomberg analyst James Seyffart reported that institutional investors (advisers and hedge funds) sold around 25,000 BTC in Q4 2025 but still hold roughly 311,700 BTC — evidence of ongoing institutional rotation. Price action showed BTC rising roughly 7.9% in 24 hours to near $69,486; altcoins Polkadot (DOT) and Solana (SOL) outperformed with gains of about 22.9% and 12.8% respectively, while total crypto market cap climbed about 6.5% to ~$2.44 trillion. Key takeaways for traders: the renewed ETF inflows and positive short-term momentum can support near-term price recovery and trigger renewed risk-on flows into altcoins, but heavy institutional selling in late 2025 and a sizable year-to-date AUM decline indicate limited conviction and potential for volatility. Monitor ETF daily flows, institutional wallets, and on-chain supply metrics for confirmation before increasing exposures.
Bullish
The net effect of the news is mildly bullish for BTC price in the short term. Large single-day inflows into US spot Bitcoin ETFs — the biggest since Feb. 6 — coincided with a near 8% 24-hour BTC gain and reversed weeks of outflows, indicating renewed buyer interest and short-term momentum. ETF flows are a direct demand channel; sustained inflows can provide price support and attract risk-on flows to altcoins, as seen with DOT and SOL. However, offsetting factors reduce the strength and durability of the bullish case: institutional selling of ~25,000 BTC in Q4 2025 shows profit-taking and rotation, ETF AUM is down ~30.5% YTD (suggesting prior holders have reduced exposure), and a significant portion of circulating supply remains underwater. These factors imply limited conviction and higher potential for volatility if inflows fade. For traders: expect a probable short-term rally while flows persist, increased intraday volatility, and the need to watch whether ETF inflows continue and whether institutional sell-pressure eases before assuming a sustained uptrend.