Asia Morning Briefing: $300M Flows Into Bitcoin ETFs Amid Aggressive Dip-Buying

Bitcoin ETFs Record $300M Inflows as U.S. Funds Snap Two-Week Losing Streak

U.S.-listed spot Bitcoin ETFs reversed two weeks of steady redemptions on Tuesday, pulling in nearly $300 million in net inflows as institutional investors rotated back into crypto products amid improving market sentiment.

Preliminary data from SoSoValue showed $299.8 million in total inflows by the end of the U.S. trading session. Fidelity’s Wise Origin Bitcoin Fund (FBTC) led with $165.9 million, followed by Ark 21Shares Bitcoin ETF (ARKB) at $102.5 million, while Grayscale’s GBTC added another $24.1 million. Several other issuers have yet to report.

The rebound stands in stark contrast to last week’s $1.17 billion in total outflows from digital asset funds, as tracked by CoinShares. U.S. spot Bitcoin ETFs accounted for $932 million of those withdrawals, while Ethereum funds lost $438 million. Meanwhile, European investors remained net buyers, with inflows of $41 million in Germany and $50 million in Switzerland — highlighting a divergence in regional sentiment.

Among altcoins, Solana (SOL) extended its streak with $118 million of inflows, pushing its nine-week total above $2.1 billion, while HBAR and Hyperliquid saw steady, smaller allocations. Analysts say the trend underscores investors’ growing appetite for networks showing active on-chain momentum, even as macro uncertainty weighs on the majors.

Institutional Flows Signal Renewed Confidence

According to Kraken’s global economist Thomas Perfumo, Bitcoin’s long-term fundamentals remain intact despite short-term volatility.

“In roughly a week, Bitcoin’s circulating supply will surpass 19.95 million coins, about 95% of the 21 million cap,” Perfumo wrote in a note to CoinDesk. “That milestone reinforces its scarcity and role as a globally neutral store of value.”

Perfumo added that institutional behavior reflects a shift toward strategic accumulation: “They’re buying dips through ETFs, trimming high-beta risk, and positioning Bitcoin as a structural portfolio asset rather than a speculative trade.”

Market Overview

• BTC: Rose 1.4% to around $103,000, recovering part of last week’s drop as ETF inflows lifted sentiment.
• ETH: Gained 2.1% to $3,424, outperforming Bitcoin after two weeks of fund outflows.
• Gold: Hovered near $4,134.6, close to record highs. Economist James Thorne warned the U.S. has “crossed a fiscal Rubicon,” predicting a possible “Bretton Woods 2.0” revaluation of gold to address soaring debt. Meanwhile, Barrick Gold posted $1.3 billion in quarterly profits and announced a dividend increase, reflecting the renewed strength of the precious metals market.

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