US Bitcoin ETFs Attract $730.9 Million as Institutional Demand Strengthens

What to Know

• U.S. Bitcoin ETFs attracted $730.9 million, marking their largest daily net inflow since January as institutional demand strengthened across markets.
• BlackRock’s IBIT captured approximately $454 million, while Fidelity and Grayscale products helped broaden participation across the regulated Bitcoin investment market.
• Bitcoin reclaimed $81,000 as cryptocurrency stocks rallied, while inflation data remains crucial for determining whether markets maintain their upward momentum.

 

U.S. Bitcoin exchange-traded funds attracted $730.9 million, recording their largest daily net inflow since January 14. According to SoSoValue data, BlackRock’s IBIT dominated Thursday’s activity with approximately $454 million in net inflows.

Six funds, including Fidelity and Grayscale products, attracted capital as institutional demand strengthened. The result followed August’s $3.5 billion total, marking the strongest monthly performance since September 2025.

BTC Markets analyst Rachael Lucas linked the inflows to growing accumulation among professional investors. She highlighted IBIT’s dominance because institutions commonly use BlackRock’s product for substantial regulated positions.

Consequently, the concentration suggested longer-term allocations instead of tactical opportunities around price movements. Institutional buying supported Bitcoin’s recovery above $81,000, although the asset traded near $80,950.

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Federal Reserve Outlook Supports Bitcoin and Crypto Stocks

Federal Reserve Governor Christopher Waller strengthened sentiment by signaling support for steady rates if inflation maintains its decline. BTSE Chief Operating Officer Jeff Mei described Waller’s comments as a catalyst for stocks and cryptocurrency prices.

Additionally, the Treasury Department’s expanded buyback announcement supported a wider cryptocurrency rally during August. However, analysts believe favorable economic signals remain necessary before Bitcoin can establish higher price levels with confidence.

Crypto-related equities gained as investors responded to improving expectations and demand for digital assets. Strategy advanced 17.6% to $144.80, while Coinbase climbed 10% and closed Thursday’s trading session at $192.70.

Meanwhile, Circle gained 16.5% to finish at $103.23, extending the rally across major cryptocurrency companies. Upcoming employment and inflation reports could determine whether Bitcoin maintains $81,000 or loses its recent momentum. Lucas noted that Waller connected his outlook directly to cooling inflation, leaving markets vulnerable to an unexpectedly strong inflation reading.

Moreover, September has historically produced weaker Bitcoin performance, adding another risk despite the substantial ETF inflows. Bitcoin’s 90-day correlation with gold has climbed above 50%, reaching its highest level in six years.

Conversely, its correlation with the S&P 500 has fallen near zero, suggesting investors increasingly view Bitcoin as an inflation hedge. The $730.9 million inflow strengthens the institutional demand narrative, while economic data remains crucial for Bitcoin’s next sustained move.

Also Read: Coinbase Seeks US Approval for 24/7 Equity Perpetual Futures

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