⏱ 2 min read
The biggest daily inflow of 2026 is notable, but year‑to‑date net flows remain negative—persistence, not a single print, will determine whether ETFs reinstate a durable spot bid.
US spot Bitcoin exchange-traded funds took in $998.9 million in net inflows on Monday, the biggest daily haul of 2026 and the most since Oct. 6, 2025, according to SoSoValue.
Issuer data from Farside Investors showed BlackRock’s iShares Bitcoin Trust (IBIT) led with $381 million, followed by ARK 21Shares Bitcoin ETF (ARKB) at $289 million and Fidelity’s Wise Origin Bitcoin Fund (FBTC) at around $239 million. By our calculation, those three vehicles captured roughly $909 million of the $998.9 million total—about 91% of the day’s flow.
Context: So far in 2026, US spot Bitcoin ETFs have posted about $464 million in net outflows despite Monday’s surge, per the supplied data. Monday’s print was also about 18% larger than this year’s prior high of $844 million on Jan. 14 by our calculation, yet still below the more-than-$1.2 billion day recorded on Oct. 6, 2025 (SoSoValue).
Price action: Bitcoin traded around $85,430 at the time of publication, up 4.7% over 24 hours and 12.3% over the past month. It briefly rose above $87,200 on Monday (CoinGecko). CryptoQuant’s Julio Moreno said Bitcoin moved above its 365‑day moving average, which he described as the final confirmation of a new bull market.
The key signal:
The concentration of flows in IBIT/ARKB/FBTC suggests the primary‑market buying power remains clustered in a handful of funds. Mechanically, net ETF creations typically entail net bitcoin purchases by the fund’s trading partners, adding a marginal spot bid on strong inflow days. Monday’s price strength is consistent with that mechanism, though it does not establish causality.
Cross‑asset flows: US spot Ether ETFs attracted roughly $270 million Monday—their biggest daily inflow of 2026. US spot XRP ETFs recorded no net flows, leaving cumulative net inflows at about $1.71 billion, per the supplied data.
▲ 0.89%
What to watch next:
• Follow‑through: two to three additional sessions of net inflows would indicate more than a one‑day re‑risking impulse.
• Issuer mix: whether participation broadens beyond the top three funds, or remains concentrated.
• Market impact: BTC price behavior around major inflow days and its position relative to the 365‑day moving average flagged by CryptoQuant’s Moreno.
Limitations: The available flow data doesn’t identify investor types or the balance between creations and redemptions across all issuers. The year‑to‑date net outflow figure’s timing (pre‑ or post‑Monday) also matters for interpreting trend shifts.
This content is for informational purposes only and does not constitute financial advice.
🧠 HafidWatch Take
Monday’s $998.9M inflow into US spot BTC ETFs reversed recent trends but did not shift the 2026 net flows out of negative territory, highlighting the episodic nature of ETF demand. Notably, about 91% of the inflows went to IBIT, ARKB, and FBTC, indicating concentrated buying power that amplifies these funds’ impact on spot demand during inflow days. The key signal to watch is whether this momentum continues over two to three additional sessions. Without sustained follow-through, the inflow appears to be a sharp re-risking impulse rather than a lasting structural shift.
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