Bitcoin Spot ETFs Pull $154M as BlackRock Leads; ETH Sees Redemptions

Published: 2026-05-04 07:00:30 |

Bitcoin spot ETFs recorded $154M net inflows from April 27–May 1, with BlackRock’s IBIT accounting for $136M, according to SoSoValue. This adds to earlier evidence of sustained institutional demand for Bitcoin spot ETFs and helps support a more constructive near-term BTC risk tone. In the same window, Ethereum spot ETFs saw about $82.47M of redemptions, while Solana spot ETFs had smaller net outflows of roughly $1.24M. The flow mix suggests a relative tilt toward BTC over ETH/SOL, while ETH ETF redemptions are framed as reducing the odds that ETH can hold the stated May 4 threshold. Crypto traders should watch continued daily Bitcoin spot ETFs, plus ETH and SOL ETF flow prints. Any new U.S. SEC signals, along with updates from large players such as BlackRock, MicroStrategy, Binance, and Coinbase, could quickly shift sentiment and ETF demand.

Neutral

Bitcoin spot ETFs的1.54亿美元净流入、且BlackRock的IBIT贡献大，通常对BTC形成支撑，提升短线偏多情绪。与之相对，ETH spot ETFs的约8247万美元赎回，以及SOL小幅净流出，说明资金并非全面流入整个“ETF篮子”，而是更偏向BTC，相当于对冲了市场风险偏好。因此对BTC的短期影响更偏正面，但对ETH相对偏负面、对SOL影响较弱。综合来看，整体对“提到的几类资产”属于分化格局，短期可能先推升BTC强势，而ETH波动更容易受ETF资金流拖累，长期则取决于后续日度资金能否继续维持在BTC为主的结构上。