Bitcoin ETF flows turn positive for 2026 after erasing $5.8 billion deficit — SkimNews
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- U.S.-listed spot bitcoin ETFs flipped to roughly $800 million in net inflows for 2026 after hitting a $5.8 billion deficit on July 13, according to data from SoSoValue analyzed by CoinDesk.
- Bitcoin's price recovered to about $85,000 from under $58,000 in early June, a move that coincided with the ETF turnaround and has some analysts convinced a new bull run is underway.
- Treasury Secretary Scott Bessent's August announcement of increased bond purchases coincided with nearly $4 billion of ETF inflows since August, even as bond yields surged to multi-year highs.
- The six-day inflow streak totaling $2.84 billion is smaller than the two prior six-day records on the books — $2.35 billion from Feb. 22-29, 2024 and $4.73 billion from Nov. 6-13, 2024.
- At $800 million, 2026 net inflows still trail the $35.2 billion posted in 2024 and $21.4 billion in 2025, underscoring how far the market is from prior demand peaks.
- Bitcoin's rally has stalled above $85,000 since Tuesday even as the six straight days of ETF inflows continued.
Why it matters: The reversal from a $5.8B hole to $800M in positive territory suggests institutional buyers are quietly returning, but $800M YTD is roughly 2% of 2024's $35.2B haul — the ETF market has a long climb back to the demand levels seen at launch. Six consecutive days of inflows despite bitcoin stalling above $85K indicates conviction from the wrapper, not just price-chasers.
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