Bitcoin Outpaces S&P 500 as Institutional ETF Inflows Hit Record High
Bitcoin has surged 24% in 2025 to a record high above $118,800, outperforming the S&P 500’s 7% gain as institutional demand drives record inflows into spot Bitcoin ETFs. Major US Bitcoin ETFs now hold over 1.26 million BTC—more than 6% of circulating supply—as investors shift capital from equities to digital assets.
Spot Bitcoin ETFs ranked third among H1 2025 inflows, behind only short-term government debt and gold. On July 10, US Bitcoin ETFs recorded a single-day inflow of $1.17 billion. These Bitcoin ETF flows are viewed as a key bullish indicator, boosting liquidity and suggesting growing confidence in Bitcoin as a strategic portfolio allocation amid market volatility.
Bullish
Record institutional inflows into spot Bitcoin ETFs have driven a strong price rally, lifting Bitcoin above $118,800 and outpacing the S&P 500. The accumulation of over 1.26 million BTC by major ETFs and a single-day inflow of $1.17 billion signal robust demand and enhanced market liquidity. In the short term, these inflows support upward price momentum; in the long term, growing institutional adoption underpins confidence in Bitcoin as a strategic portfolio asset, reinforcing a bullish market outlook.