Bitcoin firms as spot ETF inflows return; Goldman trims IBIT

TLDR

• U.S. spot Bitcoin ETFs saw $166.6M net inflows, reversing recent slump.
• Inflows arrived despite Bitcoin’s 13% weekly drop, signaling resilient demand amid volatility.
• Positive print likely reflects rebalancing, opportunistic entries, not a definitive trend change.

U.S. spot Bitcoin ETFs attracted $166.6 million in net inflows today, reversing part of a multi-week slump, according to CoinMarketCap. The same report shows weekly inflows of $311.6 million, nearly offsetting the prior week’s $318 million in outflows. This return of inflows arrived even as Bitcoin fell roughly 13% over the past seven days, underscoring demand resilience amid volatility.

After three consecutive weeks of redemptions, today’s positive print likely reflects rebalancing and opportunistic entries rather than a definitive trend change. Flow leadership can shift day to day across issuers, but the aggregate turn to net buying suggests investors remain engaged with the wrapper.

What renewed ETF inflows signal for BTC sentiment now

Positioning behavior inside the ETFs points to stickier ownership than headline price moves imply. According to Eric Balchunas, a senior ETF analyst at Bloomberg, most holders stayed put during the drawdown, with only about 6% of assets exiting while BlackRock’s iShares Bitcoin Trust (IBIT) eased from a peak near $100 billion in assets to around $60 billion.

At the time of this writing, Bitcoin traded near the mid-$66,000s, and recently printed intraday lows close to $66,171, as reported by Cointelegraph. Inflows on a down-tape can indicate dip-buying and portfolio rebalancing, though durability will depend on broader liquidity and volatility conditions.

“It was a quieter year last year, but we’ve seen a pickup in interest from clients in onboarding, pipeline, and volume since the start of the year,” said Minton at Goldman Sachs.

Goldman Sachs’ ETF shifts: trimming IBIT, adding XRP and Solana

The report also noted that Goldman Sachs trimmed its spot bitcoin and ether ETF exposure by roughly 39% in Q4 2025, including a reduction in IBIT to about 40.6 million shares. In the same disclosure window, the bank added positions in XRP and Solana ETFs, signaling a broader allocation across digital-asset exposures.

These adjustments read as tactical rather than directional, consistent with risk management and diversification across correlated assets. Allocation to alternative token ETFs alongside reduced Bitcoin concentration suggests an effort to balance volatility and liquidity while maintaining institutional access to the sector.