US Bitcoin spot ETF sees $332.76m inflow on Sept 2, 2025

US Bitcoin spot ETF sees $332.76m inflow on Sept 2, 2025

On September 2, 2025, US Bitcoin spot ETFs experienced a significant inflow of $332.76 million, according to recent data from TradingNews [1]. This inflow marks a substantial increase in institutional interest in the digital asset, driven by various factors including ETF inflows, whale accumulation, and custody expansion.

The inflow was led by several key players in the ETF market. BlackRock’s iShares Bitcoin Trust (IBIT) contributed a significant portion of the inflows, with $247.94 million added to its holdings. Additionally, Ark’s ARKB and Bitwise’s BITB also saw notable inflows of $78.59 million and $46.21 million, respectively [1].

The inflow comes amidst a broader trend of institutional custody expansion. Anchorage Digital and Galaxy Digital have reported record levels of institutional custody, with Galaxy safeguarding over $1.8 billion in Bitcoin and Anchorage taking on Trump Media’s reserves. This expansion of institutional custody is tightening the supply of Bitcoin available on exchanges, enhancing its strategic long-term positioning [1].

The inflow also coincides with an ongoing accumulation by whales. On-chain data indicates that new whale cohorts have accumulated 218,000 BTC since March. This accumulation signals confidence in the sustainability of Bitcoin's consolidation above $110,000, particularly as September historically marks one of the weakest months for Bitcoin performance [1].

Additionally, macroeconomic factors such as Federal Reserve policy are playing a role. The U.S. M2 money supply has reached $22.1 trillion, a new record, and markets expect a 25 bps rate cut in September. Historically, falling interest rates combined with surging M2 liquidity have driven Bitcoin rallies, as capital rotates from yield assets to hard-cap alternatives [1].

Despite the positive inflows, there are near-term risks. ETF data showed a $126 million outflow on August 29, ending a four-day inflow streak. Sustained outflows in September could add downside pressure, particularly with whales diversifying into Ethereum. If U.S. demand measured by the Coinbase Premium Index weakens further—it fell from 100 to 11.6 last week—Bitcoin may struggle to maintain its current price level [1].

In the long term, Bitcoin ETF holdings are expected to continue growing. Bitcoin exchange-traded products now control over 1.47 million BTC, equal to 7% of supply. If growth continues at 2025’s pace, ETF holdings could exceed 2 million BTC by 2027, concentrating supply in fewer hands and reinforcing scarcity dynamics [1].

The inflow of $332.76 million on September 2, 2025, underscores the growing institutional interest in Bitcoin and highlights the potential for continued growth in the ETF market. However, near-term risks, such as sustained outflows and market volatility, must be closely monitored.

References:
[1] https://www.tradingnews.com/news/bitcoin-etf-inflows-push-btc-usd-to-111k-usd-with-1-47m-coins
[2] https://www.morningstar.com/news/pr-newswire/20250902cn63651/cimg-inc-completes-the-previously-announced-sale-of-55-million-of-its-common-stock-for-500-bitcoin