04.07.2025 13:17

A significant surge in investment has propelled Bitcoin exchange-traded funds (ETFs) to record inflows exceeding $1 billion within just two trading days. This substantial increase, observed primarily in US-listed spot Bitcoin ETFs, follows a period of macroeconomic uncertainty.

The influx, concentrated mainly into Fidelity’s FBTC and BlackRock’s IBIT, reflects a renewed wave of institutional confidence. This follows a recently announced trade agreement between the United States and an ASEAN member, alleviating some of the prevailing macroeconomic anxieties. COINOTAG data confirms this represents the highest single-day ETF inflow since late May, suggesting a potential bullish trend for Bitcoin in July.

This substantial capital injection into Bitcoin ETFs is notable considering a prior brief outflow on July 1st, which coincided with the passage of the "Big Beautiful Bill" in the US Senate. While this legislation contained no direct cryptocurrency provisions, it initially caused market jitters. However, the subsequent massive inflows quickly overshadowed this temporary setback, demonstrating a robust appetite for Bitcoin investment amongst institutional players.

Beyond Fidelity’s $237.13 million and BlackRock’s $224.53 million inflows, ARK 21Shares’ ARKB and Bitwise’s BITB also contributed significantly to this record-breaking inflow. This demonstrates a broad-based increase in confidence across various prominent Bitcoin ETF providers. The agreement, easing macroeconomic uncertainty and boosting investor risk appetite, appears to be the primary driver of this dramatic market shift. The strengthening of investor confidence amidst political pressure on the Federal Reserve and a weakening dollar further supports this interpretation. This surge strongly suggests a positive outlook for Bitcoin's performance in the coming weeks.