TLDR
ETF inflows resumed on 30 Dec 2025 (UTC), when US spot Bitcoin ETFs recorded about $355 million in net inflows after a week of outflows reported here.
- The move ended a 7?day, $1.12 billion outflow streak noted here.
- Leaders: IBIT $143.75M, ARKB $109.56M, FBTC $78.59M details here.
- December stayed net negative at about $744 million despite the rebound summary here.
Deep Dive
1. Date and Scale
The first positive session was 30 Dec 2025 (UTC), with net inflows of about $355 million, reversing seven consecutive negative days totaling roughly $1.12 billion confirmed here and here.
- Flow leadership came from BlackRocks IBIT $143.75M, ARKB $109.56M, and Fidelitys FBTC $78.59M reported here.
- Other issuers posted smaller inflows, indicating a broad but uneven participation across products noted here.
2. Why Flows Turned
Coverage linked the reversal to signs of improving dollar liquidity and year?end positioning normalization, which can lift risk assets and encourage allocations back into ETFs context here.
- Prior outflows were concentrated after mid?December, coinciding with thin holiday liquidity and tax?loss harvesting dynamics summary here.
3. What To Watch Next
One day of inflows does not confirm a regime shift. Early January flow prints are the test for persistence and breadth across issuers caution here.
If inflows sustain for several sessions, it supports the view that institutional demand is re?engaging. If flows slip back to net outflows, the late?December pattern remains the dominant signal.
Conclusion
Inflows resumed on 30 Dec 2025, breaking a week?long outflow stretch and signaling tentative improvement in conditions. The decisive read will be follow?through in early January. Watch cumulative net flows and issuer breadth to gauge whether this marks a durable turn or a brief pause.
