Headline: Биткоин-ETF восстанавливают позиции: крупнейший приток капитала с октября Translation: Bitcoin ETFs regain momentum: largest capital inflow since October

Following the latest trading session, exchange-traded funds (ETFs) tied to the leading cryptocurrency attracted a total of $753.7 million, marking the highest inflow since October.

The standout performer was Fidelity’s FBTC, which garnered $351 million. It was followed by Bitwise’s BITB and BlackRock’s IBIT, attracting $159 million and $126 million, respectively.

Since the beginning of January, the total influx into bitcoin ETFs has exceeded $660 million, contrasting sharply with the trends observed over the past two months. After the crash in October, these instruments experienced a downturn, losing $3.4 billion in November and $1.09 billion in December amid a prolonged market decline.

Ethereum-focused ETFs drew nearly $130 million over the past 24 hours.

«The inflow into bitcoin ETFs indicates a revival of institutional demand and suggests that investors are actively reallocating capital following a period of caution and risk aversion at the end of last year,» commented Nick Rak, head of LVRG Research.

Vincent Liu, the investment director at Kronos Research, linked this positive trend to an improved macroeconomic environment, highlighted by two key factors:

Increased investor confidence has been reflected in asset prices. Over the last 24 hours, bitcoin’s price increased by 3.1%, reaching approximately $94,900.

The price of Ethereum rose by 5.3%. At the time of writing, the asset is trading around $3,300.

«[The rally] is fueled by sustained inflows into ETFs, which absorb supply significantly outpacing miner issuance, creating a structural tailwind. Improved regulatory clarity and the closing of excessive leveraged short positions have further accelerated price movements, driven clearly by spot demand rather than leverage,» Liu explained.

Rak from LVRG emphasized that the current trend indicates a «healthy reset» following the downturn in the last quarter of 2025.

The total market capitalization increased by 3.2%, reaching $3.3 trillion. A popular market sentiment indicator turned neutral for the first time since October.

Notably, for the first time since mid-2022, the 52-week correlation between bitcoin and gold has dropped to zero. Historically, this has preceded rallies in the leading cryptocurrency.