Matrixport released a chart today stating, "Over the past two years, Bitcoin ETFs have continuously absorbed new capital, with a substantial overall scale: approximately $34 billion in net inflows in 2024 and about $22 billion in cumulative net inflows in 2025. Although the pace of capital inflows has experienced periodic fluctuations, in terms of magnitude, these inflows have still provided significant support to Bitcoin's price. Breaking down the inflow pattern in 2025 reveals clear阶段性 (phased) characteristics: the first quarter started relatively weak due to the impact of Trump-related tariff concerns. However, by late October before the FOMC meeting, the cumulative inflow progress for the year was generally faster than the same period in 2024. Mid-year saw a noticeable acceleration in capital inflows, while after late October, inflows gradually turned into a period of stagnation or slowdown. Overall, this recent slowdown in ETF capital inflows is more attributable to cyclical factors rather than a structural weakening. If it is merely a rhythmic correction, net inflows in 2026 are likely to rebound and may continue to serve as an important support factor for the price."
Matrixport: Bitcoin ETF Net Inflows Expected to Recover in 2026, Supporting Price
TechFlowShare
Summary
Matrixport forecasts a rebound in Bitcoin ETF inflows in 2026, following $340 billion in 2024 and $222 billion in 2025. The firm notes that ETF inflows have historically supported BTC prices. 2025 saw a slow start due to Trump-related tariffs, with mid-year acceleration and a late slowdown. Matrixport views the dip as cyclical rather than structural and expects a recovery in 2026. Altcoins to watch may benefit from broader inflow trends.
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