Largest bitcoin ETF inflow in three months signals institutional bid is back

Strong institutional demand returns as flows turn positive and bitcoin price recovers. What to know : U.S. spot bitcoin ETFs recorded $697.2 million in inflows on Monday, the largest since Oct. 7. U.S. ETFs have recorded approximately $1.2 billion in net inflows across the first two trading days of 2026. Extended ETF outflow periods have historically aligned with local market bottoms, with recent flows flipping back into positive territory alongside a recovering Coinbase premium, suggesting capitulation conditions are fading.