$753.8 million large inflow, Bitcoin ETF experiences the strongest single day in 2026, institutional attitude quietly shifts

The spot Bitcoin ETF market has experienced a significant turning point. According to the latest monitoring data, on January 13th, the US Bitcoin spot ETF recorded a large net inflow of $753.8 million, setting a new single-day high for 2026. Behind this capital movement is a clear shift in institutional investor sentiment, providing a new perspective for interpreting recent weekly price fluctuations.

Composition of the Large Inflow

The main contributors to this net inflow are the two giants, Fidelity and BlackRock. Fidelity’s FBTC led with a net inflow of $351.4 million, while BlackRock’s IBIT contributed $126.3 million, together exceeding $470 million. The remaining approximately $280 million came from other Bitcoin spot ETF products.

The significance of this data lies in breaking the recent sustained redemption pressure. Just one day earlier, on January 12th, the US spot Bitcoin ETF experienced a net outflow of 3,734 Bitcoins (about $339 million), with BlackRock’s IBIT alone reducing holdings by 2,791 Bitcoins. This shift from substantial redemptions to large inflows indicates a clear rebound in market sentiment.

Deeper Implications of Institutional Capital Flows

Over the past week, the ETF market has shown a distinct “buy the dip, sell the rally” characteristic. According to reports, when Bitcoin’s price hovered around $91,000, investors from BlackRock and Grayscale mainly sold; but when the price rebounded above $94,000, institutional funds began large-scale buying again. This reflects traditional institutional investors’ sensitivity to short-term price fluctuations.

Fidelity has been relatively more active. Recent data shows that although Fidelity investors also sold during this period, the inflow volume was significantly stronger, possibly indicating a more optimistic outlook on the current price level. Meanwhile, BlackRock has recently transferred large amounts of BTC and ETH to Coinbase, but the redemption pressure on its ETF products remains considerable, suggesting that its institutional clients’ attitudes are still fluctuating.

The Logic Behind Price Support

The single-day net inflow of $753.8 million directly supported Bitcoin’s rebound. Data shows that during this large inflow, Bitcoin’s price surged to $95,391.77, with a 24-hour increase of 4.52%. This is not coincidental but a direct interaction between institutional capital flows and price movements.

When ETFs experience large redemptions, these funds ultimately translate into selling pressure on exchanges. Conversely, when institutional capital flows in large amounts, the money enters long-term ETF holdings, which in the short term do not exert selling pressure and instead provide price support.

Turning Point in Market Sentiment

This large inflow may mark a turning point in market sentiment. After days of redemption pressure and stagnant prices, institutional investors seem to have found buying confidence at the current price levels. Several factors may underlie this shift: first, technical support around $91,000; second, market expectations of further upward potential; third, adjustments by institutional investors toward long-term allocations.

According to BlackRock’s recent outlook report for 2026, their optimistic stance on US stocks and technology investments may also indirectly support risk assets like Bitcoin. Additionally, the relatively friendly attitude of the Trump administration toward cryptocurrencies could further encourage institutional participation.

Summary

The $753.8 million single-day net inflow is an important signal in the Bitcoin spot ETF market, indicating that institutional funds are re-entering after short-term volatility. Fidelity’s continued strength and BlackRock’s gradual involvement jointly support the current price rebound. This shift suggests that market sentiment has moved from pessimistic redemption pressure to a relatively optimistic inflow outlook. However, it is important to note that the volatility of institutional capital flows remains high, and ongoing observation is needed to see whether such large inflows can be sustained and maintained at higher price levels.