Spot bitcoin exchange-traded funds recorded a net inflow of $730.9 million on Thursday, September 3, 2026, the largest single-day figure since January, according to data from crypto analytics platform SoSoValue.
BlackRock's iShares Bitcoin Trust (IBIT) led the pack, drawing about $454 million of the total amount that flowed into bitcoin ETFs that day.
ARK 21Shares Bitcoin ETF (ARKB), run jointly by ARK Invest and 21Shares, took in $137.7 million, the second-largest amount. Fidelity Investments' Wise Origin Bitcoin Fund (FBTC) added $74.4 million. Grayscale Bitcoin Trust ETF (GBTC), Bitwise Bitcoin ETF (BITB) and Morgan Stanley Bitcoin Trust (MSBT) also posted positive inflows, of $8.2 million, $24.7 million and $7.7 million respectively.
In August, the same group of bitcoin funds attracted a combined $3.5 billion, the largest monthly total since the previous September.
Fed comments and market reaction
The surge in ETF inflows followed remarks from Federal Reserve governor Christopher Waller, who said the central bank was prepared to hold its key interest rate steady if inflation continued to slow. The Federal Reserve is the United States' central bank and sets national interest rate policy.
Shares of companies linked to the crypto industry rallied on the back of the comments. Strategy, the largest corporate holder of bitcoin, jumped 17.6% to $144.8. Shares of US crypto exchange Coinbase rose 10.14% to $192.7, while Circle, issuer of the USDC stablecoin, climbed 16.46% to close at $103.2. Bitcoin itself crossed $81,000, taking its market capitalization to $1.6 trillion.
Analysts weigh the trend
Rachael Lucas, a crypto analyst at BTC Markets, said the scale of the inflow into bitcoin ETFs showed traditional financial firms were now willing to commit large sums to crypto investment products. She said the pattern reflected demand driven by long-term asset allocation rather than short-term trading.
Lucas said bitcoin's 90-day correlation with gold had risen above 50%, its highest level in six years, while its correlation with the S&P 500, which tracks the 500 largest companies listed on US stock exchanges, had fallen to close to zero. She said this showed investors increasingly treated bitcoin as a hedge against inflation rather than as a high-risk asset.
Analysts at trading firm Wintermute said the inflow into crypto ETFs signaled a return of liquidity to the market, which could help trigger a new bull cycle alongside growth in the tokenization of real-world assets.
