During the second trading day of 2026, spot Bitcoin exchange-traded funds (ETFs) secured a substantial $697 million in inflows, contributing to a total of over $1.1 billion in the initial two days of the year. This surge in investment reflects a resurgence in demand for digital assets, attributed to a phenomenon known as the “clean-slate effect,” as noted by analysts.
Following two months of consecutive net outflows, where spot Bitcoin ETFs experienced $3.48 billion in November and $1.09 billion in December, this influx is a positive development for Bitcoin (BTC) investors. Other crypto funds also reported inflows, including $168 million into spot Ether (ETH) ETFs and $16.8 million into spot Solana (SOL) ETFs, indicating a broader recovery in the cryptocurrency market.
Market analysts, including Geoff Kendrick from Standard Chartered, have emphasized that these inflows are crucial for Bitcoin's ongoing momentum. Lacie Zhang from Bitget Wallet noted that the uptick in ETF demand may signal that institutional investors are actively engaging with the market, potentially supporting Bitcoin's price movement toward $105,000 and Ethereum's approach to $3,600.