Bitcoin ETFs Post $2.4B Weekly Inflow, Flipping 2026 Flows Positive

What happened: U.S. spot Bitcoin ETFs recorded $2.4 billion in inflows for the week ending September 25, 2026—their largest weekly intake since October 2025. The seven-day streak (Sept. 17–23) erased all post-Clarity Act losses and pushed year-to-date net flows above zero, after sitting $5.8 billion in the red in mid-July. BlackRock’s IBIT led with $1.2 billion, followed by Fidelity’s FBTC ($701.7 million) and Ark/21Shares’ ARKB ($294.7 million). Daily inflows declined through the week, from $999 million on Monday to $134 million on Friday.

Why it matters: The reversal in ETF flows signals renewed institutional confidence, likely spurred by the Treasury’s long-dated bond buyback plan. However, the declining daily inflows suggest momentum may be waning, raising questions about the sustainability of the rally. The average ETF holder’s cost basis is now $81,722, with Bitcoin trading above $84,000. Source: The Block