U.S. spot Bitcoin exchange-traded funds drew a fresh wave of institutional cash on Monday, logging a combined net inflow of $368.25 million — the largest single-day intake since early August. Data from SoSoValue showed all twelve spot Bitcoin ETFs saw net inflows, a sign of renewed conviction among large investors.
Leading the charge was Fidelity’s FBTC, which took in $156.50 million, followed by Ark Invest and 21Shares’ ARKB with about $89.47 million. The broad-based inflows reversed two days of outflows and coincided with positioning ahead of a busy macro calendar: Tuesday’s Nonfarm Payrolls revisions, Wednesday’s Producer Price Index and Thursday’s Consumer Price Index.
Analysts say the moves reflect strategic repositioning ahead of the Federal Reserve’s interest rate decision on September 17. Illia Otychenko, lead analyst at CEX.IO, noted that while markets were pricing in a modest quarter-point cut, the rising possibility of a larger half-point cut has prompted “extra interest” in crypto as traders reweight risk exposure.
That shift shows up in flows to other products. Ethereum ETFs posted a negative net flow of $96.69 million, marking their sixth straight day of outflows — a pattern experts describe as capital rotating from Ether into Bitcoin as a perceived safer asset going into potentially volatile macro prints.
Options markets also appear to be bracing: short-dated implied volatility for both Bitcoin and Ethereum jumped roughly 15% over the weekend, signaling that derivatives traders are positioning for a sizable move in the days ahead.
At publication, Bitcoin traded near $112,654 (up ~0.8% on the day) and Ethereum around $4,348 (up ~1.1%), per CoinGecko.
Why this matters: Renewed ETF inflows suggest institutions are treating Bitcoin as a portfolio hedge ahead of major economic data and policy decisions. That can support prices in the near term but also raises the chance of sharp intraday swings as traders react to incoming prints.
Risk note: Market positioning around macro events can increase short-term volatility. Investors should weigh liquidity needs and risk tolerance before adjusting exposure.
Source: Decrypt. Read the original coverage for full details.