Spot Bitcoin exchange-traded funds (ETFs) pulled in nearly $1 billion in net inflows over the past week, marking their strongest showing in more than three months as investor appetite for risk assets improves.
According to data from SoSoValue, spot Bitcoin ETFs recorded $996 million in total net inflows last week—the highest weekly figure since early January, when inflows reached roughly $1.4 billion.
Friday led the surge with $663.9 million in inflows, the strongest single-day total of the week. Earlier in the week, funds added $411.5 million on Tuesday and $186 million on Wednesday, followed by a smaller $26 million on Thursday. The week began with a $291 million outflow on Monday.
Total net assets held by spot Bitcoin ETFs surpassed $101 billion by Friday, accompanied by a sharp rise in trading activity, with daily volumes approaching $4.8 billion.
Markets shift toward de-escalation outlook
Analysts at Bitunix say markets are increasingly pricing in how geopolitical tensions evolve rather than simply whether they persist. Signs of easing tensions—particularly between the US and Iran—have reduced extreme risk scenarios, dampening demand for traditional safe-haven assets like the US dollar.
They noted that the Federal Reserve remains cautious, with limited expectations for rate cuts. At the same time, concerns over US debt demand and elevated long-term yields are beginning to erode confidence in so-called “risk-free” assets. This has added pressure on the dollar and helped support flows into alternative assets such as Bitcoin.
“Within crypto market structure, BTC appears to be in a classic liquidity redistribution phase,” the analysts said, noting that Bitcoin continues to trade within a defined range, with resistance above $75,000 and support forming near $72,000. “Liquidation heatmaps indicate the market is building a new equilibrium range rather than extending a directional trend.”
Bitcoin jumps as Strait of Hormuz reopens
On Friday, Iran’s foreign minister announced the reopening of the Strait of Hormuz to commercial shipping during the current ceasefire—a move later confirmed by US President Donald Trump. The development eased immediate concerns over disruptions to one of the world’s most critical oil transit routes, prompting swift reactions across global markets.
Following the news, Bitcoin climbed above $77,000, while Brent crude dropped about 10% to around $85 per barrel.
