Bitcoin News Today: Bitcoin's Structural Shift to Mainstream Asset Driven by $4.35B ETF Inflows

Bitcoin's market dynamics are increasingly signaling the emergence of a "supercycle," driven by three key indicators: record inflows into Bitcoin ETFs, institutional accumulation patterns, and a surge in market confidence. U.S. spot Bitcoin ETFs recorded a net inflow of $1.21 billion on October 6, 2025, the largest single-day inflow of the year, marking six consecutive days of inflows totaling $4.35 billion . BlackRock's iShares Bitcoin Trust (IBIT) dominated the flow, absorbing $969.95 million, nearly matching its April 2025 record. These inflows have coincided with Bitcoin (BTC) reaching all-time highs (ATHs) above $126,000, mirroring historical trends where ETF inflows preceded BTC price surges .

The accumulation phase is further reinforced by on-chain metrics. Bitcoin's Accumulation Trend Score, tracked by Glassnode, recently hit 0.74, a level historically linked to major rallies, including the 2021 peak . Analysts attribute this to institutional and whale activity, with large holders quietly accumulating BTC at stable prices. This pattern aligns with Jesse Livermore's 1940s speculative framework, where a "vertical expansion" phase follows accumulation. Merlijn The Trader, a cryptocurrency analyst, notes that Bitcoin is entering stage 8 of this model, characterized by explosive growth and nation-state adoption, such as El Salvador's strategic Bitcoin reserves .

Institutional adoption is accelerating, with major wealth managers like Morgan Stanley and Wells Fargo opening access to crypto allocations, unlocking new demand . Bitwise, a crypto asset manager, predicts Q4 Bitcoin ETF inflows could surpass the $36 billion record set in the first year of ETFs. The fourth quarter has already seen $3.5 billion in net flows in the first four trading days, with year-to-date totals at $25.9 billion . This institutional participation is broadening Bitcoin's role as a mainstream financial asset, with its market capitalization approaching $2.5 trillion-nearly rivaling gold's $26 trillion valuation .

The supercycle is also evident in Bitcoin's market dominance. As of June 2025, BTC controlled 65.1% of the crypto market, outpacing Ethereum and altcoins . Analysts like Benjamin Cowen argue that Bitcoin's dominance will rebound by late October 2025, following historical cycles seen in 2017, 2019, and 2024. This trend is supported by a reallocation of capital toward BTC, with ETFs and institutional demand reducing distribution risk and stabilizing prices .

Macroeconomic factors further bolster the supercycle narrative. The "debasement trade," favoring assets like Bitcoin amid U.S. money supply growth, has gained traction as investors hedge against currency dilution . Bitcoin's rally above $125,000 has amplified this momentum, with ETFs providing direct buying pressure and reinforcing liquidity. Meanwhile, corporations are increasingly adopting Bitcoin for treasury management, viewing it as a hedge against inflation and currency risk .

The convergence of these factors-record ETF inflows, institutional accumulation, and macroeconomic tailwinds-suggests a structural shift in Bitcoin's market dynamics. With ETFs projected to attract $50–100 billion in inflows by 2026 and Bitcoin's price nearing $250,000 targets , the supercycle appears well underway, driven by both speculative and strategic demand.

Source: [1] CCN (https://finance.yahoo.com/news/bitcoin-etfs-post-biggest-inflow-113215131.html) [2] Coindesk (https://www.coindesk.com/markets/2025/10/09/bitcoin-etf-inflows-poised-to-smash-records-in-q4-says-crypto-asset-manager-bitwise) [6] Brave New Coin (https://bravenewcoin.com/insights/bitcoin-btc-price-prediction-bitcoin-enters-livermores-accumulation-cylinder-as-trend-hits-0-74-target-250k) [8] Coinedition (https://coinedition.com/benjamin-cowen-sees-btc-dominance-rising-by-october-as-supercycle-pattern-forms/)