The leading recipient of funds was the iShares Bitcoin Trust (IBIT) from BlackRock, which accounted for approximately $454 million of the total funds流入 into Bitcoin ETFs.
The second place went to the ARK 21Shares Bitcoin ETF (ARKB), managed by ARK Invest and 21Shares, with $137.7 million in inflows. Fidelity Wise Origin Bitcoin Fund (FBTC), managed by Fidelity Investments, also recorded positive capital inflows of $74.4 million. The Grayscale Bitcoin Trust ETF (GBTC), Bitwise Bitcoin ETF (BITB), and Morgan Stanley Bitcoin Trust (MSBT) attracted $8.2 million, $24.7 million, and $7.7 million respectively.
In August, all these Bitcoin funds raised $3.5 billion, marking a record since last September.
Capital inflow into BTC ETFs intensified following the statement by U.S. Federal Reserve Board member Christopher Waller that regulators are prepared to keep the key interest rate unchanged if inflation slows.
Amid this, shares of companies linked to the crypto industry also rose. Strategy, the largest corporate Bitcoin holder, surged 17.6% to $144.8; shares of U.S. crypto exchange Coinbase climbed 10.14% to $192.7; and Circle, issuer of the USDC stablecoin, gained 16.46%, closing at $103.2. Bitcoin surpassed the $81,000 price mark with a market capitalization of $1.6 trillion.
Rachael Lucas, a crypto analyst at BTC Markets, believes the significant inflow of funds into Bitcoin ETFs signals that traditional financial firms are ready to allocate large sums into crypto investment vehicles. Lucas suggested that the observed trend reflects demand driven by long-term asset allocation rather than short-term speculation. The analyst noted that over the past 90 days, Bitcoin’s correlation with gold exceeded 50%, reaching a six-year high, while its correlation with the S&P 500 index—comprising the stocks of the 500 largest companies traded on U.S. stock exchanges—has dropped nearly to zero. This, Lucas said, demonstrates that investors are increasingly viewing Bitcoin as an inflation hedge rather than a high-risk asset.
According to analysts at Wintermute, the inflow of capital into cryptocurrency ETFs signals a return of liquidity. This could trigger a new bull market cycle in crypto, alongside the tokenization of real-world assets (RWA).