Spot Bitcoin ETFs experienced net inflows totaling approximately $1.2 billion during the first two days of 2026. This significant influx was primarily driven by BlackRock's IBIT and Fidelity's FBTC funds.
These inflows represent a notable reversal from the outflows observed in late-2025, signaling a renewed interest from institutional investors and suggesting a potential period of market stability for Bitcoin.
Spot Bitcoin ETFs See Strong $1.2 Billion Inflow Early in 2026
The initial two trading days of 2026 witnessed spot Bitcoin ETFs garnering $1.2 billion in net inflows. This performance marks a significant turnaround from the outflows recorded in late-2025 and sets a robust tone for the new year. Leading the charge in these inflows were major players BlackRock and Fidelity, which respectively attracted $372 million and $191 million.
This surge in investment reflects a growing confidence among institutional investors in the potential of Bitcoin ETFs. As ETF Analyst at Bloomberg, Eric Balchunas, commented:
"If they can take in $22b when it’s raining, imagine when the sun is shining."
Bitcoin Price Surges 7% Amid ETF Inflows
The substantial ETF inflows have coincided with a notable increase in Bitcoin's market value, with prices rising by 7%. The cryptocurrency's value climbed from approximately $87,000 to over $93,000. Analyst Eric Balchunas highlighted the prevailing optimism among institutional investors regarding the growth prospects of ETFs, even in the face of previous market conditions.
If these inflow trends continue, they could potentially sustain an annualized rate of $150 billion, significantly influencing market dynamics. Historical data suggests that increased institutional involvement, particularly from prominent entities like BlackRock and Fidelity, often leads to reduced market volatility and enhanced stability.
Single-Day ETF Inflow Reaches a High of $697 Million
Following a period of consistent outflows in late 2025, early 2026 has been characterized by a significant surge in ETF inflows. The highest single-day inflow recorded was $697 million, representing the strongest performance in three months and indicating a critical shift in market sentiment. Expert analysis from Cryptodailyalert suggests that such substantial inflows possess the capacity to stabilize the market.
The sustained focus of institutional investors on Bitcoin as a hedge against inflation may serve as a catalyst for long-term asset appreciation and growth.