Bitcoin ETF Inflows Rebound After Crash, Signaling U.S. Demand Isn’t Gone

U.S.-listed spot Bitcoin exchange-traded funds have swung back to net inflows after the brutal October crash that wiped roughly 20% off the crypto market and snapped a multiweek streak of ETF buying. Cointelegraph, citing SoSoValue and related flow dashboards, reports that the products pulled in fresh capital again—more than $100 million on the day in some tallies—just 24 hours after investors had yanked hundreds of millions during the height of the selloff. The quick reversal tells a simple story: the crash hurt, but it didn’t destroy the investment case. U.S. dip buyers were just waiting for a better entry. 

What makes the move important is the context. From Oct. 29 into early November, spot Bitcoin ETFs bled more than $2 billion over six straight sessions, one of the worst runs since the products were approved. Those redemptions came right alongside the $19 billion futures wipeout and the market’s first red October since 2018, so it was easy to assume that institutions were heading for the exits. Instead, the data now shows something subtler: once BTC stabilized above the psychologically crucial $100,000 mark and liquidation pressure eased, the very same channel that had been selling turned back to buying. That is classic tactical positioning—reduce when volatility explodes, reload when spot stops falling.

The leadership of the rebound was also familiar. Fidelity’s fund was among the strongest gainers, while BlackRock’s IBIT—usually the flow magnet—posted a smaller or even flat move on the day, mirroring the split Cointelegraph highlighted. That pattern has shown up before: when flows are cautious, investors gravitate to the issuers they already use across other asset classes or to the funds with clean tracking and deep secondary-market liquidity. Smaller issuers joined in, but the message from the numbers was that the core of U.S. ETF demand remains centered in two or three big vehicles. TradingView

This is especially notable because the crash narrative tried to blame ETFs for the selloff—suggesting that redemptions from these products had drained liquidity from spot markets. But follow-up analysis, including fresh Cointelegraph coverage, showed ETF outflows were actually modest compared with the scale of the derivative liquidations and whale selling that drove price lower. In other words, the selling “came from inside the house”—from leveraged and onchain actors—while the ETF channel behaved more like a pressure valve than a firehose. The return to inflows just days later strengthens that reading: U.S. listed funds are still a net on-ramp for capital, not the main source of downside. coinglass

For Bitcoin itself, the renewed ETF bid arrives at a delicate moment. BTC has clawed back above $100,000 but is still well short of the mid-December highs, and analysts have warned that another corrective wave toward the mid-$90Ks is still possible if macro data or liquidity wobbles again. ETF inflows can’t fully stop that, but they can cushion it—every $100–300 million that comes in through regulated products is $100–300 million that spot sellers have to overcome. That is why traders track these flows daily now: they are the clearest, most transparent window into U.S. institutional appetite for Bitcoin. The Economic 

Sources: Cointelegraph, “Bitcoin ETF inflows rebound after crash”; SoSoValue and Farside ETF flow dashboards as cited in Cointelegraph; complementary market context from Coinglass and Economic Times coverage of the October wipeout.