Bitcoin spot ETF attracts nearly $700 million, marking the largest single-day net inflow in 3 months

Cryptocurrency Market 2026 Starts the Year with the January Effect, US Bitcoin Spot ETF Experiences Revenge Buying, with a Single-Day Net Inflow of up to $697 Million on Monday, Setting the Largest Single-Day Capital Inflow Record Since Early October Last Year, Also Announcing that Institutional Investors Are Gradually Returning to the Market. According to SoSoValue data, continuing the strong momentum of inflows of $471 Million last Friday, in just the first two trading days of 2026, the total funds flowing into Bitcoin spot ETFs have exceeded $1.16 Billion. Among the 12 Bitcoin spot ETFs across the US, nine recorded net inflows on Monday, with BlackRock’s IBIT leading with an inflow of $372 Million; Fidelity’s FBTC followed closely with $191 Million; Bitcoin ETFs from companies like Grayscale, Bitwise, and Ark Invest also all recorded net inflows. LVRG Research Director Nick Ruck pointed out: “At the beginning of the new year, the large capital inflows into ETFs indicate a rebound in market risk appetite, and investors are also confident in regulated crypto investment channels. The simultaneous demand for major assets suggests market sentiment is improving. If institutional participation continues to increase and the regulatory environment becomes clearer, the crypto market in 2026 is expected to continue rising.” On the other hand, Ethereum spot ETFs also performed well on Monday, with a single-day net inflow of $168 Million; ETFs tracking Solana (SOL), Dogecoin (DOGE), and Chainlink (LINK) also saw capital entering. BTC Markets Chief Analyst Rachael Lucas believes that ETF capital flows are a “barometer” of market sentiment, and the recorded inflows indicate that asset allocators remain cautiously optimistic despite the highly uncertain macroeconomic environment. She stated, “The ETF capital inflows mean that issuers must actually buy Bitcoin and Ethereum, providing substantial support to the market and potentially boosting prices in the medium term.” Rachael Lucas also warned that the current market structure still shows divergence. She pointed out that retail investors tend to remain cautious and favor strategic operations; in contrast, institutional funds continue to allocate long-term positions in Bitcoin, Ethereum, and other competing coins to expand their portfolios.