While institutional investors’ confidence wavered amid significant volatility, Bitcoin and Ether ETFs have just recorded their first positive weekly trend reversal since May. This crucial reb
While institutional investors’ confidence wavered amid significant volatility, Bitcoin and Ether ETFs have just recorded their first positive weekly trend reversal since May. This crucial rebound breaks a prolonged capitulation phase. Moreover, it serves as a barometer to measure the real appetite of traditional finance.
Friday, July 10 ended with a massive return of institutional capital, as evidenced by key indicators of the session :
Analysis of this raw data reveals an obvious technical correlation between liquidity inflows and spot market behavior. Following these massive allocations, the bitcoin price immediately jumped to $64,100, posting a 1.39% increase in 24 hours. This bullish move mechanically boosted the sector’s overall valuation to a solid level of 2.28 trillion dollars.
Flow structure specialists interpret this simultaneous push on bitcoin and Ether as a “return of interest in cryptos as an asset class”, proving that current allocations exceed the framework of a simple isolated technical rebound on a single asset.
The positive outcome of this trading week was shaped after a particularly chaotic journey that severely tested operators’ nerves. The period had started on a high note on Monday, July 6, showing an initial inflow of 265.69 million dollars for Bitcoin ETFs, already largely supported by an intermediate performance of IBIT amounting to 209.40 million dollars.
However, the climate worsened sharply on Wednesday, July 8, when Bitcoin funds suddenly suffered an outflow of 84.9 million dollars. Notably, Ether displayed a disconnected resilience that day by posting its fifth consecutive positive session with inflows of 70.5 million dollars. The purge generalized on Thursday, July 9, marked by a simultaneous withdrawal of 95.30 million dollars on bitcoin and an outflow of 52.08 million dollars on Ether, sharply breaking the latter’s bullish streak before Friday’s saving surge.
This rapid alternation between phases of inflows and outflows reveals short-term fragility in investor sentiment. Daily arbitrages show that psychological barriers remain strong, with each growth surge immediately challenged by profit-taking or hedge sales.
This sawtooth behavior indicates that while large portfolios are returning to the market, they still do so with extreme selectivity and rigorous risk management discipline. The week’s flows illustrate a transition phase, where institutional buyers test the strength of technical supports without fully engaging in aggressive long-term accumulation strategies.
Start your crypto adventure safely with OKXThis link uses an affiliate program.This weekly recovery makes perfect sense when confronted with the recent and much darker history of the American market. June ended with a negative balance of about 4 billion dollars withdrawn from Bitcoin ETFs, marking the worst monthly performance since their introduction in January 2024.
This rout was notably exacerbated by a black sequence of ten days with outflows totaling 2.73 billion dollars, a streak only interrupted at the beginning of July thanks to a 222 million dollar inflow into Fidelity’s FBTC fund. Despite these shocks, the overall structure shows undeniable long-term robustness, with cumulative net inflows since inception still peaking near 51.3 billion dollars.
This return of capital since May offers a respite, allowing for a partial recovery of losses since the October 2025 peak, when bitcoin topped around 126,000 dollars before undergoing a correction of nearly half its value. The moment of truth will play out in the next trading sessions, which will determine whether this return of buyers is a simple portfolio adjustment or the start of a sustainable flow.
