U.S. Spot Bitcoin ETFs Rebounded with $355M Inflows After a Week of Withdrawals

U.S. spot Bitcoin exchange-traded funds (ETFs) saw a sharp reversal on December 30, recording $355 million in net inflows and ending a seven-day streak of capital withdrawals, according to Sosovalue data.

The daily inflow was the strongest since mid-December and came after nearly two weeks of steady outflows as prices softened and year-end liquidity thinned. BlackRock’s iShares Bitcoin Trust (IBIT) led the rebound with $143.75 million, followed by ARK Invest and 21Shares’ ARKB at $109.56 million and Fidelity’s Wise Origin Bitcoin Fund at $78.59 million. Smaller contributions came from Bitwise, VanEck, and Grayscale’s legacy Bitcoin Trust (GBTC).

ETF Performance Amid December Volatility

December remained challenging overall, with U.S. spot Bitcoin ETFs posting a net monthly outflow of $744 million, extending losses from November, when funds shed more than $3.4 billion. Outflows were concentrated between December 18 and 29, interrupted only by a single large inflow on December 17.

Despite volatility, cumulative net inflows across U.S. Bitcoin ETFs still total $56.96 billion, and total assets under management reached $114.44 billion, representing roughly 6.52% of Bitcoin’s market capitalization. Trading activity also increased, with $3.57 billion in daily traded value concentrated among the largest issuers. IBIT continues to dominate with cumulative inflows of $62.19 billion and nearly $68 billion in assets under management, equivalent to 3.9% of Bitcoin’s circulating supply.

Meanwhile, GBTC remains in a negative position on a cumulative basis due to ongoing redemptions following its conversion from a trust structure.

Bitcoin Consolidates Below $90K; Ethereum ETFs Stable

The ETF rebound coincided with Bitcoin stabilizing near $88,800, after a volatile intraday move toward $90,000 followed by a pullback. Price action has remained sideways between $86,700 and $88,000, reflecting a pause as traders reassess market direction.

Ethereum spot ETFs recorded $67.84 million in net inflows on December 30, lifting cumulative inflows to $12.40 billion, with total assets just under $18 billion (about 5% of ETH market cap). BlackRock’s ETHA remains the largest Ethereum product, while Grayscale’s ETHE accounted for most of the day’s inflows despite still carrying a negative cumulative balance.