Spot Bitcoin ETFs recorded nearly $1 billion in net inflows last week, marking their strongest weekly performance in over three months. Total net assets for these funds climbed above $101 billion, accompanied by a sharp increase in trading activity. The inflows coincided with market sentiment shifting toward risk assets amid evolving geopolitical tensions.
Spot Bitcoin exchange-traded funds (ETFs) recorded nearly $1 billion in net inflows over the past week, marking their strongest performance in more than three months as market sentiment shifts toward risk assets. Data from SoSoValue shows that spot Bitcoin ETFs attracted $996 million in total net inflows last week, the highest weekly intake since early January.
Friday saw $663.9 million in inflows, the strongest single-day performance of the week. Total net assets across spot Bitcoin ETFs climbed above $101 billion by Friday, alongside a sharp increase in trading activity. According to analysts at Bitunix, markets are increasingly pricing in how geopolitical tensions evolve rather than whether they persist.
Signs of de-escalation, particularly around US-Iran relations, have reduced extreme risk scenarios, weakening demand for traditional safe havens like the US dollar. The analysts added that the Federal Reserve is still taking a cautious approach, and expectations for rate cuts remain limited. They stated, “In crypto market structure, BTC is currently in a classic liquidity redistribution phase.”
On Friday, Iran’s foreign minister announced that the Strait of Hormuz has been reopened to commercial shipping for the duration of the current ceasefire, a move quickly confirmed by US President Donald Trump. The decision eased immediate fears of supply disruption in one of the world’s most critical oil transit routes, triggering swift reactions across global markets. Bitcoin surged above $77,000 following the news, while Brent crude fell roughly 10% to around $85 per barrel.
