Bitcoin News Today: Bitcoin ETFs Surge to $164B as Price Nears Record, Supply Tightens

Bitcoin's price edged lower in recent trading sessions following a record high above $125,000, driven by robust inflows into U.S. spot Bitcoin exchange-traded funds (ETFs). On October 3, 2025, Bitcoin ETFs recorded a net inflow of $985.08 million, marking the fifth consecutive day of positive momentum and reinforcing institutional demand for the assetBitcoin Price Nears All-Time High with $985M ETF Inflows^[1]. This surge, the second-largest weekly inflow since the launch of U.S. spot Bitcoin ETFs in January 2024, pushed Bitcoin's price to $122,777, just 1.1% below its all-time highBitcoin ETFs Fuel Record Inflows, Propelling Market Towards New …^[2]. The total trading volume in Bitcoin ETFs surged to $7.52 billion, with net assets reaching $164.50 billion, representing 6.74% of Bitcoin's $2.448 trillion market capitalizationBitcoin Price Nears All-Time High with $985M ETF Inflows^[1].

BlackRock's iShares Bitcoin Trust (IBIT) dominated the inflow session, capturing $791.55 million, followed by Fidelity's FBTC with $69.58 million and Ark & 21Shares' ARKB with $35.48 millionBitcoin Price Nears All-Time High with $985M ETF Inflows^[1]. The cumulative inflows for the week totaled $3.24 billion, nearly matching the November 2024 record of $3.38 billionBitcoin ETFs Fuel Record Inflows, Propelling Market Towards New …^[2]. This influx has amplified Bitcoin's institutional adoption, with ETFs now holding over 1.47 million BTC, or 7% of its capped supplyBitcoin and Ethereum ETFs Diverge in 2025^[5]. Analysts attribute the price resilience to ETF-driven demand, despite a temporary dip, as institutions view Bitcoin as a hedge against macroeconomic uncertainties and a diversifier in volatile marketsBitcoin hits all-time high as ETFs drive price despite treasury buys^[3].

Ethereum ETFs, while trailing Bitcoin in inflows, also saw $233.55 million in net inflows for the week, with BlackRock's ETHA leading the charge at $206.71 millionBitcoin Price Nears All-Time High with $985M ETF Inflows^[1]. Ethereum's price climbed to $4,502.39, supported by a $544.369 billion market capitalization and $43.237 billion in 24-hour trading volumeBitcoin Price Nears All-Time High with $985M ETF Inflows^[1]. However, the disparity in ETF inflows between Bitcoin and Ethereum highlights Bitcoin's continued dominance in institutional capital allocationBitcoin and Ethereum ETFs Diverge in 2025^[5].

The ETF inflows have coincided with a tightening of Bitcoin's supply, as custodians withdrew 37,000 BTC from centralized exchanges during the week, reducing liquid supply to levels last seen before the January 2024 ETF approvalsBitcoin ETF Inflows Hit $3.24B: BTC Nears $124K as “Uptober” …^[4]. This supply compression, combined with expectations of a Federal Reserve rate cut and a weakening U.S. dollar, has amplified Bitcoin's appeal as a non-correlated asset. Technical indicators suggest further upside potential, with Bitcoin reclaiming key moving averages and approaching Fibonacci extension levels targeting $135,000–$138,000Bitcoin ETF Inflows Hit $3.24B: BTC Nears $124K as “Uptober” …^[4].

Market analysts project sustained ETF inflows could propel Bitcoin toward $130,000–$200,000 by year-end 2025, contingent on regulatory clarity and macroeconomic conditionsBitcoin ETFs Fuel Record Inflows, Propelling Market Towards New …^[2]. The approval of spot Bitcoin ETFs has validated the asset class, attracting over $60 billion in cumulative inflows since inceptionBitcoin ETFs Fuel Record Inflows, Propelling Market Towards New …^[2]. Institutional participation, particularly from asset managers like BlackRock and Fidelity, has accelerated Bitcoin's integration into mainstream finance, with ETFs now serving as a critical liquidity conduitBitcoin Price Nears All-Time High with $985M ETF Inflows^[1].