U.S. spot bitcoin ETFs took in $2.4 billion last week, their biggest weekly haul since October 2025, pushing 2026 net flows positive for the first time this year. The gains cap a rapid reversal from a mid-September selloff tied to a failed Senate vote on the Clarity Act, and ether and solana funds rode the same wave of demand.
U.S. spot bitcoin ETFs pulled in $2.4 billion last week, their largest weekly gain since October 2025 and enough to flip the funds' 2026 net flows positive for the first time this year. Ether funds followed the same pattern, adding $689.9 million after losing $140.0 million the week before.
A reversal from a Clarity Act selloff
The rally follows a sharp drop less than two weeks earlier. Bitcoin ETFs shed $450.4 million on Sept. 15, their worst day since June, after the Senate's failed cloture vote on the Clarity Act, then lost another $295.9 million the next day. The single biggest day of the turnaround came Sept. 21, according to Decrypt, when inflows lifted bitcoin above the average ETF holder's cost basis of $81,722 — an estimate from Bloomberg analyst James Seyffart — putting the typical investor back in profit for the first time since January.
Monday set the pace for the week
Most of last week's money arrived on the first trading day. The 12 bitcoin ETFs took in $999.0 million on Monday, their largest daily inflow since Oct. 6, 2025, before inflows shrank every session after: $714.7 million Tuesday, $347.0 million Wednesday, $190.6 million Thursday and $134.5 million Friday. BlackRock's IBIT led all funds with $1.2 billion for the week, its second-largest weekly inflow since October 2025, while Fidelity's FBTC added $701.7 million, its largest weekly total since the week of Sept. 8, 2025.
Bloomberg ETF analyst Eric Balchunas tied the turnaround to the Treasury Department's plan to increase buybacks of long-dated bonds. According to Nate Geraci, president of NovaDius Wealth Management: "Monday's $1bil inflow was 9th largest ever." Cumulative inflows since launch now stand at $57.6 billion, with net assets at $108.4 billion as of Friday.
Ether and solana funds join the rebound
Spot ether ETFs mirrored the pattern, taking in $270.0 million on Monday — their largest daily inflow since Oct. 7, 2025 — before adding between $66.0 million and $162.3 million on each of the next four days. On Friday alone, ether funds added $86.95 million, with BlackRock's ETHA drawing $50.37 million and its staking-focused ETHB taking in $31.88 million.
Solana ETFs logged a record $86.7 million on Friday, their largest single day since the products launched in late October 2025, with Bitwise's BSOL accounting for $55.7 million of the total. The combined solana funds' assets hit a record $1.5 billion on Friday, up from $1.2 billion a week earlier.
Sources: The Block, Decrypt, Bitcoin.com
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