US spot Bitcoin (CRYPTO:BTC) exchange-traded funds recorded their strongest single-day inflow in three months as Bitcoin surged above the $95,000 level.
Data from SoSoValue showed total net inflows of $753.7 million on 13 January, marking the largest daily addition since October.
The inflows followed a renewed rally in Bitcoin, which climbed to a two-month high during the trading session.
Market participants linked the rebound to early-year portfolio adjustments by institutional investors.
The move reflects institutional rebalancing after year-end tax strategies, improving macro sentiment, and growing confidence in ETFs as regulated demand channels.
Marcin Kazmierczak said.
Bitcoin was trading just under $95,000 at the time of reporting, up roughly 3.3% over the previous 24 hours, according to market data.
Analysts noted that price action rather than narrative shifts appeared to be driving fund flows.
Price is leading narratives and flows.
Aurelie Barthere said.
A breakout above $91,000 after weeks of consolidation has triggered the recent push.
Aurelie Barthere added.
Fidelity’s FBTC led daily inflows with $351.36 million in net additions.
Bitwise’s BITB followed with $159.42 million in net inflows during the same session.
BlackRock’s IBIT ranked third, attracting $126.27 million in fresh capital.
The buying activity lifted total net assets across all US spot Bitcoin ETFs to around $123 billion.
That figure represents roughly 6.5% of Bitcoin’s estimated $1.89 trillion market capitalisation.
Analysts cautioned that the durability of ETF demand through the first quarter remains uncertain.
Kazmierczak said ETF flows have become increasingly volatile in recent months.
He added that elevated interest rates continue to raise the opportunity cost of holding non-yielding assets such as Bitcoin.
Institutional demand this quarter is likely to be more selective and cautious rather than fuelling sharp breakouts.
Marcin Kazmierczak said.
The renewed momentum also spread across the wider cryptocurrency market.
Total crypto market capitalisation rose by about 3.3% to $3.32 trillion.
Several major altcoins posted gains alongside Bitcoin’s rally.
XRP (CRYPTO:XRP), Solana (CRYPTO:SOL) and Dogecoin (CRYPTO:DOGE) advanced between 2% and 6% over the same period.
Part of the optimism was linked to progress on a draft crypto market structure bill in the United States.
Barthere said the bill’s movement through the Senate Banking Committee offered supportive narrative signals for investors.
Analysts believe the legislation could clarify regulatory treatment for certain digital assets.
Some proposals would classify selected altcoins as “non-ancillary” assets, similar to Bitcoin.
If passed, the bill could attract institutional inflows into altcoins and push other tokens to pursue ETFs as a survival strategy.
Ryan Yoon said.
Yoon warned that political challenges could delay or dilute the bill’s impact.
Regulators appear more focused on the product wrapper than the underlying technology, while election politics and agency disputes remain key obstacles.
Ryan Yoon also noted.
Despite near-term caution, analysts said longer-term ETF dynamics remain supportive.
Bitwise expects ETFs to purchase more Bitcoin than total new supply in 2026.
Marcin Kazmierczak said.
He added that projected ETF asset growth could create sustained supply-demand pressure by the end of the year.
At the time of reporting, Bitcoin price was $95,623.75.