Bitcoin ETF Recovery: Real But Incomplete, Still Below October Peak

by

Recovery in <a href="https://tech-oracle.com/btc-usd/">bitcoin</a> ETF inflows is real. It is just not complete yet.Markets

What to know:

  • U.S.-listed spot bitcoin ETFs have attracted $3.29 billion over the past two months, bringing cumulative net inflows since their January 2024 launch to $58.72 billion, still below the $61.19 billion peak reached in October.
  • The current rebound in ETF demand has not yet fully offset the $6.38 billion in outflows seen between November 2025 and February 2026, underscoring that the recovery from last fall’s peak remains incomplete.

The eleven Bitcoin ETFs that trade on U.S. stock exchanges have seen money flowing in for two months straight, suggesting that institutions are once again interested in investing in Bitcoin.

But zoom out, and the recovery looks more modest than the monthly headlines suggest.

Exchange-traded funds (ETFs) have attracted $3.29 billion from investors in the last two months, according to SoSoValue. The month of May started strong, with ETFs seeing a net inflow of $629 million on Friday.

This brings the total net inflows since January 2024 to $58.72 billion, although it’s still a bit below the record of $61.19 billion reached in October. That was also the month when the price of bitcoin reached an all-time high of over $126,000.

As a crypto investor, I’m seeing that while demand is back up, we haven’t fully made up for the big sell-off that happened between November 2025 and February 2026. During those four months, around $6.38 billion left the market, and that really hit as Bitcoin’s price dropped from over $100,000 down to almost $60,000.

This isn’t cause for major concern, but it’s a good reminder of how far we are from the high optimism seen in October. It confirms that money is flowing back into ETFs, but the rebound isn’t finished yet. We’ll have to wait and see if this trend continues to strengthen.

Read More

2026-05-04 10:44