Bitcoin News Today: U.S. Spot Bitcoin ETFs See $226.6M Inflow, Ending 3-Day Outflow Streak as Price Falls 1.7%

U.S. spot Bitcoin ETFs recorded a net inflow of $226.6 million on July 25, 2025, ending a three-day streak of outflows that totaled $285.3 million [1]. The surge in demand followed a 1.7% decline in Bitcoin’s price to $115,988, highlighting a divergence between institutional investor activity and short-term market sentiment. Fidelity’s FBTC led the inflow with $106.6 million, followed by VanEck’s HODL at $46.4 million and BlackRock’s IBIT at $32.5 million, according to SoSoValue data. This marked the first positive daily flow for the ETFs since July 22, signaling renewed confidence in structured crypto products.

The inflows contrasted with Bitcoin’s muted performance, which fell despite increased institutional buying through ETFs. The asset’s decline underscored the complexity of market dynamics, where ETF-driven demand does not always directly correlate with spot price action. Analysts attributed this to factors such as hedging strategies or long-term portfolio allocations rather than speculative trading [2]. Meanwhile, Ethereum saw a 0.8% rise to $3,644, with its spot ETFs logging $231.2 million in net inflows, extending their positive streak to 15 consecutive days.

The recent ETF outflows had reflected broader market caution, driven by macroeconomic uncertainties and regulatory scrutiny. However, Thursday’s rebound suggests investors are viewing these products as a regulated and accessible gateway to Bitcoin, particularly amid heightened volatility. The $226.6 million inflow, while below the average weekly inflow of $300 million seen in early June, indicated a potential shift in sentiment as market participants recalibrate risk exposures.

Bitcoin’s price trajectory and ETF flows are likely to remain closely linked in the near term. Historical patterns show sustained ETF inflows have historically supported Bitcoin during periods of macroeconomic stability, but current conditions are more volatile due to geopolitical risks and debt ceiling debates. The July 25 inflow could signal improved confidence, though its long-term impact will depend on broader macroeconomic developments. For now, the ETF landscape appears to be consolidating as a key barometer for institutional crypto appetite, with regulatory clarity in the U.S. driving demand for structured exposure.

Source:

[1] [The Block] [https://www.theblock.co/post/364245/spot-btc-etfs-see-226-million-inflows?utm_medium=rss&utm_source=markets.xml]

[2] [CoinGecko] [https://www.coingecko.com/en/coins/aspecta]