Bitcoin ETFs Surge With $754 Million Inflow as Crypto ETFs Register Broad Gains

U.S. spot Bitcoin ETFs recorded $753.7 million in net inflows on January 13, the highest daily total since October 2025, driven by renewed institutional demand and improved macroeconomic clarity according to Cointelegraph. This marked a reversal from earlier volatility in early January when the products posted significant outflows. The inflows were led by Fidelity’s FBTC with $351 million, followed by Bitwise’s BITB with $159 million, and BlackRock’s IBIT with $126 million as reported.

Ethereum ETFs also experienced strong inflows on the same day, with BlackRock’s iShares Ethereum Trust (ETHA) attracting $53.3 million, contributing to a total of $130 million in net inflows across the category according to CoinPaper. The Ethereum inflows marked the second consecutive day of positive flows for the product type, signaling growing institutional interest in the blockchain platform’s ecosystem as noted.

The surge in ETF inflows occurred against a backdrop of softer-than-expected U.S. inflation data and progress on regulatory clarity for digital assets. Analysts noted that macroeconomic clarity and shifting expectations around Federal Reserve policy had pushed investors to take a more risk-on approach according to The Block.

Why Did This Happen?

Bitcoin ETF inflows reflect the return of institutional demand following year-end portfolio rebalancing and de-risking. The U.S. Bureau of Labor Statistics reported weaker-than-expected core inflation, supporting the case for potential interest rate cuts and improving risk appetite as reported.

Investors are also reacting to progress on market structure legislation in Washington, which is expected to bring further clarity to the regulatory landscape for digital assets according to The Block. Vincent Liu, CIO of Kronos Research, said the inflows reflect a broader trend of improved macroeconomic clarity and growing confidence in the crypto market according to The Block.

The ETF inflows have also coincided with a broader market rally, with Bitcoin rising 3% to $94,610 and Ethereum up 6.21% to $3,324 in the past 24 hours according to The Block.

How Did Markets React?

Bitcoin ETF inflows have contributed to a positive shift in market sentiment, with Bitcoin holding above $95,000 as of January 14 according to FXStreet. Ethereum also broke out of a long-forming symmetrical triangle pattern on the daily chart, pushing above $3,330 and opening the door for a potential move toward $4,000 as reported.

Ethereum ETFs have also seen a sustained inflow trend, with BlackRock’s ETHA leading the way and Grayscale and Bitwise also recording positive flows. The inflows indicate growing confidence in Ethereum’s role in decentralized finance and smart contract infrastructure according to Yahoo Finance.

The positive momentum has also extended to altcoins, with XRP ETFs recording $13 million in inflows on January 13, following a brief period of outflows earlier in January according to FXStreet.

What Are Analysts Watching Next?

Market analysts are closely watching upcoming U.S. Consumer Price Index (CPI) data and Federal Reserve guidance for signals on when interest rate cuts might resume according to Cointelegraph. The data will provide further clarity on the macroeconomic environment and could influence investor positioning in risk assets according to Cointelegraph.

Regulatory developments remain a key watchpoint as the U.S. Senate Banking Committee prepares to markup the market structure bill according to The Block. The bill is expected to amend existing legislation and bring further clarity to the classification and custody requirements for digital assets according to Bitcoin World.

Institutional adoption is also a focus, with analysts noting that large financial institutions are moving beyond initial pilot phases and into larger allocations as regulatory comfort increases according to Bitcoin World. Continued inflows into Bitcoin and Ethereum ETFs will likely reinforce institutional confidence in the asset class according to Bitcoin World.