Bitcoin (BTC-USD) Jumps to $112,475 as ETF Inflows Hit $931M — IBIT’s $28.1B Surge Fuels Rally

Bitcoin ETF Inflows Surge To $931 Million As BlackRock Dominates Institutional Demand

BTC-USD Holds Above $112,475 As Rate Cut Bets Ignite ETF Buying

Bitcoin (BTC-USD) trades near $112,475, rising 1.96% as massive institutional inflows pour into U.S.-listed Bitcoin ETFs. According to CoinShares data, $931 million entered Bitcoin investment products last week alone, reversing the prior week’s $513 million outflow. The total year-to-date inflows hit $30.2 billion, while cumulative crypto fund inflows stand at $48.9 billion, marking one of the strongest institutional accumulation waves since early 2024.
The rebound followed weaker-than-expected U.S. inflation data — with September CPI rising just 0.3% and annual inflation easing to 3% — bolstering expectations of further Federal Reserve rate cuts. As U.S. Treasury yields retreated, ETF flows into Bitcoin accelerated, making BTC the clear beneficiary of risk-on positioning.

BlackRock’s IBIT ETF Drives 100% Of U.S. Bitcoin ETF Net Inflows

The iShares Bitcoin Trust ETF (NASDAQ: IBIT), managed by BlackRock, remains the undisputed leader in the Bitcoin ETF landscape. IBIT closed at $64.49, down 1.21%, with after-hours trading at $63.87, but its dominance overflows far beyond daily price movement.
So far in 2025, IBIT has attracted $28.1 billion in net inflows, outpacing the entire sector’s $26.9 billion total inflows, which means every other Bitcoin ETF combined has registered a net outflow of $1.27 billion. Without IBIT, aggregate ETF flows would be negative — a striking sign of concentration risk that highlights BlackRock’s unique influence.
The ETF’s market capitalization now exceeds $175.52 billion, with 58.4 million average daily volume, illustrating unparalleled liquidity. This concentration has sparked concerns about structural fragility: “No BlackRock, no party,” noted analysts at K33 Research, emphasizing how dependent the market’s bullish momentum is on IBIT’s continuous inflows.

Institutional Liquidity Concentration Raises Market Fragility Concerns

While the surge in Bitcoin ETF inflows underscores robust institutional demand, analysts warn the trend’s sustainability depends heavily on BlackRock’s participation. K33 Research cautioned that excluding IBIT, the U.S. Bitcoin ETF ecosystem faces outflows, indicating that the broader institutional base remains narrow.
Other products, such as Fidelity’s FBTC and Bitwise’s BITB, failed to sustain traction, while European funds showed mixed sentiment. Germany-based funds saw $502 million in inflows, whereas Swiss funds recorded $329 million in outflows — though most were attributed to internal provider transfers rather than liquidation.
Still, weekly global ETF trading volume hit $39 billion, well above the year’s $28 billion average, reflecting continued engagement from large investors despite macro uncertainty.

Federal Reserve Policy And Inflation Data Reinforce Bitcoin’s Appeal

The macro backdrop remains pivotal for BTC-USD momentum. Lower inflation data revived confidence that the Federal Reserve’s easing cycle could accelerate into early 2026. The U.S. government shutdown limited access to certain economic indicators, leaving investors reliant on CPI trends and Fed guidance.
Rate cut expectations have fueled a resurgence in Bitcoin ETF buying, with institutional investors reallocating from cash and short-term bonds into yield-hedged digital assets. The combination of lower real yields and slowing inflation strengthens Bitcoin’s narrative as a macro hedge asset, positioning it as a potential store of value amid global policy divergence.

BlackRock’s Influence Expands Across Traditional Finance

BlackRock’s dominance in ETF flows mirrors its broader role across global finance, managing $13.5 trillion in assets as of Q3 2025. Its crypto products have set the tone for institutional participation, as seen when $149.3 million worth of BTC inflows (about 1,300 BTC) entered U.S. ETFs on October 27, nearly matching three days’ worth of mined supply.
Institutional adoption continues to deepen as banks, asset managers, and payment firms integrate custody, settlement, and tokenization services. Data from Bitwise shows that major institutions are “quietly expanding exposure” as Bitcoin and Ethereum ETFs normalize within diversified portfolios. This integration cements crypto assets as part of core financial architecture, not speculative outliers.

Bitcoin ETF Adoption Rate Rivals Early Gold ETFs

Adoption metrics reveal that Bitcoin ETFs reached 6% of total BTC market capitalization within six months of launch — roughly mirroring early gold ETF growth in the 2000s. Standard Chartered estimates that the inflows from spot Bitcoin ETFs have been the primary driver of Bitcoin’s price momentum throughout 2025, outpacing direct retail demand.
Bitcoin’s total assets under management (AUM) in ETFs reached $229 billion, an extraordinary figure considering spot ETF approvals began less than two years ago. Analysts believe this AUM could surpass $300 billion by mid-2026 if current inflow rates persist, particularly as central banks continue cutting rates.

Ethereum And Altcoin ETFs Lag Behind Bitcoin Dominance

While Bitcoin ETFs enjoyed record participation, Ethereum ETFs faced their first net outflows in five weeks, losing $169 million, largely from U.S.-based spot products totaling $243.9 million. Leveraged Ethereum ETPs, however, retained popularity, indicating speculative positioning remains intact.
Meanwhile, Solana (SOL) and XRP ETFs posted modest inflows of $29.4 million and $84.3 million, respectively — a slowdown ahead of their own U.S. ETF launches. Analysts from JPMorgan project the Solana ETF could attract $3–6 billion in its first year, while XRP’s could see $4–8 billion, though both rely heavily on U.S. regulatory clearance.

Technical Overview: Bitcoin Consolidates Above $110,000 With ETF Support

Technically, BTC-USD maintains a bullish structure above $110,000, with key support zones at $108,500 and $105,000, aligned with the 50-day moving average. Resistance remains firm at $116,000–$118,000, where profit-taking has occurred after the latest ETF-driven surge.
Momentum indicators remain favorable: the RSI at 63 signals moderate strength, and the MACD trend supports continued accumulation. With IBIT inflows maintaining momentum and macro conditions easing, the risk of a deeper correction remains limited as long as Bitcoin holds above $108,000.

Market Sentiment: Institutional Confidence At Record High

Investor sentiment is overwhelmingly constructive. CoinShares’ James Butterfill noted that Bitcoin’s share of total crypto ETF inflows exceeds 90%, illustrating institutional preference for BTC over alternative assets. The “fear trade” narrative has shifted into a “reserve trade”, where Bitcoin functions as a liquidity hedge against monetary uncertainty.
While analysts acknowledge the structural fragility of reliance on one issuer, the broader implication is clear — institutional adoption of Bitcoin (BTC-USD) has achieved critical mass. Bitcoin’s integration into regulated ETF vehicles has transformed it from speculative asset to strategic portfolio component within global asset management.

Buy, Sell, Or Hold Verdict For Bitcoin (BTC-USD)

After assessing all ETF flow data, macro context, and institutional dominance, Bitcoin (BTC-USD) remains a Buy. The sustained $931 million weekly inflows, concentration around IBIT’s $28.1 billion net additions, and macro backdrop of lower yields and dovish Fed policy support a bullish bias.
While short-term pullbacks are likely around $115,000–$118,000, ETF-driven accumulation provides strong support near $108,000. As long as BlackRock’s IBIT maintains positive flow momentum, Bitcoin’s structural uptrend remains intact — targeting $125,000–$130,000 over the coming quarter amid record institutional participation and continued monetary easing.

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