Bitcoin ETF Inflows Hit $408M as Institutional Wave Lifts BTC-USD Toward $135K

Bitcoin ETF Flows Surge as Institutional Momentum Reshapes BTC-USD Market Structure

Over $408 Million Pours into Spot Bitcoin ETFs in Single Day

Bitcoin ETF flows rebounded with a vengeance on July 2, registering a $408 million inflow across U.S. spot Bitcoin ETFs — a decisive reversal from the previous day’s $342 million net outflow. The total net asset value held across all U.S.-listed Bitcoin ETFs now exceeds $136.68 billion, equivalent to 6.3% of Bitcoin’s market capitalization, signaling the sector's central role in capital allocation and price formation for BTC-USD.

Fidelity’s FBTC and BlackRock’s IBIT Lead Aggressive Institutional Accumulation

Fidelity’s FBTC led the resurgence with $183.96 million in daily inflows, while ARK 21Shares’ ARKB pulled in $83 million, and Bitwise’s BITB secured $64.94 million. Grayscale’s GBTC added another $34.56 million, with the Grayscale Bitcoin Mini Trust contributing $16.53 million. Smaller but notable gains came from Invesco’s BTCO ($9.85M), Franklin’s EZBC ($9.51M), and VanEck’s HODL ($5.42M). Altogether, eight major Bitcoin ETFs logged positive flows, a signal of synchronized institutional conviction despite short-term volatility.

IBIT Overtakes IVV in Revenue as Wall Street Fully Commits

BlackRock’s iShares Bitcoin ETF (IBIT) has now eclipsed its own flagship S&P 500 ETF (IVV) in annual fee generation. With $75 billion in AUM and a 0.25% expense ratio, IBIT now pulls in an estimated $187.2 million annually, narrowly beating IVV’s $187.1 million, despite IVV managing $624 billion in assets. This milestone confirms Bitcoin’s evolution from speculative asset to core institutional allocation within regulated vehicles.

ETF Flows Drive Bitcoin Price Back Above $110,000

Bitcoin (BTC-USD) climbed to a 3-week high of $110,000 after rebounding nearly 90% from its June low near $58,000. ETF inflows and supportive macroeconomic conditions — including weaker U.S. ADP payrolls data and expectations of Fed rate cuts — contributed to a risk-on sentiment shift that propelled BTC past key technical resistance at $108,000. Momentum indicators confirm the rally: RSI has climbed from 48 to 64, and MACD printed a bullish crossover.

Institutional Accumulation Now Dominates Treasury and ETF Holdings

Standard Chartered projects Bitcoin could reach $200,000 by 2025, citing over $12.4 billion in ETF inflows during Q2 2025, alongside 125,000 BTC added to corporate treasuries. Companies like Figma disclosed holdings of $69.5 million in Bitcoin ETFs, and fund-level purchases continue unabated, with IBIT and FBTC now leading Wall Street’s Bitcoin exposure. The shift from retail dominance to institutional-driven demand has redefined BTC price elasticity and long-duration support.

Ethereum ETFs Struggle as BlackRock’s ETHA Logs $46.89M Outflow

While Bitcoin ETFs dominate inflow headlines, Ethereum ETFs posted a modest $1.82 million net outflow on July 2, driven almost entirely by a $46.89 million withdrawal from BlackRock’s ETHA. The weakness offset positive flows into Fidelity’s FETH ($25.80M), Bitwise’s ETHW ($8.33M), Grayscale Ether Mini Trust ($8.10M), and VanEck’s ETHV ($2.84M). Net assets across Ethereum ETFs remain firm at $10.69 billion, but sentiment has clearly cooled.

ETF Inflow Streak Interrupted, Then Resumes with Force

The inflow burst came immediately after a rare one-day pullback on July 1, when U.S. spot Bitcoin ETFs saw $342.25 million in net redemptions, ending a 15-day streak that amassed $4.73 billion in cumulative inflows. That brief setback was led by Fidelity’s $172.73 million outflow, followed by Grayscale’s GBTC ($119.51M), ARK’s ARKB ($27.03M), and Bitwise’s BITB ($22.98M). The swift reversal one day later reaffirms the sticky nature of institutional capital, even as near-term volatility triggers occasional liquidity pulls.

Buy/Sell/Hold Verdict: BUY — Institutional Bid Firm, Flows Lead Price Action

The data leaves little room for ambiguity: institutional inflows via spot ETFs are now the dominant force in Bitcoin’s price trajectory. IBIT overtaking IVV in fee revenue is symbolic but deeply instructive — Bitcoin is no longer fringe. With BTC holding $110,000, RSI rising, and macro tailwinds intact, we maintain a BUY rating. Any pullbacks toward $105,000 should be viewed as accumulation opportunities, with upside targets between $125,000–$135,000 through Q4 2025.

Rating: STRONG BUY Upside Target: $135,000 Risk Zone: Below $103,800 Long-Term Bias: BULLISH — Based on ETF velocity, macro pivot, and treasury allocation trends

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