BTC ETF Inflows Surge as Spot Crypto ETFs Hit 3-Month High
Spot crypto ETFs saw their best week since mid-January as risk sentiment improved after a US–Iran ceasefire announcement.
Bitcoin ETF flows led the rebound. Data from SoSoValue shows Friday (Apr 17) was the strongest day for spot Bitcoin ETFs since Jan 14, with $663 million in net inflows. BlackRock’s IBIT took in about $284 million, while Fidelity’s FBTC added $163.4 million. Over the full week, net inflows nearly reached $1 billion, the highest five-day performance since the period ended Jan 16. Only Monday was negative (-$291.11 million); inflows followed on Tuesday ($411.50 million), Wednesday ($186.03 million), and Thursday ($26.05 million). The renewed BTC ETF demand suggests real capital rotation back into major listings.
Ethereum ETF momentum also strengthened. Spot ETH ETFs recorded $127.49 million net inflows for the week and extended a 7-day green streak. Inflows for the week reached $275.83 million, the highest since the period ended Jan 16. Fidelity’s FETH led with over $84 million, followed by BlackRock’s ETHA ($30.8 million). Grayscale’s ETH trailed at $5.8 million.
XRP ETFs hit a three-month high, adding more than $55 million in the past week. Solana’s SOL ETFs posted a $35.17 million inflow total, a two-month high, but still below the $4.44 million gained in the comparable week before the war intensified (Feb 27).
However, the ceasefire is nearing its end and reports show conflicting statements about negotiations and the Strait of Hormuz, raising near-term uncertainty for a typically volatile, risk-on market.
Bullish
这是一个偏看涨的信号:BTC ETF、ETH ETF等现货产品出现明显的资金回流,且“BTC ETF”在过去一周接近10亿美元的净流入、单日也达6.63亿美元,幅度接近年初高点区间(文中对比1月中旬)。历史上,现货ETF连续净流入通常会强化市场的供需支撑,并提升追涨资金的信心。
短期影响上,资金回流可能推动BTC/ETH相对更强,交易上更容易出现“ETF流入驱动”的上涨节奏。中期来看,若停火相关消息继续偏向缓和,风险偏好修复可能延续,ETF流入有望维持。
但需要注意,停火即将到期且市场对霍尔木兹海峡相关谈判的预期存在分歧:类似于此前地缘不确定性阶段,ETF资金在波动加大时可能阶段性放缓甚至转负。因此更合理的交易策略通常是:把这次“BTC ETF需求回归”的信号当作趋势增强,但同时对消息面尾部风险保持止损与仓位纪律。