Largest single-day inflow in 3 months! Bitcoin ETF funds regain nearly $700 million, what signal does this send?

Major Signal at the Start of the Year: Institutional Funds “Re-entering the Market”

The cryptocurrency market in 2026 has sent a crucial positive signal to investors right from the beginning. According to the latest data from Farside Investors, on January 5th (Monday), the US spot Bitcoin ETF recorded a single-day net inflow of as much as $697.2 million. This not only marks a strong reversal in capital flow but also represents the largest single-day fund inflow in nearly three months since October 7, 2025.

Combined with data from January 4th, in the first two trading days of 2026, the US Bitcoin ETF received a total net inflow of approximately $1.2 billion. This robust buying activity coincided with a significant rebound in Bitcoin prices: from around $87,000 at the start of the year, the price quickly surged to nearly $94,000, an increase of close to 7% (based on public market data).

These series of data strongly suggest that, after experiencing capital outflows in Q4 2025, institutional investment channels represented by ETFs may be reopening, and the market’s “institutional bid” has already returned.

In-Depth Analysis: Resonance Between Historical Patterns and Current Market Conditions

Reviewing data since the launch of the US spot Bitcoin ETF in January 2024, a repeatedly validated pattern has emerged. Glassnode’s data analysis indicates that, based on the 30-day moving average, periods of sustained ETF fund outflows often coincide with market lows.

This pattern has historical precedents:

• August 2024: During market turmoil caused by Japan’s “Mrs. Watanabe” yen arbitrage closing, Bitcoin’s price briefly dropped to about $49,000, with ETF funds showing outflows.
• April 2025: During the so-called “Tariff Panic,” the market formed a local bottom again, with prices approaching $76,000, and ETF fund flows were also negative.

The current market situation seems to be replaying this pattern. The ETF fund outflow trend that began in October 2025 has clearly “turned positive” after entering 2026. This shift is corroborated by another key indicator—the Coinbase Premium Index. This index measures the difference between prices on the mainstream institutional trading platform Coinbase and the global average price, often seen as a “temperature gauge” of US institutional investor demand. Recently, the index has rebounded from deep negative territory to near neutral levels, indicating that the previously pervasive “capitulation selling” atmosphere is dissipating, and institutional investors’ willingness to buy on dips is increasing.

Combining Gate Market Data: Current Market Status and Future Outlook

As of January 7, 2026, according to Gate platform market data, Bitcoin (BTC) price has been consolidating in the range of $92,000 to $93,500. The price rebound driven by massive ETF inflows is clearly reflected in Gate’s trading charts with a strong volume-price correlation.

From a technical analysis perspective, the price has successfully reclaimed some key resistance levels, and market sentiment has significantly improved compared to the downturn at the end of 2025. Trading data on the Gate platform shows an increase in large order placements recently, which aligns with the macro trend reflected by ETF fund inflows.

Gate: Helping You Capture Market Pulse

As a leading global cryptocurrency trading platform, Gate is committed to providing users with real-time, accurate market data and depth information, helping investors gain clearer insights into key market movements like ETF fund flows. Whether you are a long-term holder focused on macro trends or a trader adept at capturing market rhythms, Gate offers comprehensive tools and liquid markets to navigate the ever-changing environment.

Building a market bottom is often complex and cyclical, but a significant return of institutional funds is undoubtedly a highly positive sign worth close attention. As traditional finance increasingly connects with the cryptocurrency market through tools like ETFs, such fund flow data will become an increasingly important indicator for assessing medium-term market trends.