US Spot Bitcoin ETFs Explode: $800M+ Floods In Just 72 Hours as Institutional FOMO Kicks In
The dam has broken—Wall Street's Bitcoin binge is accelerating.
Institutional money pours in
After years of regulatory foot-dragging, spot Bitcoin ETFs are finally doing what they were designed for: funneling big money into crypto without the custody headaches. The latest $800M surge proves even risk-averse funds can't ignore BTC's siren song when there's a 'regulated' wrapper around it.
The compliance paradox
Irony alert: the same financial giants who spent a decade badmouthing crypto are now getting paid to hold it for clients. Nothing converts skeptics like a 2% management fee on assets under administration.
What's next?
With this inflow velocity, we could see the first $1B single-day ETF inflow before Q3 ends—assuming the SEC doesn't suddenly remember it's supposed to hate innovation. Either way, the genie's out of the bottle: Bitcoin is now part of the traditional financial plumbing, for better or worse.
BTC ▲0.19% volatility may be on summer break, but with this sort of volume, Q3 and Q4 are set to send many coins to all-time highs.
Increasingly, investors are asking: Why wouldn’t the world adopt the bitcoin standard instead of impotently complaining about the inflation of fiat currencies year after year? Here’s what’s next for the price of Bitcoin:
BlackRock’s IBIT Bitcoin ETF Smashes Through 700,000 BTC
According to Glassnode data, BlackRock’s iShares Bitcoin Trust (IBIT) now holds over , equivalent to 3.52% of the total circulating supply, a milestone reached just 18 months after launch.
With nearly $53 billion in net inflows, IBIT has become the fastest-growing ETF in financial history. According to financial analyst Jamie Elkaleh, Bitget Wallet, “If ETF inflows continue, we could be entering the early stages of a structural supply squeeze.”
BlackRock holds 700k BTC now, and is 62% of the way there to passing Satoshi as world's largest single holder of bitcoin (ETFs as gp already there). IBIT has gobbled up 40k btc a month (or 1.3k/day) on pace to hit 1.2m in May '26 (not bad for 2yr old infant) h/t @EdmondsonShaun pic.twitter.com/hwpHExznF7
— Eric Balchunas (@EricBalchunas) July 8, 2025
Ether funds are also gaining traction. BlackRock’s ETHA saw $53.21 million in new inflows, with Fidelity’s FETH adding $8.9 million.
The fund reported zero outflows for the week, indicating growing investor confidence in Ethereum’s long-term prospects.
Market Calm May Mask Coming Volatility
Despite the bullish inflows, 99Bitcoins analysts warn that current price stability may not last. Bitcoin is trading within 2% of its all-time high, but volatility is NEAR historic lows.
According to QCP Capital, the market has priced in a “Goldilocks” scenario if we are to see delayed tariffs, rate cuts, and sustained fiscal spending.
BitcoinPriceMarket CapBTC$2.16T24h7d30d1yAll time
Total ETF trading volume for Tuesday exceeded $2.89 billion, with net assets across all crypto-linked products rising to $135.71 billion for Bitcoin and $10.71 billion for Ethereum.
Bitcoin ETFs Aside, Trump’s Tariff Deadline Looms as Macro Wildcard
Markets are watching closely as President Donald Trump’sapproaches. So far, risk assets, including BTC, have brushed off the threat, assuming a delay or backpedal. As the “Taco” saying coined by the Financial Times goes:
TRUMP
ALWAYS
CHICKENS
OUT
However, should TRUMP follow through, it could reshape the second half of the year.
For now, crypto ETFs are thriving on calm macro conditions and bullish momentum. But with volatility compressed and geopolitical risk brewing, investors should be prepared for sharp moves in either direction for the summer.
Key Takeaways
- Institutional money is pouring back into U.S. spot Bitcoin ETFs at record rates.
- Markets are watching closely as President Donald Trump’s August 1 tariff deadline approaches. So far, risk assets, including BTC, have brushed off the threat.
