Crypto ETFs Absorb $641M in Settled Monday Inflows; BlackRock's IBIT Leads as BTC Holds Above $80K

Spot crypto ETFs recorded $641.3 million in net inflows during Monday's settled session, with BlackRock's IBIT pulling in $328.8 million and Fidelity's FBTC adding $180.9 million, according to InflowScan data. The figures, the most recent fully settled by issuers, land as Bitcoin holds above $80,000 and trades 6.8% higher on the week.

ETF Flows Recap

Spot crypto ETFs registered +$641.3M ↑ in net inflows during Monday's settled trading session, the strongest single-day intake in over a week, according to InflowScan data. Issuer reports for sessions after Monday have not yet settled. No fund in the tracked complex posted net redemptions.

BlackRock's IBIT dominated the tape, capturing more than half of total flows, while Fidelity's FBTC contributed the second-largest share. Ethereum demand was thinner but positive, anchored by BlackRock's ETHA.

IBIT (BlackRock): +$328.8M ↑
FBTC (Fidelity): +$180.9M ↑
ETHA (BlackRock): +$53.6M ↑

The session brought 7-day cumulative flows to +$575.2M ↑ and 30-day cumulative flows to +$3.55B ↑, suggesting the medium-term bid that has carried Bitcoin's recent advance remains intact. The concentration in IBIT and FBTC — together accounting for roughly 79% of the day's net intake — points to allocator demand routing through the two largest spot vehicles rather than dispersing across the issuer complex.

Asset Price Analysis

Bitcoin trades at $80,934, flat over 24 hours but up 6.8% on the week and 8.1% over 30 days, holding the $80,000 handle reclaimed earlier this stretch. Ethereum sits at $2,361, up 4.8% on the week but only marginally positive on the month, lagging Bitcoin's relative strength.

Solana at $86.32 has recovered 4.0% over seven days but remains -10.3% ↓ over 30, while XRP at $1.41 shows a similar pattern: a 3.2% weekly bounce against an -8.4% ↓ monthly drawdown. The divergence between BTC's monthly gain and the major altcoins' monthly losses suggests capital rotation has favored the largest-cap exposure, consistent with where ETF demand is concentrating.

Near-term levels to watch: BTC support sits around the $80,000 handle, with resistance overhead near recent highs. ETH continues to face resistance below $2,400 — a level that has capped the recent rally.

Stablecoin Flows

USDC supply expanded by $506M over 24 hours to $79.3B, while USDT was essentially flat at $189.5B. The USDC issuance points to incremental dry powder entering the system, a pattern that has historically tracked alongside spot ETF demand. USDT's flat reading suggests offshore positioning is steady rather than expanding.

Outlook

The next settled flow print, covering Tuesday's session, is the key data point on deck — traders will look to confirm whether Monday's $641M intake marks a continuation of the multi-week inflow trend or a one-day spike. Concentration risk in IBIT and FBTC bears watching: a reversal in either fund would carry outsized weight on the headline number.

On price, the levels to monitor are BTC's hold of the $80,000 handle and ETH's ability to challenge $2,400 resistance. A sustained break of either would shift the technical posture; failure at those levels with continued ETF inflows would extend the flow-versus-price divergence narrative. Stablecoin supply trajectory — particularly whether USDC issuance continues to expand — will offer a forward read on demand conditions before the next flow report settles.