Bitcoin News Today: Bitcoin Institutional Inflows Rise as ETFs See $323.5M Outflow

Bitcoin continued to attract institutional interest in the early part of the week, with corporate treasuries accumulating 630 BTC, reinforcing a month-long trend of inflows into institutional portfolios [1]. This surge in treasury buying stood in contrast to a broader selloff in the ETF market, where Bitcoin-related products saw a net outflow of $323.5 million, signaling caution among retail and some institutional investors amid the cryptocurrency’s volatile price action [1]. The largest ETF, BlackRock’s iShares Bitcoin Trust (IBIT), experienced the biggest outflow of the day at $292.2 million, marking one of its largest daily outflows in 2025.

The price of Bitcoin has remained within a tight trading range, reflecting the tug-of-war between strong accumulation by corporate entities and the hesitancy of ETF investors. Despite the outflows, the continued treasury buying suggests that Bitcoin is increasingly being viewed as a strategic reserve asset, especially as more companies look to hedge against traditional market risks and diversify their balance sheets with digital assets [1]. Data from Capriole Investments shows that corporate treasury buying remained robust throughout July, with the biggest single-day purchase reaching 26,700 BTC—equivalent to $3 billion [1].

The $300 million outflow from ETFs underscores the sensitivity of retail investor sentiment to macroeconomic signals and short-term price volatility [1]. In a note to subscribers, trading firm QCP Capital highlighted that ETF inflows and volatility metrics could serve as key indicators for a potential “buy the dip” narrative [1]. Meanwhile, Bloomberg ETF analyst Eric Balchunas observed that despite widespread pessimism, historical data suggests that dip buying has historically delivered positive returns over the long term [1]. “Lot of dooming going on, but don’t be surprised if traders buy the dip,” he tweeted, emphasizing that such strategies have worked for decades [1].

Despite the mixed signals from the ETF market, the institutional demand for Bitcoin remains robust. This trend is likely to continue as more companies adopt crypto as a long-term investment vehicle [1]. The fact that corporate treasuries are now accumulating Bitcoin at a steady clip indicates a growing level of acceptance and integration of digital assets into mainstream financial strategies [1]. Capriole founder Charles Edwards noted that large treasury outflows have historically coincided with price bottoms, suggesting that the current market dynamics could foreshadow a stabilization or rebound in the near term [1].

The contrast between institutional inflows and ETF outflows highlights a divergence in market perspectives. While institutional investors appear to be betting on Bitcoin’s long-term value and its role as a store of value, ETF investors may be reacting to short-term volatility and macroeconomic uncertainty. This divergence could persist until the broader market gains clarity on the trajectory of inflation and central bank policies [1].

As the market digests these developments, the coming weeks will be crucial in determining whether the current price consolidation leads to a breakout or a deeper correction. For now, the data suggests that Bitcoin’s institutional adoption is on an upward trajectory, even as retail investor enthusiasm remains subdued [1].

Source:

[1] Bitcoin treasuries add 630 BTC while ETFs shed $300M as price whipsaws (https://cointelegraph.com/news/bitcoin-treasuries-add-630-btc-etfs-shed-300m-as-price-whipsaws)

[2] Asia Morning Briefing: BTC Rebounds Toward $115K as ETF Flows Return, but Traders Still Price Tail Risk (https://www.coindesk.com)