U.S. spot Bitcoin ETFs collected $134.5 million on Friday, marking a seventh consecutive session of net inflows that have now totaled roughly $2.98 billion since the streak began on Sept. 17, according to Decrypt's tracker.
The reversal
Two weeks earlier the funds had bled $746.3 million across Sept. 15 and 16 after the Senate failed to advance the Clarity Act, with the first day alone recording the largest outflow since June at $450.4 million. The subsequent seven sessions have reversed those losses by a factor of about four.
The peak day
Sept. 21 delivered nearly $1 billion in new money, the strongest single day since October 2025. Bloomberg analyst James Seyffart estimated that the surge pushed Bitcoin above the average ETF holder's cost basis of $81,722, putting the typical fund investor back in the black for the first time since January.
Year-to-date scorecard
Through Thursday the funds showed a net $886.8 million inflow for 2026 per Farside Investors, a swing of roughly $6.6 billion from the $5.69 billion deficit recorded on July 13. Friday's addition would nudge the total past $1 billion, though Bloomberg's tally stood near $320 million earlier in the week, illustrating how tracker methodologies diverge.
Cumulative context
Since launch the products have accumulated $58.0 billion in net inflows on Decrypt's count, with total net assets now at $108.42 billion while Bitcoin changes hands around $84,020. Last year the complex attracted $21.35 billion, per Farside; replicating that pace would require about $300 million a day through December, a threshold the current run has averaged comfortably.
What to watch
The streak's durability will test whether institutional appetite has genuinely shifted or merely paused. With the Clarity Act stalled and macro conditions fluid, the next catalyst may come from custody disclosures or a sustained break above the $85,000 level that has capped rallies since spring.