US spot Bitcoin ETFs have completed a full reversal: from $5.8 billion in net outflows for the year at the July 13 low to roughly $787 million in net inflows, per SoSoValue data — a swing of about $6.6 billion (derived). A six-session streak worth $2.84 billion did the final lifting, even as Bitcoin's rally cooled from above $87,000 to around $84,200.

Six Straight Days of Inflows Closed the Gap

The streak peaked with Monday's $999 million — a 2026 daily high — before slowing for three consecutive sessions to Thursday's $191 million, down 81% from Monday's pace as Bitcoin retreated. BlackRock's IBIT, the largest US spot Bitcoin ETF by assets, absorbed roughly $1.35 billion of the six-day total — nearly half — including $163 million Thursday, per Farside Investors. Only two comparable six-day streaks exist on record: February 2024's $2.35 billion and November 2024's $4.73 billion, putting the current run in the middle of that range.

The Recovery Tracks Bitcoin's Rebound From Under $58,000

The flow reversal lines up with price: Bitcoin has recovered from below $58,000 in early June to $84,200, and nearly $4 billion of the inflows arrived after Treasury Secretary Scott Bessent's August announcement of increased bond purchases — a liquidity measure rolled out as yields surged to multi-year highs, and the narrative turning point analysts cite (a correlation the sources draw, not proven causation). The monthly cadence shows accelerating momentum: $3.52 billion in August, $2.56 billion in September so far. ETF demand returning while long-term holder distribution slows to -21,700 BTC over 30 days is the supply-demand combination that has some analysts calling a new bull run already underway.

A Positive Year Is Still a Fraction of Past Ones

Perspective matters: $787 million year-to-date compares with $35.2 billion in full-year 2024 and $21.4 billion in 2025 — this year's net remains roughly 2% of 2024's haul (derived). And the three-day inflow deceleration shows the bid is price-sensitive, even with Bitcoin holding mid-zone at $84,200 between the $83,000 long-term holder floor and the $86,000 zone top. What to watch: whether the streak survives today's ~$14 billion Deribit options expiry — the year's largest — whether IBIT concentration persists, and whether October's macro calendar (jobs report October 2, CPI October 14, a live Fed hike decision) extends or ends the recovery.