3 Key Takeaways
- Bitcoin ETFs just had two straight days of $1B+ inflows—something that’s never happened before.
- Weekly inflows hit $2.72 billion, helping push Bitcoin to a new high near $118,800.
- BlackRock’s IBIT surpassed $80 billion AUM quicker than any ETF in history.
Back-to-Back Billion-Dollar Days for Bitcoin ETFs
If you’ve been paying attention to crypto lately, you probably noticed something big happened: Bitcoin ETFs just made history.
For the first time since launching in January 2024, U.S.-based spot Bitcoin ETFs saw over $1 billion in inflows on two days in a row $1.17 billion on
Thursday, followed by Farside data showed an additional $1.03 billion on Friday.
That kind of momentum isn’t just impressive it’s unprecedented. Until now, billion-dollar inflow days were rare.
In fact, there had only been seven total since the ETFs went live. And suddenly, two came back-to-back.
Clearly, investors are piling into Bitcoin ETFs and fast.
Bitcoin Price Soars as ETFs Pour In $2.72 Billion
All that ETF action isn’t just sitting in spreadsheets—it’s moving the market.
During the five commercial days, the bitcoin ETF was invested at $ 2.72 billion shocking $ 2.72 billion.
According to the data from coinmarketcap, the price of bitcoin reached the new all-time high, as it came, overtook $ 112,000 on Wednesday and reached $ 118,800 by Friday.
So what’s going on? These ETFs are buying up Bitcoin faster than it’s being created literally.
On Thursday alone, ETFs scooped up around 10,000 BTC, while only 450 were mined across the whole network. That’s a 22-to-1 demand-to-supply ratio.
BlackRock’s Bitcoin ETF Sets New Record
Meanwhile, BlackRock’s spot Bitcoin ETF (IBIT) is having a moment of its own.
It just became the fastest ETF in history to reach $80 billion in assets under management (AUM) doing it in just 374 days, according to ETF analyst Eric Balchunas.
Even more surprising? BlackRock is now making more annual revenue from its Bitcoin ETF than it does from its iconic iShares Core S&P 500 ETF.
That’s a huge shift in where investors are choosing to put their money.
Also worth noting: the total combined AUM across all U.S. Bitcoin ETFs has now crossed $140 billion for the first time ever.
A good chunk of that came from Bitcoin’s price surge, but inflows are clearly doing their part too.
What Experts Are Saying About the Sustainability
With so much money pouring into Bitcoin ETFs, not everyone is celebrating. Some analysts are waving the caution flag.
JAN3 CEO Samson Mow said that the demand for ETF is not sustainable at this pace – especially when the supply is not so limited.
“At these pricing points, this demand is not sustainable,” he stated.
Matt Hougan, CIO at Bitwise Invest, shared a similar view. He underlined
how aggressive the purchasing has gotten, particularly in light of the daily production capacity of the Bitcoin network.
Therefore, even while the rally seems thrilling, analysts warn that it may be going too quickly.
Why This Moment Matters for Bitcoin ETFs
So, what is all this for investors or anyone is interested in crypto?
- If this momentum keeps up, we might just be on the brink of a whole new market cycle, one that’s fueled not by hype, but by real institutional demand.
- However, if inflows slow down, prices could cool off quickly.
- That’s why keeping an eye on Bitcoin ETF activity is more important than ever.
It’s not just about price anymore. It’s about how the financial world is finally embracing crypto—and doing it at scale.