Bitcoin ETFs See Historic Surge With Consecutive $1B Inflows in the U.S.

U.S.-based spot Bitcoin ETFs have recorded two consecutive days of $1 billion inflows for the first time since their launch in January 2024. On Thursday and Friday, combined net inflows reached $2.2 billion, signaling renewed investor interest in digital assets.

Bitcoin ETF Inflows Top $2.2 Billion Amid Record Price Gains

On Friday, the 11 approved spot Bitcoin ETFs in the U.S. recorded inflows totaling $1.03 billion. This followed Thursday’s total of $1.17 billion, marking the second-largest single-day inflow since these ETFs began trading.

According to Farside Investors, only seven trading days since January have recorded over $1 billion in inflows, with two of those occurring this week. The last time flows of this size were seen was on January 17, which registered $1.07 billion in daily volume.

Bitcoin’s price has risen sharply, gaining 8.85% in the past seven days. CoinMarketCap data shows Bitcoin reached a new high of $118,780 on Friday. The demand has outpaced the Bitcoin network’s production rate, according to analysts.

Spot ETF Demand Outpaces Bitcoin Supply

Matt Hougan, Chief Investment Officer at Bitwise, posted that the Bitcoin network produced around 450 new coins on Thursday. Meanwhile, ETF issuers collectively acquired approximately 10,000 Bitcoins that day alone.

The bitcoin network produces ~450 new bitcoin a day. Yesterday, ETFs bought ~10,000.

— Matt Hougan (@Matt_Hougan) July 11, 2025

Jan3 CEO Samson Mow noted that the ETF demand on Wednesday was “22 times greater” than the daily mined supply. He added, “This demand is not sustainable at these price levels,” pointing to supply pressure.

It is a record-breaking week, and the ETFs have experienced intense inflows of $ 2.72 billion over the five trading days. Analysts indicate that this demand can be attributed to higher institutional participation and a confidence level in regulated crypto investment products.

BlackRock’s IBIT ETF Crosses $80 Billion AUM Milestone

BlackRock’s iShares Bitcoin Trust (IBIT) also reached a major milestone. It became the fastest ETF to exceed $80 billion in assets under management. Bloomberg ETF analyst Eric Balchunas confirmed this, stating that IBIT achieved the mark in just 374 days.

Balchunas also said that the total assets under management for all spot Bitcoin ETFs crossed $140 billion for the first time. He stated that although inflows contributed, the majority of the growth was due to rising Bitcoin prices.

New figures indicate the firm should surpass its revenue per year via the IBIT ETF compared to its iShares Core S&P 500 ETF. It shows an increasing tendency among investors to give preference to crypto-based products.