U.S. spot Bitcoin ETFs pulled in $998.95 million on Monday, their biggest single day since October 2025, just a week after posting their smallest weekly inflow on record. The rally pushed Bitcoin above the average ETF holder's cost basis, returning most fund investors to profit for the first time since January.
Bitcoin ETFs post biggest inflow since October
U.S. spot Bitcoin ETFs took in $998.95 million on Monday, according to SoSoValue. The same funds had booked their smallest weekly net inflow in history just a week earlier, ending the week to September 18 only $6.2 million ahead across 141 weeks of trading.
BlackRock's IBIT drew $381.37 million of the total, with Ark & 21Shares' ARKB adding $289.12 million and Fidelity's FBTC taking in $238.84 million. Morgan Stanley's MSBT contributed $61.67 million and Bitwise's BITB $21.56 million. Grayscale's two funds took in single-digit millions apiece, while VanEck's HODL and Valkyrie's BRRR recorded no inflows at all.
Bloomberg Intelligence analyst Eric Balchunas called Monday's total the biggest single-day haul since last October.
Average holder returns to profit
The rally moved Bitcoin above an estimated ETF cost basis of $81,722 a coin, putting the average holder of a U.S. spot Bitcoin fund back in profit for the first time since January, Balchunas' colleague James Seyffart said. Bitcoin was trading near $85,900 at the time, around 5% above that mark.
Trading volume told a quieter story, however. The funds turned over about $4.5 billion, which Seyffart called not especially high given the size of the move in Bitcoin, and slightly below the $4.6 billion the funds traded on Friday. Balchunas said the figure was still elevated against stock and gold ETFs, and that IBIT was at or near the top ten by volume.
He also cautioned that flows booked to one session largely reflect the previous one, meaning Monday's total probably captured Friday's buying rather than Monday's, leaving the market's response to Monday's move still to show up.
Cumulative inflows near record
Cumulative net inflows into U.S. spot Bitcoin ETFs since launch now stand at $56.16 billion. The funds collectively hold $110.14 billion, equal to 6.30% of Bitcoin's market capitalization.
Vikas Gupta, Bybit's country manager for India, said Bitcoin's recovery toward the $86,000 to $87,000 range is being supported by renewed institutional demand, stronger spot ETF inflows, and evolving U.S. regulatory developments. He noted the market has held up despite the Fed's rate hike and the failure of the Clarity Act in the Senate, which he said suggests sentiment is responding to more than monetary policy.
Source: Decrypt
Trading involves risk.
Risk Disclaimer
