US-listed spot Bitcoin exchange-traded funds are back in accumulation mode, pulling in more than $1 billion in net inflows over just three trading sessions, a sharp reversal after weeks of steady withdrawals.
Data from SoSoValue shows the 11 US spot Bitcoin ETFs attracted a combined $1.02 billion between Tuesday and Thursday, with Wednesday alone accounting for $506.5 million, the strongest single-day inflow of the stretch. The renewed appetite comes even as Bitcoin trades well below its recent peak, suggesting investors are positioning for a potential rebound rather than waiting for confirmation.
ETF investors have largely displayed diamond hands during recent btc downturn…
Since btc hit record high in early Oct, spot btc ETFs have seen about $6.5bil in outflows.
Drop in bucket compared to *$55bil* category has taken in since Jan 2024.
$1+bil inflows in last 3 days.
— Nate Geraci (@NateGeraci) February 27, 2026
ETF analyst Nate Geraci described the move as classic “buy the dip” behaviour. In a post on X, Geraci noted that while spot Bitcoin ETFs have seen roughly $6.5 billion in outflows since Bitcoin’s record high in October, that figure remains relatively modest compared to the nearly $55 billion the category has absorbed since launching in January 2024.
“50% drawdowns are a walk in the park for long-time BTC investors,”
he wrote, adding that even newer ETF buyers appear unfazed.
BlackRock leads rebound after weeks of outflows
The turnaround follows five consecutive weeks of net withdrawals, including $2.82 billion in outflows across the final two weeks of January.
Driving the rebound was BlackRock’s iShares Bitcoin Trust (IBIT), which recorded $275.8 million in inflows on Thursday alone. While Fidelity’s FBTC and ARK 21Shares’ ARKB posted minor outflows, gains in funds such as Bitwise’s BITB and Grayscale’s BTC more than offset the weakness.
ETF flows signal shifting market sentiment
The positive shift wasn’t limited to Bitcoin products. Spot Ether ETFs added roughly $173 million over the same three-day period, while Solana-focused funds drew in $35 million. XRP ETFs recorded a smaller but notable $7 million in net inflows.
Meanwhile, Grayscale Research recently noted that the integration of digital assets into traditional finance is shifting the market from speculative retail cycles to a “Dawn of the Institutional Era,” where macro demand for alternative stores of value outweighs crypto-specific news.
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