Spot Bitcoin exchange-traded funds posted almost $1 billion in net inflows last week, the strongest weekly performance in more than three months as investors moved back into risk assets. Data from SoSoValue shows spot Bitcoin ETFs took in $996 million in net new capital over the seven-day period, the largest weekly intake since early January, when inflows hit about $1.4 billion.
Inflows were heavily concentrated at the end of the week. Friday alone accounted for $663.9 million, the biggest single-day figure, following earlier gains of $411.5 million on Tuesday and $186 million on Wednesday. Thursday added a modest $26 million, while the week began with a $291 million outflow on Monday.
Total net assets across spot BTC ETFs rose above $101 billion by Friday, and trading activity picked up sharply, with daily volumes approaching $4.8 billion.
Analysts link the renewed demand to shifting risk sentiment as markets reassess geopolitical developments rather than assuming prolonged conflict. Bitunix analysts said signs of de-escalation, particularly in US–Iran relations, have reduced the probability of extreme risk scenarios and dented demand for traditional safe havens such as the US dollar. At the same time, a cautious Federal Reserve—keeping markets’ expectations for rate cuts limited—combined with concerns about US debt demand and elevated long-term yields, has weakened confidence in so-called risk-free assets and helped redirect flows into alternatives like Bitcoin.
Bitunix added that Bitcoin appears to be undergoing a liquidity redistribution phase, trading inside a relatively narrow range with resistance above $75,000 and support near $72,000. According to the firm, liquidation heatmaps suggest the market is establishing a new equilibrium rather than extending a clear directional trend.
Geopolitical developments helped trigger Friday’s move. Iran’s foreign minister said the Strait of Hormuz had been reopened to commercial shipping for the duration of the current ceasefire, a statement quickly confirmed by US President Donald Trump. The announcement eased immediate concerns about oil supply disruptions through a critical transit route: Bitcoin climbed above $77,000, while Brent crude dropped about 10% to roughly $85 per barrel.
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