On February 10th, news reports that after nearly a month of continuous capital outflows, U.S. Bitcoin ETFs recorded net capital inflows for two consecutive days for the first time, indicating a phased recovery in institutional sentiment. According to SoSo Value data, these products saw a total inflow of approximately $471 million last Friday, with an additional $144.9 million on Monday, ending the withdrawal trend that has been ongoing since mid-January.
This round of capital reflow coincides with a short-term rebound in Bitcoin prices. Last Thursday, Bitcoin briefly fell to around $60,000, then quickly rebounded to near $70,000, easing market concerns about further deep corrections. Previously, after a two-week rally in mid-January that pushed Bitcoin close to a high of $98,000, the price retreated, triggering large-scale sell-offs of spot ETFs.
Despite volatile price movements, the overall fund size remains relatively stable. Checkonchain data shows that since early October last year, the combined assets under management (AUM) of these 11 U.S. Bitcoin ETFs have only decreased by about 7%, from 1.37 million BTC to 1.29 million BTC. This change is significantly smaller than the decline in price during the same period. Since Bitcoin hit a record high of $126,000 in October, it has experienced a cumulative correction of over 40%.
This divergence—“sharp price drops with only slight capital retracement”—reflects that some long-term investors are still committed to their positions. As an important channel for institutional entry into the crypto market, ETF AUM stability is often seen as a key indicator of long-term confidence. The two consecutive days of net inflows, while not enough to reverse the overall trend, are viewed as a phased signal of stabilization.
As the market gradually digests macro uncertainties and high volatility risks, the flow of funds into spot ETFs will remain an important reference for assessing Bitcoin’s medium-term trend. Continued capital inflows could provide new support for the price.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
Here’s What $1,000 Invested in Bitcoin 3 Years Ago Is Worth Today
Bitcoin has gone through several boom-and-bust cycles since its creation, but long-term investors have often been rewarded for holding through periods of volatility. Even in more recent years, Bitcoin has continued to prove why it remains the dominant cryptocurrency in the market.
So what would hav
BlockChainReporter1m ago
Strategy: STRC paid an 11% annualized dividend in cash last month
Odaily Planet Daily reports that Strategy posted on the X platform that even though Bitcoin's price has fallen 24% over the past month, Strategy's perpetual preferred stock STRC has rebounded and is close to the $100 peg. Additionally, dividends are paid in cash at an annualized dividend yield of 11%.
GateNewsBot9m ago
Kaiko Research: Bitcoin drops to $60,000 may mark the halfway point of the bear market process
ChainCatcher reports that, according to Cointelegraph, Kaiko Research states that the sharp correction in Bitcoin earlier this month may represent a key "midway point" in this bear market.
Kaiko points out that this decline indicates the market has shifted from the euphoric phase following the halving to a more historically typical bear market cycle. This phase usually lasts about 12 months before entering a new accumulation period.
GateNewsBot10m ago
Bitdeer discloses January mining output of 668 BTC, with a total Bitcoin holding of 1,530 coins.
ChainCatcher reports that, according to market sources, Nasdaq-listed Bitcoin mining company Bitdeer released an unaudited Bitcoin mining and operations update report for January 2026, revealing that the company mined 668 BTC in January, an increase of approximately 430% compared to the same period last year. Its total Bitcoin holdings reached 1,530 BTC, with mining hash rate reaching 63.2 EH/s.
GateNewsBot14m ago
Profit pressure surrounds the Bitcoin mining industry in January
In January, the global cryptocurrency mining sector faced challenges with declining profits due to high energy costs and increasing network difficulty. MARA has managed to transfer over 2,125 BTC while holding over 52,000 BTC, ranking second globally in corporate Bitcoin reserves. Mining efficiency has dropped significantly, leading to price reductions by Bitmain. North America’s market share has fallen to 35% as some operators shift to AI. Nationally, various countries are adjusting their mining regulations, with some cracking down on illegal operations while others legalize mining activities.
TapChiBitcoin38m ago
Analysis: Bitcoin's "Mayer Multiple" indicator drops to 2022 levels, and the market may still have room to decline
As of February 9, the Bitcoin "Mayer Multiple" indicator dropped to 0.65, below the oversold level of 0.8, marking the first time since May 2022. Although extremely low levels can be seen as a buy signal, further declines are still possible, potentially testing the $40,000 range.
GateNewsBot41m ago
