Pearl
Zylo Ecosystem
Starknet
Walrus
Sui
Bitway
Pons
Key Insights:
- Bitcoin ETFs surpass $50 billion in net inflows since Jan. 2024.
- IBIT now holds over 700,000 BTC, leading all spot ETFs.
- BTC hits $112,000 as corporate demand and whale activity surge.
Bitcoin spot ETFs have crossed $50 billion in inflows, led by BlackRock’s IBIT, while BTC hit $112,000 as long-dormant coins moved and corporate buying escalated. Analysts see more room despite rising fears of overheating.
ETF inflows surpass $50B as IBIT leads the charge
Spot Bitcoin exchange-traded funds (ETFs) in the U.S. have collectively surpassed $50 billion in net inflows just 18 months after approval. The milestone, reported by Farside Investors, underscores rising institutional demand amid BTC’s renewed all-time highs.
BlackRock’s iShares Bitcoin Trust (IBIT) remained the top performer. The fund posted $53 billion in net inflows, nearly triple the next closest ETF. Fidelity’s Wise Origin Bitcoin Fund (FBTC) came second with $12.29 billion.
Only Grayscale’s Bitcoin Trust ETF (GBTC) recorded net outflows. The product shed $23.34 billion, continuing a months-long decline after conversion to an ETF in early 2024.
CoinShares data shows Bitcoin accounted for 83% of digital asset inflows in 2025, or around $18.96 billion year-to-date. Ethereum, by contrast, saw a 16% share of the inflows during the same period.
On Tuesday, IBIT crossed another threshold as the first ETF to hold over 700,000 BTC. The fund now controls more than 55% of all Bitcoin held by U.S. spot ETFs.
BlackRock earns more from Bitcoin than S&P 500 fund
IBIT’s dominance extends beyond assets under management. Last week, Bloomberg reported that BlackRock now earns more revenue from IBIT than from its flagship equity ETF the iShares Core S&P 500 ETF.
The growth in revenue comes as ETF trading volumes soar. Rising demand for exposure to Bitcoin via regulated vehicles continues to attract both retail and institutional capital.
This financial windfall signals a broader shift in market preferences, especially as traditional investors seek alternatives amid persistent inflation and macroeconomic uncertainty.
Bitcoin hits $112K amid wave of long-term holder moves
Bitcoin broke its previous all-time high on Wednesday, reaching $112,000 as bullish momentum strengthened. The rally forced nearly $200 million in short liquidations, according to data from CoinGlass.
Analyst @CryptoBull009 called the move “the king just broke every ceiling,” adding that ETF volume was exploding as retail and whales reentered the market. “This isn’t the top. It’s ignition,” he said.
The rally also coincided with large movements of dormant BTC. On-chain data showed a spike in coins aged 7–10 years being spent, based on Spent Output Age Bands. Historically, such moves have marked turning points in price.
“Old coins on the move often point to market inflection,” one on-chain analyst noted. While bullish, the activity raised caution among some traders who view it as a possible sign of profit-taking.
Corporations ramp up BTC treasuries amid bullish breakout
Corporate accumulation continues to support Bitcoin’s rally. Japan’s Metaplanet added $237 million worth of BTC this week, bringing its total holdings to over 15,500 BTC. The move makes it the fifth-largest public holder of Bitcoin.
Two European firms also added to their stacks on Monday. France’s The Blockchain Group acquired $12.5 million in BTC, while the U.K.-based Smarter Web Company bought $24.3 million.
Meanwhile, Tokyo-listed Remixpoint raised $215 million to buy 3,000 BTC. The company said it plans to “actively expand” its crypto reserves in the coming months.
Institutional inflows and corporate buys mirror the growing conviction around Bitcoin as a store of value. These moves come despite macro headwinds, including trade tensions and U.S. monetary policy uncertainty.
Traders eye $115K breakout, but caution remains
Market sentiment appears divided as Bitcoin consolidates near record highs. Trader @DaCryptoGeneral noted that BTC has been “gearing up” in a tight daily range and expects a breakout toward $115,000.
He added that skepticism around tariffs and political risk may delay upside, but the charts remain bullish.
However, concerns about overheating persist. As prices hold above $110,000, traders warn of elevated risk of corrections if long-term holders continue to offload.
While ETF demand remains strong, profit-taking could fuel short-term volatility. Still, the broader trend appears intact for now.
Conclusion
Bitcoin’s rally past $112,000 and the $50 billion ETF inflow mark signal accelerating institutional confidence. BlackRock’s IBIT has reshaped the ETF landscape, outperforming legacy products. Whale movements and corporate buying add momentum, though rising caution around overheated signals keeps markets on edge.
Disclaimer
This article is for informational purposes only and provides no financial, investment, or other advice. The author or any people mentioned in this article are not responsible for any financial loss that may occur from investing in or trading. Please do your research before making any financial decisions.
