$457M Floods Into Bitcoin ETFs In A Single Day

Despite a crypto market torn between macroeconomic uncertainties and consolidation phases, a strong signal shakes up the trend. Within a single day, spot Bitcoin ETFs recorded 457 million dollars in net inflows, their highest level in over a month. This buying wave, led by giants like Fidelity and BlackRock, reflects an unexpected resurgence of institutional interest and breathes new life into the dynamics of regulated crypto financial products.

Massive Flows Driven by Fidelity and BlackRock

On December 13, spot Bitcoin ETFs listed in the United States attracted 457 million dollars in net inflows, according to Farside Investors data.

This marks the best daily performance recorded since November 11, when flows reached 524 million dollars. This new momentum follows a period of volatility in flows, alternating between modest inflows and marked outflows.

Here are the main movements recorded during this day :

• Fidelity Wise Origin Bitcoin Fund (FBTC) recorded 391 million dollars in net inflows, representing most of the flows, reinforcing its dominant position ;

• BlackRock iShares Bitcoin Trust (IBIT) followed with about 111 million dollars, continuing its accumulation momentum ;

• Bitwise Bitcoin ETF (BITB), on the other hand, experienced 8.4 million dollars in outflows, indicating a temporary retreat or tactical rebalancing ;

• ARK 21Shares Bitcoin ETF (ARKB) suffered 37 million dollars in net withdrawals, a notable decline in a bullish context ;

• Hashdex Bitcoin Futures ETF (DEFI) saw 1.5 million dollars in outflows, a more marginal volume.

These flows helped push cumulative inflows into spot Bitcoin ETFs above 57 billion dollars. As for assets under management (AUM), they now exceed 112 billion dollars, accounting for about 6.5 % of bitcoin’s market capitalization.

This concentration of capital around Fidelity and BlackRock highlights their leading role in institutional adoption of Bitcoin through regulated products.

A Macroeconomic Strategy in the Making

Behind this renewed interest in spot Bitcoin ETFs, some analysts perceive a strategic positioning ahead of potential monetary easing.

Vincent Liu, Chief Investment Officer at Kronos Research, explains : “the inflows into ETFs look like early positioning. As rate expectations soften, BTC becomes a pure liquidity play again.”

This macroeconomic view is based on an evolving political climate. American President Donald Trump, in a statement marking the start of his second year in office, said he intends to appoint a new Fed chair supportive of rate cuts. He specified that “all known finalists support rates lower than current levels.”

This context fuels the idea that institutional investors may be anticipating a period of monetary easing, favorable to risky assets like bitcoin. Nevertheless, the trajectory is not expected to be linear. Vincent Liu tempers: “the momentum may continue but will likely be uneven. Flows will follow liquidity and price movements. As long as BTC remains a clear macroeconomic expression, ETFs represent the path of least resistance.”

According to Glassnode, 6.7 million BTC are currently held at a loss, a peak for the current cycle. Spot market activity remains sporadic, corporate cash flows remain rare, and derivative market positions continue to reduce rather than strengthen.

In this context, as long as buyers fail to absorb volumes above $95,000, or a fresh liquidity influx does not revitalize the market, bitcoin risks remaining confined between high structural resistances and a floor at $81,000.

This resurgence of flows in ETFs reflects renewed institutional appetite that could impact the bitcoin price in the coming weeks. If the trend confirms, it could mark a strategic turning point for investors in a market still sensitive to macroeconomic signals and year-end arbitrages.