比特币ETF资金流出现反转，从创纪录的89亿美元净流出转为流入：资金为何重新回流？?
-
Bitcoin spot ETFs have staged their sharpest reversal since launching in January 2024. After losing $8.9 billion in the largest drawdown on record, $1.5 billion has flowed back in over the past five trading days.
CryptoQuant author Darkfost flagged the scale of the damage. The average realized price for ETF holders sits at roughly $79,000, while Bitcoin trades well below $70,000. That means the majority of institutional ETF buyers are underwater.
“More than $8.9 billion has flowed out of this market during the correction,” Darkfost noted, adding that “the trend now appears to have stabilized, with the drawdown recovering to around −$7.8B from the ATH.”
BlackRock’s IBIT: From Biggest Loser to Biggest Buyer
BlackRock’s iShares Bitcoin Trust (IBIT) took the hardest hit during the selloff, shedding over 42,000 BTC from peak holdings of 806,000+. That alone represented massive selling pressure from the largest Bitcoin ETF on the market.
But IBIT is now leading the recovery. On March 2 alone, it pulled in $263 million. Weekly inflows across IBIT have reached $882 million, dwarfing every other fund.
And it’s not just BlackRock. Fidelity’s FBTC posted $156 million in weekly inflows. Bitwise’s BITB added $148 million. Even Grayscale’s GBTC, historically an outflow machine, recorded $102 million in weekly inflows.
Nearly all 10 original spot Bitcoin ETFs are in the green this week.
You Might Find This Interesting: Crypto Bull Run 2026: Analyst Says AI Bubble, Silent Recession, Record Fear May Trigger a Rally
Bitcoin ETF Inflows Signal a Shift in March 2026
The monthly data tells the bigger story. Outflows decelerated sharply across four consecutive months: November saw -$3.47 billion, December -$1.09 billion, January -$1.6 billion, and February just -$206 million. That’s a 94% reduction.
March 2 delivered the cleanest signal yet: $458 million in net inflows with zero outflows across all 12 listed funds.
Total net assets now stand at $88.4 billion, with cumulative historical inflows at $55.4 billion.
Read More: Who Dumped $5B in Bitcoin as Israel Strikes Iran? Binance and Wintermute Wallets Flagged Again
What Comes Next?
Bloomberg’s senior ETF analyst Eric Balchunas called the recovery notable, writing that Bitcoin ETFs recorded their biggest haul in a while, with nearly all original funds seeing action.
“Breadth and depth,” he wrote. “This after a 50% drawdown and most underwater. Even I’m impressed.”
Five days of inflows don’t confirm a trend reversal.
But after four months of bleeding, institutional money returning at this pace, and this broadly, is the strongest signal Bitcoin ETF markets have produced in 2026.
source: https://www.tradingview.com/news/coinpedia:3cd4ebd88094b:0-bitcoin-etf-flows-flip-green-after-record-8-9b-drawdown-why-is-the-money-coming-back/