Spot Bitcoin exchange-traded funds (ETFs) recorded nearly $1 billion in net inflows over the past week, their strongest performance in more than three months as market sentiment shifted toward risk assets.
Data from SoSoValue shows spot Bitcoin (BTC) ETFs attracted $996 million in total net inflows last week, the highest weekly intake since early January, when inflows reached about $1.4 billion. Friday saw $663.9 million in inflows, the strongest single-day performance of the week. Earlier gains included $411.5 million on Tuesday and $186 million on Wednesday, followed by a more modest $26 million on Thursday. The period began with a $291 million outflow on Monday.
Total net assets across spot Bitcoin ETFs climbed above $101 billion by Friday, while trading activity surged, with daily volumes nearing $4.8 billion.
Markets appear to be pricing how geopolitical tensions evolve rather than whether they persist. Analysts at Bitunix said signs of de-escalation, particularly around US–Iran relations, have reduced extreme risk scenarios and weakened demand for traditional safe havens like the US dollar. The Federal Reserve remains cautious, limiting expectations for rate cuts, while concerns about US debt demand and high long-term yields are eroding confidence in “risk-free” assets — a dynamic that has pressured the dollar and supported flows into alternatives such as Bitcoin.
“In crypto market structure, BTC is currently in a classic liquidity redistribution phase,” Bitunix wrote, noting Bitcoin is trading in a defined range with resistance above $75,000 and support near $72,000. “Liquidation heatmaps suggest the market is building a new equilibrium range rather than extending a directional trend.”
On Friday, Iran’s foreign minister announced the Strait of Hormuz had been reopened to commercial shipping for the duration of the current ceasefire, a move quickly confirmed by US President Donald Trump. The decision eased immediate fears of supply disruption in one of the world’s key oil transit routes, triggering rapid market reactions: Bitcoin surged above $77,000 and Brent crude prices fell roughly 10% to around $85 per barrel.
Cointelegraph is committed to independent, transparent journalism. This article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently. Read our Editorial Policy https://cointelegraph.com/editorial-policy