In the US, spot Bitcoin ETFs listed on the exchange recorded a seven-day consecutive net inflow streak following weeks of outflows, marking the longest inflow streak since January 24. Fidelity’s FBTC led the way, with a total capital inflow of $860.6 million.

Following intense outflows in February and early March, spot Bitcoin exchange-traded funds (ETFs) traded in the US recorded a net inflow streak for seven consecutive days. With the inflow seen on Monday, this streak of increase became the longest uninterrupted inflow period since January 24. BTC Markets Crypto Analyst Rachael Lucas pointed out that this trend signaled a significant change in market sentiment, stating, “This is a strong signal. Institutional investors are supporting Bitcoin in a way we haven’t seen recently.”

According to data from SoSoValue, a total net inflow of $84.17 million was recorded in Bitcoin ETFs on Monday. While Fidelity’s FBTC attracted the most inflows with $82.85 million, Bitwise’s BITB saw a net inflow of $19.23 million. BlackRock’s IBIT reported an $18 million inflow, while $5 million flowed into VanEck’s HODL fund. However, the ARKB fund jointly managed by Ark Invest and 21Shares experienced an outflow on the same day, resulting in a $41 million decrease.

The seven-day inflow streak attracted a total net capital of $860.6 million. As a result, total net inflows into spot Bitcoin ETFs since their inception reached $36.13 billion.

Macroeconomic Factors and Regulatory Developments are Effective
Lucas noted that the positive inflows in Bitcoin ETFs are connected with changes in macroeconomic conditions. According to the analyst, expectations of the US Federal Reserve (Fed) transitioning to a looser monetary policy from quantitative tightening are among the key factors leading investors towards Bitcoin.

“Uncertainties regarding the Fed’s interest rate policy are gradually decreasing. Statements by Trump advocating for interest rate cuts and the SEC’s recent more flexible approach also create a positive atmosphere in the market. XRP’s legal victory may have somewhat alleviated regulatory uncertainties,” said Lucas, stating that some optimism is emerging in the market but it is still early to label it as a sustainable trend.

Bitcoin briefly surpassed the $88,000 level due to these developments but later retraced to around $86,590. Lucas remarked, “The market is heating up but it is too early to consider the seven-day inflow streak as a permanent uptrend. There is a spark right now, but it is not yet possible to say that a fire is burning.”

Increase in Global Liquidity Creating a Positive Environment for Bitcoin
Brickken Market Analyst Enmanuel Cardozo mentioned that the inflows in Bitcoin ETFs are directly linked to the increase in global liquidity. Cardozo stated that the approximately 8% increase in global liquidity this year is creating a supportive environment for Bitcoin.

From a macro perspective, we see that Bitcoin is increasingly becoming part of investor portfolios and evolving into a mature asset class. This explains the strong net inflows into ETFs,” he explained.

Ether ETFs Lagging Behind
Despite growing interest in Bitcoin ETFs, spot Ether ETFs did not show the same performance. Ether ETFs, which did not record any inflows on Monday, were in a negative outflow trend over the last 13 days. During this period ending on Friday, total outflows from funds exceeded $400 million.

Lucas indicated that this situation signaled an unstable confidence environment across the market. Emphasizing that investors should evaluate from a broader perspective rather than focusing solely on headline-winning assets, she stressed that investors should act with a strategic outlook.