Bitcoin ETF Inflows Hit $2.71B as BTC Rebounds Above $115,000 — IBIT Nears $100B Milestone

Bitcoin ETF Inflows Hit $2.71B as BTC Rebounds Above $115,000 — Institutional Capital Drives Historic Momentum

Institutional Demand Fuels Bitcoin (BTC-USD) Rebound Above $115,000

The second week of October marked another historic surge for Bitcoin (BTC-USD) as U.S. spot Bitcoin ETFs attracted $2.71 billion in net inflows, propelling total assets under management to a record $158.96 billion. The rebound followed a flash crash that erased more than $20 billion in leveraged positions, only to see Bitcoin rally back above $115,000, reaffirming deep institutional conviction in digital assets.
Leading the inflow wave, BlackRock’s iShares Bitcoin Trust (IBIT) dominated with $2.63 billion in new capital—97% of the week’s total—bringing its net assets to roughly $94 billion and placing it within reach of a $100 billion milestone. Fidelity’s FBTC followed with $88.9 million, while Bitwise BITB added $42.7 million. Smaller contributions came from Grayscale’s Mini Trust (+$25.9 million), VanEck’s HODL (+$15.1 million), and Invesco’s BTCO (+$7.5 million).
Despite minor outflows from GBTC (-$93.3 million) and ARKB (-$11.8 million), the total inflow reflects the strongest weekly net addition since April 2024. Bitcoin’s price jumped 3.5% in 24 hours to $115,570, with 24-hour trading volume surging 15% to $92 billion, underscoring revived liquidity and institutional engagement.

Volatility Meets Record Participation in ETF Derivatives

ETF-linked Bitcoin options reached unprecedented levels. As of October 10, notional trading volume hit $4.86 billion, with open interest climbing to $39.96 billion and a long-short ratio of 3.45. Implied volatility at 50% indicates traders positioning for larger swings but with bullish bias. Analysts from CoinShares noted that even during the $20 billion liquidation wave, net ETF outflows totaled just $159 million, a minimal reaction compared with the price drop, suggesting strong buy-side absorption by institutions.

Ethereum (ETH-USD) ETFs Add $488 Million as Staking Function Expands

While Bitcoin ETFs dominated the headlines, Ethereum (ETH-USD) spot ETFs quietly gathered $488 million in new inflows, bringing total AUM to $27.5 billion. BlackRock’s ETHA led with $638 million, offsetting mild redemptions from Fidelity’s FETH (-$125.6 million) and Grayscale’s ETHE (-$32.5 million). The catalyst was the announcement by 21Shares and Grayscale introducing staking capabilities for their Ethereum funds, turning passive ETFs into yield-bearing vehicles. Analysts called the feature “super bullish,” comparing staking yields to stock dividends, with expected inflows exceeding $10 billion in the next twelve months.

Solana (SOL-USD) and Altcoin ETFs Show Mixed Signals

Interest in Solana (SOL-USD) cooled after a record $706 million prior-week surge, with new inflows of $93.3 million as investors consolidated profits near the $206 mark. Canary and Bitwise advanced filings for Solana spot and staking ETFs, setting management fees at 0.5% and 0.2%, respectively—among the lowest in the industry. Despite moderate inflows, Solana’s inclusion in new multi-asset products such as CoinShares’ Altcoin ETF (DIME)—which also holds TON, AVAX, ADA, DOT, NEAR, APT, and ATOM—keeps institutional exposure broadening.
In Hong Kong, Bitcoin spot ETFs recorded outflows of 98.7 BTC, reducing NAV to $515 million, while Ethereum ETFs added 609 ETH, signaling regional rotation rather than withdrawal.

Global ETF Developments Reshape Market Structure

Beyond U.S. shores, ETF innovation accelerated. The Bitwise Avalanche ETF (BAVA) was listed on DTCC, marking the first Avalanche-focused U.S. fund. Amplify ETFs launched the Ethereum Options Income ETF (ETTY) and Ethereum Covered Call ETF (EHY) to capture option premium income. Simultaneously, Luxembourg’s sovereign wealth fund allocated 1% of its $730 million portfolio to a Bitcoin ETF—the first Eurozone national fund to take direct crypto exposure.
The U.S. government shutdown, now in its third week, has delayed approvals for 16 pending spot crypto ETFs. Yet analysts anticipate a “floodgate moment” once the SEC resumes operations, potentially unleashing billions in deferred inflows before November.

Market Stress, Liquidity Shifts, and Institutional Accumulation

Data from CryptoQuant shows Bitcoin’s liquidity-stress index at 0.2867, its highest since early 2025, reflecting tight market depth after mass liquidations. Analysts interpret this as capital transfer from leveraged traders to long-term holders. Derivative funding rates plunged to bear-market lows, often a contrarian bullish indicator.
The rapid rebound above $112,000 confirmed strong defense by institutional desks, particularly ETFs absorbing panic supply. With open interest recovering to $74 billion, confidence appears restored. The liquidity reset could mark the base of Bitcoin’s next institutional accumulation phase.

IBIT Nears $100 Billion AUM, Becoming BlackRock’s Most Profitable ETF

Bloomberg data shows BlackRock’s IBIT now managing 783,767 BTC, valued around $95.9 billion. In just 435 days, IBIT has generated $244 million in annual revenue, outpacing every legacy ETF BlackRock launched over the last two decades. The performance cements IBIT as the firm’s most profitable ETF in history and underscores Bitcoin’s transformation from speculative asset to institutional reserve vehicle.

Investor Sentiment and Q4 Outlook for BTC-USD

According to Bitwise CIO Matt Hougan, Q4 inflows could surpass the $36 billion total of 2024, driven by three catalysts: wealth-management platform adoption, Bitcoin’s price appreciation, and “depreciation trades” reallocating capital from gold to BTC. With cumulative YTD ETF inflows now above $48.7 billion, Bitcoin’s institutional market share has reached a new record, representing roughly 57% dominance in total crypto capitalization of $3.97 trillion.
Short-term technicals remain volatile, but structurally the data points toward persistent accumulation. Analysts from multiple desks project BTC-USD could test $150,000 by year-end if ETF inflows maintain their current trajectory and macro volatility cools.

Verdict: BTC-USD — BUY on Institutional Momentum

The sustained ETF inflows, record trading volumes, and rapid liquidity recovery confirm Bitcoin’s structural demand base is expanding, not contracting. While volatility remains a near-term risk, the resilience of ETF markets amid a $20 billion liquidation event signals deep institutional conviction. With IBIT nearing $100 billion AUM and global ETFs adding new exposure across ETH, SOL, and AVAX, the crypto-asset class has entered a phase of regulated, yield-driven growth.
At $115,000, BTC-USD holds firm above critical support at $112,000 with upside targets between $130,000 and $150,000 for Q4 2025. The verdict: BUY, supported by $2.71 billion weekly inflows, historic ETF profitability, and unprecedented institutional depth.

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