Strong demand pushes spot Bitcoin ETFs toward a projected $150 billion annual pace
US spot Bitcoin exchange-traded funds have opened 2026 with exceptional momentum, recording more than $1.2 billion in inflows across the first two trading days of the year. Market analysts say that if this pace continues, total inflows could reach $150 billion by year-end, marking a dramatic acceleration compared with previous years.
Early 2026 Inflows Signal Sharp Growth
Nearly all US-listed spot Bitcoin ETFs posted gains, signaling broad-based investor participation. Only one fund saw marginal outflows, while the majority benefited from renewed demand as Bitcoin prices stabilized above $90,000. The current pace implies a potential 600% increase over total 2025 inflows, which stood at $21.4 billion, down from $35.2 billion in 2024.
Bloomberg’s senior ETF analyst Eric Balchunas;
One trading session alone delivered $697 million in net inflows, the strongest single-day performance in three months. Analysts note that this rebound reflects improving sentiment after a volatile end to last year.
Institutional observers highlight that ETF inflows are increasingly absorbing available Bitcoin supply, potentially reshaping long-term market structure rather than fueling short-term speculation. While momentum showed signs of cooling in subsequent sessions, overall demand remains elevated.
Adding to the optimism, major asset managers are expanding their crypto ETF offerings. A new filing to launch Bitcoin and Solana ETFs underscores growing institutional confidence and could further amplify inflows as advisory platforms integrate these products into portfolios.
Disclaimer
This content is for informational purposes only and does not constitute financial, investment, or legal advice. Cryptocurrency trading involves risk and may result in financial loss.