U.S. spot Bitcoin exchange-traded funds (ETFs) are on a roll, racking up $89 million in net inflows on Thursday, March 27, 2025. That marks their 10th day of positive flows—the longest streak since December 2024. While the numbers aren’t jaw-dropping, analysts say it’s a quiet signal of steady institutional interest in Bitcoin, even as markets wobble. Let’s dive into what’s driving this run and what it means for crypto investors.
Modest but Meaningful Milestone
The latest haul brings the 10-day total to $1.06 billion, per SoSoValue data. Fidelity’s FBTC led the charge with a hefty $97.14 million influx, while BlackRock’s IBIT chipped in a modest $4 million. Not everyone’s celebrating, though—Invesco’s BTCO shed $7 million, and WisdomTree’s BTCW lost $5 million. Still, the streak stands out in a crypto landscape that’s been anything but calm.
Min Jung, an analyst at Presto Research, sees it as a glass half full: “Institutions aren’t going all-in, but there’s clear demand for Bitcoin exposure. It’s not aggressive risk-taking—it’s calculated confidence.” These inflows are tame compared to earlier 2025 highs, like January 17’s single-day flood of over $1 billion. But in a jittery market, consistency might matter more than fireworks.
Bitcoin vs. Ether: Tale of Two Trends
The Bitcoin ETF streak throws shade on its Ethereum counterparts. Spot Ether ETFs have been bleeding cash, with outflows on nearly every day since February 20. Jung nails the contrast: “This split screams louder investor faith in Bitcoin over Ethereum right now.” While Bitcoin’s seen as a crypto bedrock, Ether’s struggling to hold the same allure for ETF buyers.
Bitcoin’s Pull: modest but steady $1.06 billion in 10 days.
Ether Pain: Near-constant outflows, signaling weaker conviction.
Market vibes back this up. Bitcoin dipped 1.5% to $86,024 in the last 24 hours, while Ether took a harder 4.7% hit, landing at $1,929, per The Block’s price data. Investors seem to be doubling down on Bitcoin as the safer bet.
What’s Shaking the Market?
Crypto’s not dancing alone—wider markets are feeling the heat too. U.S. President Donald Trump’s tariff threats have rattled stocks and digital assets alike, sparking volatility since they hit the headlines. Investors briefly exhaled, betting the policies won’t bite as hard as feared, but uncertainty still lingers like a bad hangover. Jung notes this backdrop makes Bitcoin’s ETF streak “a resilience story”—not a full-on bull charge, but a sign it’s holding ground.
Winners and Losers in the ETF Game
Thursday’s flows paint a mixed picture:
- Fidelity’s FBTC: $97.14 million in, stealing the spotlight.
- BlackRock’s IBIT: $4 million, a quieter win for the giant.
- Invesco’s BTCO: $7 million out, a rare stumble.
- WisdomTree’s BTCW: $5 million lost, trailing the pack.
- Over 10 days, the $1.06 billion haul is solid but pales next to January’s peak moments. It’s less about a gold rush and more about staying power, especially with institutional players in the mix.
The Big Question: Is Bitcoin Demand Built to Last?
Analysts like Jung see this as a vote of confidence, not a frenzy. “Demand persists, even if it’s not setting records,” she says. With institutions tiptoeing rather than leaping, Bitcoin ETFs are carving a niche as a steady port in a stormy market. Ether’s struggles only sharpen the focus: Bitcoin’s the kingpin for now.
Will this streak stretch further? Or will tariff fears—or a surprise twist—derail it? For crypto fans and cautious investors alike, these ETFs are a pulse to watch. Bitcoin’s at $86,024 today—where it lands tomorrow could hinge on this quiet, persistent flow.
