Last week marked a historic turning point for the Bitcoin market as Bitcoin Spot ETF funds in the U.S. recorded inflows of up to 3.353 billion USD, setting a new record for the highest weekly inflow. This milestone surpassed even the peak period in March 2024.

Strong Cash Flow from Bitcoin ETF Funds

According to data from Farside Investors, all 5 trading sessions in the past week recorded positive inflows. In which, there were 3 days when the capital inflow exceeded 750 million USD. The leading funds in the inflow include:

  • IBIT (BlackRock): 2.05 billion USD, accounting for the majority of the cash flow in the week.

  • FBTC (Fidelity): 772 million USD.

  • ARKB (ARK): 301 million USD.

As a result, the total Bitcoin assets held by these ETF funds have surpassed 100 billion USD, with a total net purchase of over 447,000 BTC in just 11 months since the launch of Bitcoin Spot ETF products.

BTC Price Near Historical Milestone of 100,000 USD

Strong buying power from ETF funds, combined with options trading and positive moves from organizations like MicroStrategy (with a record purchase of 4.6 billion USD), pushed the price of Bitcoin up from 89,000 USD to 99,588 USD, the highest all-time high (ATH). BTC price is currently only a small distance away from the historical milestone of 100,000 USD, boosting market optimism.

Support from the U.S. Government

An important factor behind this growth is the positive signals from the administration of President Donald Trump. Since being re-elected in 2024, Trump has shown a commitment to promoting the cryptocurrency industry through actions such as:

  • Establishment of a crypto policy advisory board for the White House.

  • Building a clear legal framework for crypto.

  • Supporting companies in the blockchain sector.

  • Establishing a strategic Bitcoin reserve for the U.S.

  • Forcing SEC Chairman Gary Gensler to resign.

These measures have created a more favorable legal environment, boosting investor confidence in the long-term prospects of Bitcoin and digital assets.

Contrary to Ethereum ETFs

While Bitcoin recorded large capital inflows, Ethereum ETF funds fell into a state of 'bleeding'. After last week achieving a record inflow of over half a billion USD, this week Ethereum ETF funds recorded an outflow of 68.4 million USD. BlackRock was the only bright spot, buying nearly 100 million USD worth of ETH on November 22, but this was not enough to lift the entire market.

Ethereum's price is currently fluctuating at around 3,400 USD, but has not been able to break out strongly like Bitcoin or other leading altcoins.

Hope for the Future

The outstanding performance of Bitcoin Spot ETFs not only reflects the increasing demand from institutional investors but also reinforces Bitcoin's position as a leading asset in the cryptocurrency market. If this growth momentum continues, the 100,000 USD milestone could soon be broken in a short time.