HomeNewsBitcoin ETFs net $730M inflow as Fed's dovish stance defies September trend

Bitcoin ETFs net $730M inflow as Fed’s dovish stance defies September trend

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Spot Bitcoin ETFs recorded $730.8 million in net inflows on September 3, 2026, the strongest single-day inflow since January 14. BlackRock’s IBIT led with $454 million, followed by ARK 21Shares’ ARKB at $137.7 million and Fidelity’s FBTC at $74.4 million. The surge was driven by dovish comments from Federal Reserve Governor Christopher Waller, who “would be inclined to support holding the target for the federal funds rate at its current setting.” Despite strong inflows, Bitcoin’s price struggled to hold above $80,000, trading at $79,622.23 after a 2.1% daily drop. Ethereum ETFs also saw inflows of $141.4 million on September 3, while Solana ETFs experienced mixed sentiment.


Spot Bitcoin ETFs saw $730.8 million in net inflows on September 3, 2026, the highest single-day figure since January 14, according to data. BlackRock’s IBIT absorbed approximately $454 million, followed by ARK 21Shares’ ARKB at $137.7 million and Fidelity’s FBTC at $74.4 million. VanEck and WisdomTree recorded modest outflows.

The month of September, historically unfavorable for Bitcoin, has so far favored the asset. After a $236.5 million outflow on September 1, ETFs posted $101 million in inflows on September 2. The $730.8 million inflow on September 3 and an additional $174.6 million on September 4 brought the four-day period to roughly $770 million in net inflows despite the earlier withdrawal.

The biggest catalyst appears to be changing macroeconomic expectations around U.S. monetary policy. On September 3, Federal Reserve Governor Christopher Waller made comments that markets interpreted as dovish, stating, “I would be inclined to support holding the target for the federal funds rate at its current setting.”

Bitcoin’s price, however, faced a major surge but still needs the $80,000 level to become support instead of resistance. The RSI sits above neutral, confirming bullish sentiment, but widening Bollinger Bands confirm volatility remains high. Analysis by MSB Intel highlighted that Bitcoin has historically spent very little time trading above $70,000. At press time, BTC traded at $79,622.23 after a 2.1% drop in 24 hours.

Ethereum ETFs exhibited a similar pattern. On September 1, they recorded $8.6 million in net inflows, but turned negative on September 2 with $48.2 million in outflows. Buying returned strongly on September 3, with $141.4 million attracted, followed by $25.9 million on September 4. Solana ETFs saw mixed sentiment, while Hashdex’s NCIQ ETF added HYPE with a 3.4% allocation worth about $14.7 million, creating new institutional demand.

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