Bitcoin ETFs post $258M inflows as institutional Q4 selling hits 25,000 BTC
Flows into US spot Bitcoin exchange-traded funds turned positive Tuesday as the price of Bitcoin attempted a modest recovery to $65,000, snapping a run of daily redemptions.
Spot Bitcoin (BTC) ETFs recorded $257.7 million in inflows, marking the largest daily total since early February, according to SoSoValue data.
The gains more than offset Monday’s outflows of $203.8 million, pushing weekly flows back into positive territory after five consecutive weeks of net redemptions totaling $3.8 billion.
Weekly flows in US spot Bitcoin ETFs since Jan. 23, 2026. Source: SoSoValue
Despite the rebound, broader market sentiment remains weak, with analysts estimating that roughly half of Bitcoin’s circulating supply is underwater, compounded by reports of heavy institutional selling in the fourth quarter of 2025.
Since the beginning of 2026, total assets under management in US spot Bitcoin ETFs have fallen 30.5%, dropping from about $117 billion to $81.3 billion.
Fidelity leads inflows, with BlackRock close behind
Fidelity Investments’ spot Bitcoin ETF, the Fidelity Wise Origin Bitcoin Fund (FBTC), led Tuesday’s gains with nearly $83 million in inflows, according to Farside data.
BlackRock’s iShares Bitcoin Trust ETF (IBIT) followed closely, recording $79 million of inflows.
Spot Bitcoin ETF flows by issuer on Feb. 23–24, 2026. Source: Farside.co.uk
The cumulative net flows remained above $54 billion after peaking above $62 billion in October 2025, signaling that many investors continued to hold.
Institutions sold 25,000 BTC in Q4 2025
Bloomberg ETF analyst James Seyffart reported Tuesday that institutional investors led by advisors and hedge funds sold a total of 25,000 Bitcoin in the fourth quarter of 2025.
The amount, worth roughly $1.6 billion at current prices, represents a small fraction of Bitcoin’s $1.3 trillion market capitalization. The institutions still hold about 311,700 BTC, according to Seyffart.
Source:
James Seyffart
Multiple analysts also noted that nearly 9 million BTC, or 45% of all coins in circulation, is currently underwater, or worth less than what its holders paid for it.
Related: Bitwise acquires Chorus One, potentially paving way for more staked ETFs
Bitwise’s chief investment officer, Matt Hougan, said this reflects Bitcoin’s ongoing evolution from speculation toward maturity.
“You can’t jump from 100% to 0% speculation without moving through every stage in between,” he wrote on X Tuesday.
Magazine: Bitdeer sells all Bitcoin, Metaplanet rejects misconduct claims: Asia Express
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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