Bitcoin ETF hit a record for the largest inflow of funds in a single day since January, with an infl

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The Bitcoin ETF attracted US$730.9 million in a single trading day, setting the largest single-day net inflow since January 14. BlackRock's IBIT led the way with US$454 million, while the Ethereum ETF increased by US$141.4 million over the same period, and institutional demand increased significantly. As short positions of $448 million were liquidated, BTC prices broke through the $81,000 mark, while whale selling pressure remained relatively tame.

The spot Bitcoin ETF recorded its largest single-day net inflow since January on Thursday, with an amount of US$730.9 million. This shows that the "giant whale" seems to have just awakened and is vigorously building a position. According to SoValue, the Bitcoin ETF achieved a net inflow of $730.9 million, the largest single gain since January 14 and the third-largest inflow in 2026.

Bitcoin ETF Net Inflows| Source: SoSoValue

BlackRock's IBIT leads the trend with US$454 million, accounting for 62% of total inflows. ARKB followed closely with $137.7 million, while Fidelity's FBTC added $74.4 million. Only VanEck's HODL and WisdomTree's BTCW saw net outflows.

The inflow came after Bitcoin rebounded strongly from below $77,000 and hit its highest level of $82,200 since May 15. The overall increase of all types of funds increased by nearly 6%, and total net assets exceeded US$103 billion for the first time.

BlackRock Bitcoin ETF led gains at US$454 million, BTC prices soared

BlackRock's products (IBIT) accounted for the lion's share, signaling to investors that capital flows were serious. Cryptocurrency ETFs also showed clear institutional demand during the session. Since its launch, cumulative net inflows into Bitcoin ETFs have totaled $55.44 billion.

This timing is perfectly aligned with price movements. On the same day as the money flowed in, Bitcoin surged higher, regaining a high level not seen since mid-May. This trend sends a clear signal to the market that big money is entering the market.

The Ethereum cryptocurrency ETF increased by US$141 million on the same day

At the same time, the spot Ethereum ETF also recorded a net inflow of US$141.4 million during the trading session on the same Thursday. BlackRock's ETHA leads with about $72 million, and Fidelity's FETH increased by about $65 million.

Ethereum ETF Net Inflows| Source: SosoValue

The dual inflow of Bitcoin and Ethereum ETFs marks a strong day for the broader cryptocurrency ETF sector. [TAG

Despite the inflows, Eric Balchunas, senior ETF analyst at Bloomberg, noted that there is still a huge gap in year-to-date (YTD) flows. According to Balchunas, after accounting for the $730 million inflow, cryptocurrency ETFs still need an additional $1 billion to fill this funding gap.

Focus on BlackRock Bitcoin ETF (IBIT)| Source: Eric Balchunas, X

Analysts focus on Bitcoin whale dynamics and ETF fund flows

CryptoQuant analysts pointed out that ETF inflows may be the catalyst that pushed BTC prices above $81,000. According to Coinglass data, short positions worth more than $448 million have been liquidated in the past 24 hours. Short positions cleared along the way also help drive prices higher.

Short positions worth more than $448 million have been liquidated in the past 24 hours. PelinayPA, a top CryptoQuant analyst, also noticed the movements of Giant Whale and pointed out that Giant Whale still believes that the price of BTC is too low and is unwilling to take profits.

Bitcoin Exchange Giant Whale Ratio| Source: CryptoQuant

At the same time, NUPL, SOPR and NRPL are all stably controlled at around 1. This suggests that coins in circulation usually move at a price close to their cost base. In other words, investors are currently not taking large profits or selling large losses. This also explains why the number of whales transferring BTC to Binance has declined.

If the giant whale ratio continues to decline while NUPL, SOPR and NRPL remain controllable, it shows that the seller's power is not strong.

The data confirms what the price chart already shows: buyers are returning in large numbers. Both the Bitcoin ETF and Ethereum ETF recorded solid green trading days, and the market moved higher. Needless to say-capital flows and price movements speak for themselves.