Tuesday's rebound came as Bitcoin recovered modestly to around $65,000 following a sustained period of selling pressure.
Bitcoin News
U.S. spot Bitcoin exchange-traded funds recorded $257.7 million in inflows on Tuesday, marking the largest single-day total since early February, according to SoSoValue data. The figure more than offset Monday's $203.8 million in outflows, pushing weekly flows back into positive territory.
Tuesday's rebound came as Bitcoin recovered modestly to around $65,000 following a sustained period of selling pressure. The broader market context remained cautious, with analysts estimating that approximately 9 million Bitcoin, or 45% of the circulating supply, are currently held at a loss by their owners.
Fidelity's Fidelity Wise Origin Bitcoin Fund (FBTC) led the day's inflows with nearly $83 million, followed by BlackRock's iShares Bitcoin Trust ETF (IBIT) with $79 million, according to Farside data. The gains broke a prolonged stretch of redemptions, following five consecutive weeks of net outflows totaling $3.8 billion.
Total assets under management across U.S. spot BitcoinETF products have fallen 30.5% since the start of 2026, dropping from approximately $117 billion to $81.3 billion. Cumulative net flows remain above $54 billion, down from a peak above $62 billion reached in October 2025.
Bloomberg ETF analyst James Seyffart reported Tuesday that institutional investors, led by advisers and hedge funds, sold a combined 25,000 Bitcoin during the fourth quarter of 2025. At current prices, that represents roughly $1.6 billion in value. Despite the disposals, institutions still hold approximately 311,700 Bitcoin in aggregate, Seyffart said.
Multiple analysts flagged the underwater supply figure as a key market dynamic. Nate Geraci and others noted on X that the near-50% share of coins held below their purchase price reflects the depth of the ongoing correction.
Bitwise Chief Investment Officer Matt Hougan addressed the sentiment on X Tuesday, writing that Bitcoin cannot transition from speculation to maturity without passing through every stage in between. The comment came as the market digests a $1.3 trillion market capitalization against a backdrop of persistent institutional selling and cautious ETF flows.
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