Source: DefiPlanet
Original Title: US Spot Bitcoin ETFs Roar Into 2026 With Record-Breaking Inflows
Original Link:
Quick Breakdown
US spot Bitcoin ETFs pulled in over $1.2 billion in inflows in the first two trading days of 2026.
Analysts say sustained ETF demand could trigger a long-term supply squeeze.
Morgan Stanley has filed to launch Bitcoin and Solana ETFs, intensifying competition among asset managers.
Strong Start to 2026
U.S spot Bitcoin exchange-traded funds (ETFs) have kicked off 2026 with exceptional momentum, posting inflows that could dramatically outpace last year’s totals if the trend holds.
According to senior ETF analysts, the funds are “coming into 2026 like a lion,” with more than $1.2 billion flowing into spot Bitcoin ETFs in just the first two trading days of the year. Nearly every fund recorded inflows, with only one notable exception among the major players.
Analysts noted that maintaining this pace would translate to roughly $150 billion in inflows for the year, a figure that would be about six times higher than total inflows recorded in 2025.
ETF Demand Strengthens Market Structure
US-listed spot Bitcoin ETFs attracted $21.4 billion in net inflows in 2025, down from $35.2 billion in 2024, with leading players commanding significant market share.
Momentum surged again this week, with Monday’s $697 million net inflow marking the largest single-day intake in nearly three months. The spike coincided with Bitcoin reclaiming and holding above the $90,000 level after a volatile end to 2025.
According to investment experts, ETF demand is becoming increasingly important to Bitcoin’s market dynamics. Sustained ETF buying is gradually absorbing circulating supply, potentially setting the stage for a long-term demand shock rather than short-lived speculative activity.
That said, early data on Tuesday suggested momentum may be slowing, with some outflows from certain Bitcoin funds pending confirmation.
New Players Enter the Crypto ETF Space
Adding to the bullish narrative, Morgan Stanley filed with the US Securities and Exchange Commission to launch Bitcoin and Solana ETFs, joining major players such as certain head trading platforms in the space.
According to the filing, the Morgan Stanley Bitcoin Trust will track Bitcoin’s spot price and will not employ leverage or derivatives.
Industry analysts welcomed the move, noting that it represents a strategic decision by a major financial institution. With oversight of trillions in advisory assets and existing approvals for Bitcoin allocation, offering branded ETF products makes strategic sense rather than paying fees to competitors.
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SchrodingerPrivateKey
· 01-07 17:49
120 million has come in. Is the supply shortage really coming?
View OriginalReply0
PretendingToReadDocs
· 01-07 17:48
Morgan Stanley, are they going all in on Bitcoin? Traditional financial giants can't sit still anymore.
View OriginalReply0
Degen4Breakfast
· 01-07 17:44
Wow, 1.2B net inflow. How many people are rushing to buy?
View OriginalReply0
SchrodingerProfit
· 01-07 17:43
Morgan Stanley has entered the scene, now it's really heating up.
US Spot Bitcoin ETFs Roar Into 2026 With Record-Breaking Inflows
Source: DefiPlanet Original Title: US Spot Bitcoin ETFs Roar Into 2026 With Record-Breaking Inflows Original Link:
Quick Breakdown
Strong Start to 2026
U.S spot Bitcoin exchange-traded funds (ETFs) have kicked off 2026 with exceptional momentum, posting inflows that could dramatically outpace last year’s totals if the trend holds.
According to senior ETF analysts, the funds are “coming into 2026 like a lion,” with more than $1.2 billion flowing into spot Bitcoin ETFs in just the first two trading days of the year. Nearly every fund recorded inflows, with only one notable exception among the major players.
Analysts noted that maintaining this pace would translate to roughly $150 billion in inflows for the year, a figure that would be about six times higher than total inflows recorded in 2025.
ETF Demand Strengthens Market Structure
US-listed spot Bitcoin ETFs attracted $21.4 billion in net inflows in 2025, down from $35.2 billion in 2024, with leading players commanding significant market share.
Momentum surged again this week, with Monday’s $697 million net inflow marking the largest single-day intake in nearly three months. The spike coincided with Bitcoin reclaiming and holding above the $90,000 level after a volatile end to 2025.
According to investment experts, ETF demand is becoming increasingly important to Bitcoin’s market dynamics. Sustained ETF buying is gradually absorbing circulating supply, potentially setting the stage for a long-term demand shock rather than short-lived speculative activity.
That said, early data on Tuesday suggested momentum may be slowing, with some outflows from certain Bitcoin funds pending confirmation.
New Players Enter the Crypto ETF Space
Adding to the bullish narrative, Morgan Stanley filed with the US Securities and Exchange Commission to launch Bitcoin and Solana ETFs, joining major players such as certain head trading platforms in the space.
According to the filing, the Morgan Stanley Bitcoin Trust will track Bitcoin’s spot price and will not employ leverage or derivatives.
Industry analysts welcomed the move, noting that it represents a strategic decision by a major financial institution. With oversight of trillions in advisory assets and existing approvals for Bitcoin allocation, offering branded ETF products makes strategic sense rather than paying fees to competitors.