Spot Bitcoin exchange-traded funds (ETFs) have drawn robust inflows in 2026 as Matrixport analysts level to renewed investor urge for food as a result of new yr’s “clean-slate impact.”
US spot Bitcoin ETFs bagged $697 million value of inflows throughout the second buying and selling day of 2026 on Tuesday, bringing in over $1.1 billion in web optimistic inflows within the opening two days of the brand new yr, according to Farside Traders knowledge.
The renewed inflows are a welcome signal for Bitcoin (BTC) holders, following two consecutive months of web outflows from spot Bitcoin ETFs. The funds noticed $3.48 billion in outflows in November and $1.09 billion in December, in line with Sosovalue knowledge.
Inflows to identify Bitcoin ETFs had been the first driver of Bitcoin’s momentum in 2025, Commonplace Chartered’s international head of digital property analysis, Geoff Kendrick, not too long ago informed Cointelegraph.
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Taking a look at different crypto funds, spot Ether (ETH) ETFs attracted $168 million on Monday, marking their second consecutive day of inflows. Spot Solana (SOL) ETFs recorded $16.8 million in investments, clocking 20 days of successive inflows, in line with Farside Traders.
The renewed demand for crypto ETFs displays a “rebalancing section” pushed by geopolitical danger and “liquidity positioning,” as basic market drivers stay “constructive” regardless of the elevated uncertainty, in line with Lacie Zhang, analysis analyst at Bitget Pockets.
The renewed ETF inflows and increasing stablecoin provide sign that “institutional consumers are absorbing provide, supporting a near-term rebound,” Zhang informed Cointelegraph, including:
“On this setup, Bitcoin has room to push towards $105,000, whereas Ethereum might take a look at $3,600, as merchants stability inflation dangers with crypto’s deflationary traits and long-term adoption narrative.”
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Crypto market demand surges on new yr “clean-slate impact”
In the meantime, a report from crypto platform Matrixport highlighted the “clean-slate impact” of the brand new yr, which allowed cryptocurrency markets to reset as $30 billion of Bitcoin and Ether futures leverage unwound for the reason that $19 billion market crash in October.
“Getting into 2026, positioning is way leaner, speculative extra has been flushed out, and with out the burden of crowded trades, Bitcoin and different cryptocurrencies now have room to observe their pure trajectory, which could be larger,” wrote Matrixport in a Monday X post.
Nonetheless, the business’s most profitable merchants by returns, tracked as “good cash” merchants on Nansen, proceed betting on Bitcoin’s worth decline.
Sensible cash merchants had been web quick on Bitcoin for $108 million, with practically $19 million in web quick positions added throughout the previous 24 hours, in line with crypto intelligence platform Nansen.
Nevertheless, the cohort was web lengthy on Ether worth for $712 million and web lengthy on XRP (XRP) for $83 million, signaling upside expectations for these cash.
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