Spot-Bitcoin-ETFs verzeichnen Nettozuflüsse von 458 Millionen Dollar, da institutionelle Investoren aufgrund globaler Instabilität investieren: Analysten

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U.S. spot bitcoin (BTC) exchange-traded funds posted sizable net inflows on Monday, as institutional investors view bitcoin's current price level as an attractive entry point despite ongoing global turbulence.

According to data from SoSoValue, spot bitcoin ETFs recorded $458.2 million in net inflows on Monday, led by $263.2 million into BlackRock's IBIT. Seven other funds, including those from Fidelity and Grayscale, recorded net inflows, while no funds experienced outflows for the day.

"The positive spot bitcoin ETF inflows mark a turning point as major allocators appear to view current price levels as an attractive entry point amid bitcoin's recent correction and stabilization," said Nick Ruck, director of LVRG Research.

Bitcoin funds have reported substantial outflows amid increased volatility and falling prices throughout the early part of the year. In January and February combined, the ETFs witnessed over $1.8 billion in net outflows.

Flows shifted last week to record a weekly inflow of $787 million, ending five consecutive weeks of negative flows. Monday's inflows showed a continuation in that trend.

"What makes this particularly notable is the divergence from retail sentiment," said BTC Markets Crypto Analyst Rachael Lucas, who pointed out that the retail market remains in "extreme fear," according to the fear and greed index. "[Institutions] appear to be positioning for a macro recovery and are leaning on Bitcoin’s structural fundamentals."

Lucas added that the timing of the inflows and the heavy concentration in BlackRock's IBIT suggest "coordinated buying" among large allocators such as pension funds and endowments seeking relative value.

A similar pattern was seen across other crypto ETFs. Spot Ethereum funds reported a daily net inflow of $38.7 million on Monday, while Solana ETFs attracted $17.4 million and XRP ETFs saw roughly $7 million in net inflows.

Buying into instability

Meanwhile, the return of inflows comes amid heightened global instability and persistent U.S.–Iran tensions following joint U.S. and Israeli strikes that killed Iran's supreme leader, Ayatollah Ali Khamenei.

Andri Fauzan Adziima, research lead at Bitrue, told The Block that institutions bought into global uncertainty because they view bitcoin as a maturing diversifier and hedge. "They seized dip opportunities rather than waiting for de-escalation, as structural ETF flows and resilience trumped waiting for perfect clarity," Adziima said.

BTC Markets' Lucas stated that while geopolitical de-escalation could bolster ETF inflows, any further instability will likely drive volatility. Despite these elevated risks, she noted that current data reflect a continued institutional appetite for allocation.

Bitcoin climbed 2.5% over the past 24 hours at $67,877 as of 1:37 a.m. ET Tuesday, while ether rose 2.3% to $1,993, according to The Block's crypto price page.

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source: https://www.tradingview.com/news/the_block:ad6d6aa03094b:0-spot-bitcoin-etfs-post-458-million-in-net-inflows-as-institutions-buy-into-global-instability-analysts/