ETF Frenzy Pulls 36k BTC Off Exchanges Amid Record Inflows
Roughly 35,800 BTC vanished from exchange wallets last week, absorbed into ETF vaults and cold storage. This came as US spot Bitcoin ETFs pulled in approximately $2.4 billion in net inflows for the week ending September 25, their strongest weekly haul since early October 2025.
BlackRock's IBIT led the charge with roughly $1.2 billion in weekly inflows, maintaining its position as the dominant vehicle for institutional Bitcoin exposure. Fidelity's FBTC followed at about $702 million, with ARK 21Shares' ARKB contributing approximately $295 million.
This influx of capital didn't just pad fund balances; it physically removed Bitcoin from the liquid supply pool. Cumulative net inflows across all US spot Bitcoin ETFs now surpass $57 billion, with total assets under management sitting at roughly $108 billion.