Bitcoin ETF Inflows Surge $7.1B as BTC-USD Targets $160K

ETF INFLOWS INTO BITCOIN (BTC-USD) SIGNAL POWERFUL INSTITUTIONAL ACCUMULATION

BlackRock and Fidelity Dominate as $7.1B Pours Into BTC ETFs in a Week

Bitcoin (BTC-USD) ETFs have entered an aggressive accumulation phase, with $7.1 billion in net inflows logged over the past five trading sessions, marking one of the most significant institutional waves of 2025. BlackRock’s IBIT alone drew $560 million in that span, taking its cumulative inflow to $52.81 billion, while Fidelity’s FBTC added $66.05 million, lifting its total to $12.275 billion. With ETF-held BTC surpassing 700,307 coins, BlackRock now manages more than 55% of the total BTC across U.S. spot funds, overtaking its own S&P 500 ETF in revenue generation for the first time.

Grayscale GBTC Bleeds as Investors Rotate to Lower-Fee Funds

While the broader sector surges, Grayscale’s GBTC continues to leak capital, losing $10.2 million on July 7 alone, extending its net outflows to $23.344 billion. The outflows are largely attributed to high fees and conversion fatigue, as investors favor lower-cost, newly launched ETFs like IBIT, FBTC, BITB, and HODL.

Macro Hedge: ETFs Now Hold 6.3% of Total BTC Supply

ETF products now represent a historic 6.32% of Bitcoin’s total market cap, with total ETF AUM crossing $135.7 billion, up from $131 billion last week. With $49.86 billion in cumulative net flows, ETFs are absorbing BTC faster than miners can produce it. MicroStrategy and ETFs combined have acquired $28.22 billion worth of Bitcoin in 2025, vastly outpacing $7.85 billion in miner issuance. This structural imbalance is tightening supply, reinforcing BTC’s role as a macro hedge.

15 of Last 17 Trading Days Show Inflows Despite Derivatives Shorting

Data from Santiment and Farside show that only two of the last 17 sessions recorded net outflows. Even with aggressive short positions on Binance Derivatives, where net CVD remains negative, Bitcoin has shown resilience, holding above $107K. This divergence between derivatives and spot ETF behavior highlights a deeper, longer-term conviction among institutions.

Bitcoin Treasury Adoption Surges: 65,000 BTC Bought by Public Firms in June

In June alone, publicly traded firms added 65,000 BTC to their balance sheets, equating to over $7 billion, per BitcoinTreasuries data. This signals a revival of the corporate treasury strategy pioneered by MicroStrategy. Corporates are now accumulating at a faster pace than ETF buyers in some cases, with multiple firms moving Bitcoin from exchanges into cold storage or strategic holdings.

Regulatory Headwinds: SEC Stalls on SOL, GDLC, and Index-Based Crypto ETFs

While Bitcoin spot ETF approvals proceed, the SEC remains hesitant on broadening ETF exposure to other assets. The regulator has stalled the listing of Grayscale’s Digital Large Cap Fund (GDLC) and Fidelity’s SOL ETF, citing structural concerns. No green lights are expected before October 2025, as the SEC reviews “generic listing standards.”

Cup and Handle Breakout Signals $160K Technical Target

Technical analysis confirms a cup-and-handle breakout on the BTC monthly chart, with the cup base measuring $60,000. A successful breakout targets the $160K–$170K zone. The RSI sits at 70.32, slightly overbought but not peaking. Meanwhile, MACD momentum remains bullish, and Balance of Power (BoP) at 0.16 signals buyer dominance.

Key Liquidity Zones Around $105K and $110K

With price now at $108,876, immediate resistance is the $111,917 all-time high, with minor resistance at $115K. Support sits at $105K, with a Fibonacci demand zone between $105,500–$106,500 acting as a fair value gap. Traders expect a liquidity grab at these levels before continuation toward highs.

Verdict: BTC-USD is a Buy with Short-Term Volatility, Long-Term Ascent

Despite macro risks like Trump’s trade deadline and hotter-than-expected jobs data, the structural ETF inflow narrative remains dominant. With more than 6.2% of supply locked in ETFs, corporate treasuries joining the bid, and technical confirmation of bullish setups, BTC-USD is rated a Buy. Short-term dips toward $105K should be viewed as opportunities. As ETF flows grow and miner supply lags, Bitcoin is primed for a surge toward $160K in the coming quarters.

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