According to Farside Investors data, U.S. spot Bitcoin ETF funds recorded $223.5 million of net inflows on July 2, ending a period of heavy redemptions. Fidelity's FBTC led with $166.0 million of inflows, while Ark and 21Shares' ARKB added $91.8 million, though BlackRock's IBIT posted $40.4 million of outflows. Bitcoin traded near $63,200 on Tuesday, with intraday swings between $61,350 and $64,435, reflecting continued market instability.
The rebound comes as corporate treasury sales add downside pressure. Strategy sold 3,588 BTC between June 29 and July 5, following a $8.32 billion loss on its digital asset holdings in Q2 2026. The shift from accumulation to selective monetization has raised questions about institutional conviction, particularly as investors debate whether the market is stabilizing or rebounding within a broader correction.