Приток капитала в биткоин-ETF достиг рекорда, восстановление институционального спроса Translation: Headline: Capital Inflow into Bitcoin ETFs Hits Record, Signaling a Recovery in Institutional Demand

At the conclusion of the latest trading session, exchange-traded funds (ETFs) based on the pioneering cryptocurrency attracted $753.7 million, marking the highest influx since October.

The frontrunner was Fidelity’s FBTC, which garnered $351 million. Following closely were Bitwise’s BITB and BlackRock’s IBIT, which received $159 million and $126 million, respectively.

Since the beginning of January, the total inflow into bitcoin ETFs has surpassed $660 million, contrasting sharply with the trends of the past two months. After the October crash and amid a prolonged market downturn, these instruments experienced losses of $3.4 billion in November and $1.09 billion in December.

Ethereum-focused ETFs pulled in nearly $130 million over the past day.

«The inflow into bitcoin ETFs signals a revival of institutional demand and indicates that investors are actively reallocating capital following a period of caution and risk aversion at the end of last year,» commented Nik Rak, head of LVRG Research.

Vincent Liu, the Chief Investment Officer at Kronos Research, correlated the positive trend with an improved macro environment, supported by two key factors:

Increased investor confidence has influenced prices. Over the last 24 hours, bitcoin rose by 3.1% to approximately $94,900.

The price of Ethereum has surged by 5.3%. At the time of writing, the asset is trading around $3,300.

«[The rally] is driven by a steady inflow into ETFs that absorbs a supply significantly exceeding miners’ issuance, creating a structural tailwind. Improved regulatory clarity and the unwinding of excessive leveraged short positions have further accelerated price movements, with growth evidently led by spot demand rather than leverage,» Liu explained.

Rak from LVRG emphasized that the current dynamics indicate a «healthy reset» after the downturn in the last quarter of 2025.

The overall market capitalization increased by 3.2% to $3.3 trillion. A popular market sentiment indicator has returned to neutral for the first time since October.

It’s noteworthy that, for the first time since mid-2022, the 52-week correlation between bitcoin and gold has dropped to zero. Historically, this preceded rallies in the first cryptocurrency.