
BlackRock's IBIT Bitcoin ETF experienced a near $1 billion inflow, signaling strong institutional interest.
A divergence is emerging among Bitcoin ETFs, with BlackRock attracting significant capital while others see outflows.
Improved market sentiment and Bitcoin's steady performance are contributing to renewed investor confidence.
BlackRock’s iShares Bitcoin Trust (IBIT) just had one of its biggest days since launch, pulling in nearly 1 billion dollars on Monday. The $970 million in inflows signals a strong return of institutional interest in Bitcoin, as large players begin moving back into the market.
Other Bitcoin ETFs Lose Ground
While IBIT had a standout day, other Bitcoin ETFs didn’t fare so well. Fidelity’s FBTC saw around $87 million in outflows. Grayscale’s GBTC lost $42 million, and Ark Invest’s ARKB had the worst performance, with over $226 million withdrawn.
This sharp contrast shows that although investors are warming back up to crypto, they’re being very selective — and right now, BlackRock is clearly earning their trust.
Bitcoin as a Safe Haven Again?
The spike in IBIT inflows comes as overall sentiment around Bitcoin continues to improve. With stock markets showing signs of instability and economic uncertainty growing, many investors are once again turning to Bitcoin — viewing it as a safe store of value, similar to gold.
Supporters say Bitcoin’s relatively steady performance in recent weeks makes it an appealing option during times of market turbulence.
What’s Driving Market Confidence?
According to James Toledano, COO of Unity Wallet, easing concerns over tariffs and a more optimistic outlook from the Federal Reserve have both played a role in lifting investor confidence.
He also pointed out something interesting — President Trump’s recent silence on crypto. Given his usual market-moving comments, this unexpected quiet may have helped calm the mood, though Toledano admits it’s hard to say for sure.
BlackRock’s Spot Bitcoin ETF Leads the Pack
IBIT is part of a new wave of spot Bitcoin ETFs that launched in January. These products make it easier for both everyday and institutional investors to gain exposure to Bitcoin through traditional financial platforms.
While the broader ETF market is still stabilizing, the strong and steady inflows into IBIT show where momentum is clearly building.
One crypto analyst added more context to the trend, noting that the gap between IBIT’s Bitcoin holdings and MicroStrategy’s stash is narrowing fast.
As of now, IBIT holds 573,869 BTC, while MicroStrategy holds 553,555 BTC. With only about 20,000 BTC separating the two, the competition for the largest institutional Bitcoin treasury is heating up.