Bloomberg analyst James Seyffart analyzed the fund flow trends of Bitcoin and Ethereum ETFs over the past year. Despite a challenging period for crypto ETFs at the end of 2025, they still demonstrated relative resilience and saw significant capital replenishment at the start of 2026.
Bitcoin ETF Shows Strong Resilience with Significant Capital Replenishment on the First Day of the Year
Although from November to December 2025, the U.S. Bitcoin spot ETF experienced net outflows exceeding $6 billion, attracting market attention, data from Bloomberg analyst James Seyffart indicates that this outflow accounted for less than 10% of the peak inflows of $62 billion in October of the same year. This suggests that most investors continue to hold long-term, and year-end outflows are more likely due to tax planning rather than trend reversals, reflecting the market resilience of this asset class.
On the first day of 2026, (1/2), Bitcoin ETFs saw a net inflow of $471 million, with BlackRock’s IBIT alone receiving nearly $290 million. This was the largest net inflow within 35 trading days since 11/11, when 11 U.S. ETFs collectively saw inflows of $524 million in a single day.
Initial data from January 5 also shows continued capital inflows, indicating that investors are reactivating asset allocation plans as they enter the new year.
Ethereum ETF Outflows Higher Due to Weak ETH Price
Compared to Bitcoin’s stability, the U.S. Ethereum spot ETF has a relatively higher outflow rate, currently around 18%. After reaching a peak of $15 billion in October 2025, the total outflows amount to approximately $2.8 billion. Nonetheless, Seyffart believes that considering the price volatility of Ether (ETH) itself, this outflow proportion remains within a reasonable range.
On the first day of 2026, (1/2), Ethereum ETFs recorded an inflow of $175 million, the largest single-day inflow in 15 trading days, with Grayscale’s ETHE receiving the largest capital influx. Although the data for 1/5 has not been fully released, it appears that capital continues to flow in.
This article, “2026 Opening Capital Reflows: Bitcoin and Ethereum ETFs Show Strong Buying Momentum,” was first published on Chain News ABMedia.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
ETH 15-minute rise of 0.68%: ETF inflows and active on-chain capital align to drive a price recovery
2026-04-12 20:30 to 2026-04-12 20:45 (UTC), the ETH price surged quickly within the range of 2197.57 to 2218.26 USDT. The 15-minute return recorded +0.68%, and the range reached 0.94%. During the event window, market attention increased; short-term volatility intensified, drawing investors to focus on on-chain fund movements and the direction of mainstream capital flows.
The main driver behind this deviation is the significant inflow of ETF and institutional-type capital. Since the beginning of April, ETH-related ETFs have accumulated a net inflow of $114.66 million, total
GateNews6m ago
ETH breaks through 2200 USDT, with the 24-hour drop narrowing to 2.67%
Gate News message, April 12, market data shows that ETH broke through 2200 USDT, now reported at 2200.3 USDT, and the 24-hour decline has narrowed to 2.67%.
GateNews2h ago
Ethereum falls below $2,200; 24-hour drop of 1.86%
Gate News message, April 12, market data shows that Ethereum has fallen below the $2,200 level, with a 24-hour drop of 1.86%.
GateNews9h ago
ETH 跌破 2200 USDT
Gate News bot 消息，Gate 行情显示，ETH 跌破 2200 USDT，现价 2194.07 USDT。
CryptoRadar9h ago
Ethereum Foundation Dumps $2.8M ETH for DAI, Halts Staking
The Ethereum Foundation converted 1,250 ETH into $2.80 million in DAI and ceased staking activities shortly after a record $46M stake. This shift, without public explanation, raises questions about their treasury management strategy and priorities.
LiveBTCNews12h ago
