2026年伊始，比特币ETF迎来三个月来最强劲的一次资金回流。1月5日，美国现货比特币ETF合计录得约6.95亿美元的单日净流入，显示机构投资者正在重新加码加密资产配置，比特币ETF资金流入趋势出现明显拐点。
根据 SoSoValue 数据，贝莱德旗下 iShares 比特币信托（IBIT）成为当日最大赢家，吸引资金3.719亿美元；富达的FBTC紧随其后，净流入1.912亿美元。与此同时，Bitwise的BITB、Ark的ARKB，以及Invesco、Franklin Templeton、Valkyrie、VanEck等发行商均录得不同程度的资金流入，表明这并非单一产品的短期行为，而是ETF市场的整体性回暖。
值得关注的是，灰度GBTC当日并未出现资金流出。自其转型以来，GBTC累计赎回金额超过250亿美元，而此次“零流出”被视为市场结构发生变化的重要信号，暗示机构投资者的抛压已明显减弱。
资金回流的同时，比特币价格始终稳守9万美元上方，交易活动同步升温。这种走势更接近年初资产再平衡，而非情绪化追涨，反映出机构对比特币ETF的配置逻辑正在趋于长期化。
机构需求并未止步于比特币。数据显示，贝莱德客户同期还买入约31,737枚以太坊，价值超过1亿美元，现货以太坊ETF单日流入达1.68亿美元，凸显资金正在同时布局BTC与ETH等核心加密资产。
这一轮ETF资金流入，与贝莱德最新发布的投资展望高度呼应。贝莱德在报告中明确提出，加密货币正从交易型资产转变为金融基础设施，涵盖结算、流动性支持、资产代币化等核心功能。稳定币被其视为连接传统金融与链上流动性的关键桥梁，甚至可能在部分地区对本地货币形成替代。
贝莱德同时指出，加密ETF的快速扩张本身已代表机构层面的正式认可，而非试验性配置。在人工智能、能源需求和资本集中度变化的共同推动下，传统市场周期正在弱化，数字资产因其独立运行逻辑，正在成为机构投资组合中的重要组成部分。
从1月5日的数据来看，比特币ETF市场正在走向成熟，机构投资者对加密资产的态度，正发生结构性转变。
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