US spot Bitcoin ETFs see $3.29B inflows, recovery never complete
US spot Bitcoin ETFs don bring $3.29B net inflows for the past two months, wey show say institutional demand dey return after some months of withdrawals. SoSoValue data talk say 11 spot Bitcoin ETFs get positive net inflows for two months in a row. Early May stand out, one Friday bring $629M net inflows.
Since the January 2024 launch, total net inflows reach $58.72B, but this one still below October peak of $61.19B. The rebound never fully make up the earlier drawdown: from Nov 2025 to Feb 2026, investors pull about $6.38B out of spot Bitcoin ETFs while BTC drop from near $100,000 to around $60,000.
For traders, this na momentum-positive signal, but no be full recovery confirmation yet. Ongoing US spot Bitcoin ETFs flow data go likely be key for short-term liquidity and BTC stability, while broader macro risk sentiment fit determine whether inflows fit sustain.
Neutral
Two-month net inflow for US spot Bitcoin ETFs (US$3.29bn) don improve market sentiment and support short-term liquidity, so e lean towards “bull signal”. But di article tok say dis rebound never fully cover the earlier net outflows: about US$6.38bn exit from November to next February, and the historic peak (October: US$6.119bn) still never pass. That one mean institutional funds fit dey repair, but risk appetite never fully return.
Short term, if subsequent trading days keep positive inflows, e fit boost BTC stability and reduce volatility; if ETF inflows weaken or macro risk sentiment worsen, the fund return fit no reach to stop pullback. So overall effect na neutral: trend don improve but confirmation no full yet.