US spot Bitcoin ETFs recorded $532.21 million in net inflows on Monday as Bitcoin climbed back above $80,000, supported by improving risk sentiment following a ceasefire agreement between the US and Iran.
BlackRock’s iShares Bitcoin Trust (IBIT) led with $335.49 million in inflows, followed by Fidelity Investments’s Wise Origin Bitcoin Fund (FBTC) at $184.57 million, according to SoSoValue data. Morgan Stanley’s Bitcoin ETF (MSBT) was the only other fund to post gains, adding $12.16 million, while the rest saw no new inflows.
The latest figures extend a three-day streak of positive flows. On Friday, ETFs brought in $629.73 million, following a more modest $14.76 million on Thursday. This rebound comes after three straight days of outflows totaling $490.63 million, marking one of the heaviest recent periods of redemptions.
The surge in inflows comes as Bitcoin climbed above $80,000 for the first time in more than three months. The asset is currently trading around $81,029, up roughly 1.5% over the past 24 hours, according to CoinMarketCap.
Bitcoin reclaims $80K on post-ceasefire bounce
In a recent note, analysts at Bitunix said the rally reflects an ongoing “post-ceasefire recovery” in risk appetite. BTC regained the key $80,000 psychological level following a concentrated short squeeze in the $79,500–$81,000 range, with the $77,000–$78,000 zone now acting as primary support for leveraged long positions.
However, analysts cautioned that the broader outlook remains complex, with macroeconomic and geopolitical factors playing an increasingly important role in crypto price movements. The US military’s “Operation Freedom,” which involves deploying 15,000 personnel to secure shipping routes through the Strait of Hormuz, has heightened tensions, with Iran warning the move could breach the ceasefire framework.
At the same time, upcoming US Non-Farm Payrolls data and commentary from the Federal Reserve are expected to shape sentiment across risk assets. Persistently high inflation could keep interest rates elevated for longer, weighing on crypto valuations, while softer data may drive renewed interest in tech stocks and digital assets.
“Overall, BTC is no longer driven solely by internal crypto sentiment but is now being priced through a combination of macro events and liquidity dynamics,” the analysts said.
Spot Ether ETFs rebound
Meanwhile, spot Ethereum ETFs recorded $61.29 million in net inflows on Monday, following a stronger $101.18 million session on Friday. This helped push cumulative inflows beyond $12 billion.
The rebound follows a period of outflows in late April, including $87.73 million on April 29 and $75.94 million on April 23, along with smaller negative days on April 28 and April 30.
