On February 10th, news reports that after nearly a month of continuous capital outflows, U.S. Bitcoin ETFs recorded net capital inflows for two consecutive days for the first time, indicating a phased recovery in institutional sentiment. According to SoSo Value data, these products saw a total inflow of approximately $471 million last Friday, with an additional $144.9 million on Monday, ending the withdrawal trend that has been ongoing since mid-January.
This round of capital reflow coincides with a short-term rebound in Bitcoin prices. Last Thursday, Bitcoin briefly fell to around $60,000, then quickly rebounded to near $70,000, easing market concerns about further deep corrections. Previously, after a two-week rally in mid-January that pushed Bitcoin close to a high of $98,000, the price retreated, triggering large-scale sell-offs of spot ETFs.
Despite volatile price movements, the overall fund size remains relatively stable. Checkonchain data shows that since early October last year, the combined assets under management (AUM) of these 11 U.S. Bitcoin ETFs have only decreased by about 7%, from 1.37 million BTC to 1.29 million BTC. This change is significantly smaller than the decline in price during the same period. Since Bitcoin hit a record high of $126,000 in October, it has experienced a cumulative correction of over 40%.
This divergence—“sharp price drops with only slight capital retracement”—reflects that some long-term investors are still committed to their positions. As an important channel for institutional entry into the crypto market, ETF AUM stability is often seen as a key indicator of long-term confidence. The two consecutive days of net inflows, while not enough to reverse the overall trend, are viewed as a phased signal of stabilization.
As the market gradually digests macro uncertainties and high volatility risks, the flow of funds into spot ETFs will remain an important reference for assessing Bitcoin’s medium-term trend. Continued capital inflows could provide new support for the price.
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
Iran requires oil tankers to pay Bitcoin tolls for the Strait of Hormuz: where geopolitics and cryptocurrency intersect
Iran has set up a tiered toll system in the Strait of Hormuz, requiring tankers to pay a toll of $1 per barrel in RMB or cryptocurrency. This move is reshaping global energy trade and the cryptocurrency market landscape.
InstantTrends32m ago
Adam Back: Bitcoin’s quantum threat is still far off, but the migration window has already opened
Blockstream CEO Adam Back said in an interview that quantum computers have not yet threatened the Bitcoin network, but the industry needs to prepare in advance by migrating keys to a quantum-resistant format. He mentioned that his research team is pushing forward on related work; post-quantum cryptography has already entered the implementation stage. The challenge faced is how to complete the migration in an orderly way.
GateNews54m ago
BTC up 0.78% in 15 minutes: leveraged capital moves in and spot buy pressure converges to drive the rally
From 2026-04-08 13:00 to 13:15 (UTC), the BTC price recorded a +0.78% return. The price fluctuated between 72067.5 and 72789.2 USDT, with a range amplitude of 1.00%. During this period, market volatility exceeded the usual levels of the same timeframe, trading activity rose noticeably, and overall market attention increased.
The main driving force behind this unusual move was the concentrated inflow of leveraged funds into the futures market. Within the event window, BTC futures open interest (OI) increased by 8.09% in a single day. Spot and derivatives market trading volume rose 12% month-over-month compared with the previous hour, indicating
GateNews1h ago
Iran to Implement Bitcoin Payment for Tanker Transit Tolls
Gate News message, according to the Financial Times, Hosseini stated that Iran will charge tanker transit tolls in Bitcoin. This marks a shift in the country's payment methods for maritime transit fees.
GateNews1h ago
Cango discloses selling 2,000 BTC in March, and its Bitcoin holdings drop to 1,025.69 BTC
Gate News , April 8, U.S.-listed Bitcoin miner Cango released a March operational update report. The report shows that in March, the company produced 27.98 BTC from self-mining and completed a strategic sale of 2,000 bitcoins, with the proceeds used to repay BTC-backed loans. As of the end of March, the company’s outstanding Bitcoin-backed loan total was $30.6 million, and its Bitcoin reserves fell to 1,025.69 BTC.
GateNews1h ago
Bitcoin ETF Sees Bank-Level Players: A Deep Dive into Morgan Stanley MSBT Listing
Morgan Stanley Bitcoin Spot ETF (MSBT) began trading on the NYSE Arca on April 8, becoming the first large commercial bank in the U.S. to launch a Bitcoin ETF. The 0.14% fee rate set a new market low record.
InstantTrends1h ago
