Bitcoin ETF inflows surged to $368.25 million on Monday, the largest single‑day inflow since August 8, as institutional investors rotated capital from Ethereum ETFs ahead of key U.S. macro releases and the Federal Reserve’s September rate decision.
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$368.25M net inflow to spot Bitcoin ETFs on Monday — largest since Aug 8.
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All 12 spot Bitcoin ETFs recorded net inflows; Fidelity’s FBTC led with $156.50M.
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Ethereum ETFs logged $96.69M in outflows — sixth straight day, signaling capital rotation.
Bitcoin ETF inflows hit $368.25M as funds rotate from Ethereum ETFs ahead of Fed data; read the full breakdown and implications for traders.
What caused the $368.25M Bitcoin ETF inflows and why does it matter?
Bitcoin ETF inflows surged to $368.25 million on Monday, the largest single‑day total since August 8, as institutional investors rotated capital from Ethereum ETFs and repositioned ahead of key U.S. macroeconomic releases and the Federal Reserve’s September policy decision.
How are investors rotating capital from Ethereum ETFs?
Ethereum ETFs posted a net outflow of $96.69 million, the sixth straight day of outflows. Market participants interpreted this as a rotation: when sentiment strengthens, investors chase Ether for upside; when uncertainty rises they shift toward Bitcoin as a perceived relative safe-haven within crypto.
Illia Otychenko, lead analyst at CEX.IO, said investors are positioning ahead of a possible Fed rate cut and that a rising probability of a larger cut is driving “extra interest” in crypto markets.
When are macroeconomic reports influencing ETF flows?
Investors cited Tuesday’s Nonfarm Payrolls revisions, Wednesday’s Producer Price Index, and Thursday’s Consumer Price Index as primary drivers of flow decisions this week. These reports feed into expectations for the Federal Reserve’s rate choice on September 17, which is a major market catalyst.
Frequently Asked Questions
How large were the individual ETF inflows?
Fidelity’s FBTC led with a $156.50 million net inflow. ARKB (Ark Invest & 21Shares) recorded $89.47 million in net inflows. Collectively, none of the twelve spot Bitcoin ETFs recorded outflows on the day.
What does rising implied volatility mean for traders?
Short-dated implied volatility for Bitcoin and Ethereum rose roughly 15% over the weekend, signaling that options traders expect a heightened probability of a sizable price move around upcoming macro releases.
Who reported the flow and price data?
Flow figures cited were reported via SoSoValue (plain text reference). Price levels referenced were based on CoinGecko (plain text reference) data at the time of reporting.
Key Takeaways
- Major inflow: $368.25M net into spot Bitcoin ETFs — biggest since Aug 8.
- Capital rotation: Ethereum ETFs saw $96.69M outflows, signaling funds moving to Bitcoin.
- Macro sensitivity: Traders are positioning ahead of Nonfarm Payrolls, PPI, CPI and the Fed decision.
- Volatility alert: Short-dated implied volatility spiked ~15%, implying elevated near-term risk.
- Actionable insight: Monitor ETF flows and volatility around the U.S. macro calendar for trading signals.
Conclusion
Spot Bitcoin ETF inflows reaching $368.25M reflect renewed institutional conviction and a clear capital rotation away from Ethereum ETFs ahead of significant U.S. macroeconomic releases and the Federal Reserve’s upcoming rate decision. Market participants should watch ETF flows, implied volatility, and the macro calendar to gauge near‑term risk and opportunity.
Author: COINOTAG
Published: 2025-09-09
Updated: 2025-09-09
