The entrada de capital en los ETF de Bitcoin in the United States recorded its highest level since October, totaling 753.7 million dollars last Tuesday. This rebound coincides with the leading asset’s return to the 95,000 dollars mark during today’s trading session.
According to Akash Girimath, this massive flow responds to institutional rebalancing after the tax season and a notable improvement in global macroeconomic sentiment. Institutional interest is consolidated through regulated investment channels currently in the financial market.
Fidelity’s FBTC fund led the inflows with a net inflow of 351.36 million dollars in a single session. For their part, Bitwise and BlackRock products followed closely with 159 and 126 million dollars respectively. Likewise, the total assets under management for these funds already reach 123 billion dollars in the US market. Structural demand for ETFs drives the price of the asset toward new historic highs. This volume represents approximately 6.5% of the total capitalization of the criptocurrencies worldwide.
On the other hand, analysts warn that the sustainability of this momentum during the first quarter could be volatile. Marcin Kazmierczak, co-founder of RedStone, suggested that high interest rates keep the opportunity cost high for non-yielding assets. In this way, institutional demand could become more selective and cautious in the face of possible technical market corrections. The volatility of institutional flows defines the direction of the price in the short term. However, optimism remains present among large fund managers in Wall Street.
Legislative progress in the Senate boosts optimism regarding digital asset regulation
The positive sentiment quickly spread to the altcoin market, raising the sector’s total capitalization to 3.32 trillion dollars. Tokens such as XRP, Solana, and Dogecoin recorded gains between 2% and 6% after new legal details emerged. Therefore, the release of a draft bill on the crypto market structure has injected confidence into traders.
The draft bill provides greater regulatory clarity to the main assets of the financial ecosystem today. This legislative narrative acts as a catalyst for retail capital in the market.
The document, promoted by the Senate Banking Committee, proposes classifying certain tokens as “non-ancillary” assets, granting them a status similar to Bitcoin. Thus, this paradigm shift could attract a new wave of institutional investment toward large-cap projects very soon.
The new legal classification exempts certain tokens from the sector’s most severe restrictions. However, experts point out that internal disputes between regulatory agencies remain the main obstacle to its final approval. The 2026 political landscape will influence the law regarding digital assets.
Will ETF demand be able to outpace the issuance of new Bitcoin supply this year?
Despite near-term caution, the structural bullish case for the rest of the year remains intact. Bitwise experts project that ETFs could buy more units than will be mined during all of 2026. Therefore, this supply and demand dynamic would create a fundamental support for the asset’s price in the long run. Bitcoin’s programmed scarcity benefits the valuation of exchange-traded funds. Institutional demand for ETFs outpaces the supply available on current exchange platforms globally.
Finally, the crypto asset market seems to be shrugging off the negative sentiment that prevailed months ago. The price recovery above 91,000 dollars was the technical trigger that activated massive buy orders. On the other hand, institutional eyes are now focused on consolidating these levels before seeking 100,000 dollars. The crypto market experiences a robust recovery driven by regulated Wall Street capital. The entrada de capital en los ETF de Bitcoin will be the engine of financial growth this quarter.
