US spot bitcoin exchange-traded funds attracted more than $1.2 billion in inflows during the first two trading days of 2026, signalling strong early momentum.
The spot Bitcoin ETFs are coming into 2026 like a lion.
Bloomberg senior ETF analyst Eric Balchunas said.
Balchunas noted that nearly all funds recorded inflows, with the WisdomTree Bitcoin Fund as the main exception.
At the current pace, annual inflows could reach $150 billion, representing roughly 600% growth compared with total inflows in 2025.
Told ya’ll if they can take in $22 billion when it’s raining, imagine when the sun is shining.
Eric Balchunas said.
US spot bitcoin ETFs saw net inflows of $21.4 billion in 2025, down from $35.2 billion in 2024, with BlackRock’s iShares Bitcoin Trust leading the market.
A $697 million inflow on Monday marked the largest single-day inflow in three months as bitcoin prices held above $90,000.
Sygnum chief investment officer Fabian Dori said ETF demand is increasingly absorbing circulating supply, pointing to potential long-term market impact.