2026-01-04 14:23:37

Institutional funds have come back.

Here are the key data points: On January 2nd, the total net inflow of US Bitcoin and Ethereum spot ETFs was $645.6 million. Among them, products from traditional financial giants continued to lead, and the sustained positive inflow has shifted market sentiment.

Interestingly, this data appeared shortly after a period of fund outflows at the end of December. That wave of outflows was interpreted as year-end accounting adjustments, and it now seems to be exactly that—funds quickly returned. This is not a false alarm, but a market demonstrating through real actions: short-term adjustments are seen as entry opportunities, not signals of trend reversal.

What does this imply?

First, the long-term confidence of institutions remains unshaken. Traditional financial giants now view spot ETFs as the main channel for capital flow, and their continuous net inflows directly influence market direction. This stable influx of incremental funds is effectively building higher support levels for Bitcoin’s price.

Second, the market structure is becoming healthier. Spot ETFs provide a compliant, continuous, and large-scale capital channel for the market. Coupled with retail investors’ spot purchases, institutions and retail form a "dual-driven" pattern. This structural change significantly reduces the space for deep corrections.

Third, market sentiment has shifted. ETF inflow data reflects market confidence in real time, and the ongoing positive data continually boosts overall expectations. Whether the upcoming weekly net inflow data can remain positive will be a key indicator of how far this rally can go.

In short, cryptocurrencies as an asset class have been substantively accepted by mainstream institutions. Short-term liquidity fluctuations cannot change the long-term trend, and the new market narrative of spot ETFs is fundamentally changing the game rules.

BTC-0,77%

ETH1,76%

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BearMarketBard

· 23h ago

This wave of institutional inflows... to put it simply, it's a long-term bet. Short-term fluctuations are just noise.

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AirdropChaser

· 01-04 19:37

Damn, 640 million poured in in one day, institutions really aren't afraid of getting trapped --- End of year dumping, then turning around to buy the dip—this tactic is pretty ruthless --- Dual-wheel drive sounds good, but I'm just worried retail investors will get harvested again --- The key still depends on whether weekly inflows can stay steady, or else it's just another story --- ETF really changed the game; we'll never see such deep crashes again --- Institutions' confidence remains unshaken, so our retail investors' hearts are a bit more stable --- Spot ETFs are basically insurance for Bitcoin, it's a bit scary --- Honestly, it's all about regulatory compliance; only then will institutions dare to enter in large numbers

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Degentleman

· 01-04 14:53

嘿等等，这波流入真的能持续吗？我怎么总觉得还会来波回调机构一回来就开始讲故事，下周净流入数据才是真金白银这次确实不一样了，现货ETF改变了整个游戏年底甩卖然后低吸，老套路了属实双轮驱动听着不错，但散户接盘侠的角色还是没变底部支撑越来越厚实，这不是噱头那就看后续能不能维持正向了，周度数据如果转向就尴尬了合规资金进场好是好，但别忘了机构也会跑我就想知道6.456亿后面会不会直接腰斩现在讲故事谁都会，真正的考验才刚开始啊

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AirdropHuntress

· 01-04 14:52

Data shows that this influx is indeed interesting, but don't be fooled by the surface phenomenon. Pay attention to whether institutions will continue to buy later on...

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WhaleShadow

· 01-04 14:49

Institutions are really the market's stabilizing force. Once they enter, the entire atmosphere changes.

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SurvivorshipBias

· 01-04 14:47

Alright, it seems that institutions really take this seriously, not just a bluff. Wall Street's recent moves are indeed a bit aggressive; I'm increasingly seeing through the end-of-year bottom-fishing rhythm. This influx of data has firmly pushed the bottom higher; we need to keep an eye on the weekly data that follows. The dual-wheel drive strategy sounds good, but retail investors still need to keep up with the rhythm. The fact that institutional confidence remains unshaken is a positive sign, but don't assume it will change the game rules so absolutely; we still need to see how long it can last. A sudden influx of 6.4 billion is quite aggressive; this buying pressure is indeed strong.

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BTCWaveRider

· 01-04 14:47

456 million come back, this is the real feeling of buying, not just talk --- That wave of cutting losses at the end of the year must have made those who sold regret it now, haha --- Institutions have caught it, and retail investors can just relax and lie down --- The bottom support has been raised again, and the correction space is really getting narrower --- It all depends on whether there can be continued positive inflow this week, which will determine the ceiling of the market --- Spot ETF has really changed the game; we can never go back to the era of wild growth --- Dual-wheel drive? Basically, it's institutions and retail investors pushing the price up together --- What are short-term fluctuations? The long-term trend is right here --- I just want to know when the weekly data will be released—that's the real weather vane

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NFTBlackHole

· 01-04 14:38

Over 600 million USD is coming in, this is true institutional recognition, not just lip service. --- Here we go again with the bottom support talk. I heard this explanation last year too, hope this time it’s really different. --- Spot ETF is the biggest variable in this wave. Bitcoin is no longer just a toy for retail investors. --- Wait, outflows in December are now flowing back? Is this just a correction or a shakeout? Can someone explain it clearly to me? --- The dual-wheel driving logic sounds good, but has the depth of the correction really been compressed? --- Basically, institutions are starting to take this seriously as a real business. It’s never wrong for us retail investors to follow the trend.

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