#比特币ETF创1月以来最大单日流入 U.S. spot Bitcoin ETFs recorded their largest single-day net inflow since January, with institutional capital returning and pushing BTC back above $81,000.
According to data from SoSoValue and Farside Investors, on September 3, 2026 U.S. Eastern Time, U.S. spot Bitcoin ETFs saw a combined net inflow of about $731 million (730.8 million), the strongest single-day capital intake since January 14, 2026 ($843.6 million), marking the highest in nearly eight months.
Funds were heavily concentrated in top products: BlackRock's IBIT took in $454 million in a single day, accounting for about 62% of the total; ARKB received $137.7 million and FBTC $74.4 million; only VanEck HODL (-$19.6 million) and WisdomTree BTCW (-$5.2 million) saw minor outflows.
Market reaction: on the same day, Bitcoin climbed from below $78,000 to above $81,000, rising about 4% in 24 hours, while the Bitcoin/gold ratio rebounded above 18 ounces, its highest level since January.
Driving logic: Federal Reserve Governor Waller struck a dovish tone, with the probability of a September rate hike falling from 63% to around 50%; U.S. Treasury yields and the dollar declined, repricing risk assets. Combined with earlier short covering, institutional allocation-type buying via ETF channels returned. However, CryptoQuant noted that part of the inflows was accompanied by short covering and profit-taking, rather than purely new spot demand, and $83,000 is a key resistance level for confirming a new bullish phase.
According to data from SoSoValue and Farside Investors, on September 3, 2026 U.S. Eastern Time, U.S. spot Bitcoin ETFs saw a combined net inflow of about $731 million (730.8 million), the strongest single-day capital intake since January 14, 2026 ($843.6 million), marking the highest in nearly eight months.
Funds were heavily concentrated in top products: BlackRock's IBIT took in $454 million in a single day, accounting for about 62% of the total; ARKB received $137.7 million and FBTC $74.4 million; only VanEck HODL (-$19.6 million) and WisdomTree BTCW (-$5.2 million) saw minor outflows.
Market reaction: on the same day, Bitcoin climbed from below $78,000 to above $81,000, rising about 4% in 24 hours, while the Bitcoin/gold ratio rebounded above 18 ounces, its highest level since January.
Driving logic: Federal Reserve Governor Waller struck a dovish tone, with the probability of a September rate hike falling from 63% to around 50%; U.S. Treasury yields and the dollar declined, repricing risk assets. Combined with earlier short covering, institutional allocation-type buying via ETF channels returned. However, CryptoQuant noted that part of the inflows was accompanied by short covering and profit-taking, rather than purely new spot demand, and $83,000 is a key resistance level for confirming a new bullish phase.