Bitcoin ETF Inflows Rebound After Recent Decline
U.S.-listed spot Bitcoin exchange-traded funds pulled in $753 million on Tuesday, ending a four-day losing streak with their second consecutive day of positive flows. The products have accumulated $660 million in net inflows during 2026 as investor demand continues to fluctuate, according to Farside Investors data.
Traditional ETFs Outpace Crypto Products in Investor Preference
Traditional ETFs attracted $46 billion during the first six days of 2026, a pace Bloomberg ETF analyst Eric Balchunas described as abnormally high. The analyst noted flows are tracking toward $158 billion for the month, roughly four times the typical rate. The divergence shows ETF investors actively deploying capital while favoring funds tied to traditional investments over crypto products with higher perceived risk profiles.
Bitcoin ETF Demand Fluctuates Over Past Six Months
Bitcoin ETF demand has declined over the past six months. Monthly net inflows dropped from $6 billion in July 2025 to $1.09 billion in outflows during December, according to SoSoValue. The shift comes as broader cryptocurrency markets experienced volatility.
Ethereum and Solana ETFs Show Consistent Inflows
Spot Ethereum ETFs recorded $130 million in inflows on Tuesday, bringing total 2026 inflows to $240 million, Farside Investors reported. Spot Solana ETFs have maintained an uninterrupted winning streak with $67 million in net positive inflows since the year began.
Corporate Bitcoin Accumulation Outpaces Mining
Corporate digital asset treasuries added a net 260,000 Bitcoin to their balance sheets during the past six months, outpacing the estimated 82,000 coins mined over the same period. This represents monthly corporate investments of approximately 260,000 Bitcoin, valued at roughly $25 billion, according to Glassnode.
Bitcoin treasury firms are filling the gap left by reduced ETF demand through steady monthly accumulation. The blockchain data suggests institutional buyers continue to build positions despite fluctuating retail interest.
"Smart Money" Maintains Bearish Stance on Most Cryptocurrencies
Industry-leading traders, tracked as "smart money," maintained $122 million in net short positions, according to crypto intelligence platform Nansen. The cohort held net short positions betting on declines across most top cryptocurrencies. Exceptions included Ethereum, XRP, Pump, and Zcash. Hyperliquid exchange data shows these traders maintaining bearish positioning despite Bitcoin's recent price strength.