The US Spot Bitcoin Exchange-Traded Funds (ETFS) have culminated two-day strong influx of over $300 million each, sparking new optimism after a month of intense outflows.
BlackRock’s IBIT recorded $362.7 million in total inflows over the past two days, while Fidelity’s FBTC contributed $142.5 million, with the FBTC leading on Tuesday and IBIT leading Wednesday.
The inflow broke the pattern from late August, with nearly $650 million leaving Bitcoin ETF after two trading sessions.
Bitunix analyst Dean Chen said Decryption The influx provides “short-term support for market sentiment.”
However, given the overall net spill in August, the rebound appears to be a “focused dip view” rather than a critical trend shift, he added.
Chen attributed the capital movement to a “arbitrage mechanism in market production that amplifies inflows during pullbacks, a spin from the Ethereum ETF, which recorded a second consecutive day-free flow of $135.3 million.
Investors will return to BTC and cycle
Ilya Otichenko, lead analyst at cex.io, said Ilya Otichenko. Decryption This shift shows investors will “reallocate funds from “ETH” to BTC as uncertainty remains in what could follow this month’s potential interest rate cuts.”
He observed that Ethereum ETF is better than Bitcoin in August, but “the trend appears to have gradually reversed since August 28th, with Bitcoin showing a steady increase in positive capital turnover.”
Talk to DecryptionStealthex CEO Maria Carola said institutions and investors “appears to spin into Bitcoin as a long-term hedge.”
She noticed the market’s preference for “stability and valued stories for growth and practical narratives.”
According to Coingecko, Bitcoin has dropped by 0.4% at around $110,800, trading at nearly 11%, up from its recent history high of $124,545, which has sparked new interest.
Options traders are positioned bullishly for their September 26th expiration date. Decryption It was reported previously.
“To see if the market is really in a reversal phase, investors will need to see a continuous inflow over the next few days,” warned Chen, warning that it would require “a few weeks in a row, if not weeks of sustained inflows” to reverse the wider August outflow trend.
Trade tensions have added to macro uncertainty, with President Trump imposing 50% tariffs on the country in Monday’s True Social Post calling US-India’s trade ties a “completely unilateral disaster.”
In its latest report, QCP Capital warned of inflation that “new tariffs can raise expectations,” supporting the appeal of Bitcoin as an analyst-like hedge.
