Bitcoin Exchange-Traded Funds (ETFs) in the United States have recorded an unprecedented weekly inflow of $2.4 billion, marking the strongest institutional accumulation phase since their launch earlier this year. Data confirmed by multiple major fund issuers shows that the robust demand is being driven by powerful entities, including major pension funds, sovereign wealth funds, and large corporate treasuries. These sophisticated investors are increasingly reallocating capital into Bitcoin as a crucial component of their inflation-hedging and macro-asset diversification strategies.
Analysts attribute the significant surge to a convergence of positive factors. These include improving global macroeconomic signals, renewed market expectations of U.S. interest rate cuts by the Federal Reserve in early 2026, and Bitcoin’s exceptionally strong post-halving supply dynamics, which restrict the amount of new supply entering the market. Notably, several ETF issuers reported a shift in the source of these allocations, with capital increasingly flowing out of traditional equity portfolios, indicating a deeper mainstream acceptance of Bitcoin as a long-term strategic asset.Market strategists emphasize that sustained inflows of this magnitude are likely to have a major impact on the circulating supply. Continued accumulation by institutions in early 2026 is expected to significantly tighten the available supply, raising the probability of the cryptocurrency achieving new all-time highs sooner than market analysts had initially expected. This momentum validates the ETF structure as a highly effective and popular access point for institutional capital.
 in the United States have recorded an unprecedented weekly inflow of $2.4 billion, marking the strongest institutional accumulation phase since their launch earlier this year.){kind=link}