Bitcoin ETFs Roar Into 2026, Then Consolidate Above $90K as Fresh Money Returns

first published 2026-01-06T11:34:01Z

U.S. spot Bitcoin ETFs recorded their biggest single-day inflow since Oct. 7 at $697.2 million, contributing to roughly $1.2 billion in net inflows across the first two trading days of 2026. Bitcoin rose about 7% from roughly $87,000 to $93,762.54. Glassnode data show prior extended outflow periods coincided with local market bottoms and note that outflows which began in Oct. 2025 have flipped back to positive. The Coinbase premium index has moved toward slightly negative levels, suggesting market conditions have eased from prior capitulation.

AI Analysis

Largest daily ETF inflow since Oct. 7 ($697.2M) and ~$1.2B net over two days coincided with a ~7% BTC price rise to $93,762.54; Glassnode shows outflows (historically linked to bottoms) have flipped to inflows and Coinbase premium has moved toward slightly negative levels—concrete inflows and price action indicate renewed institutional buying pressure.

Source Articles