Спотовые Bitcoin (BTC) ETF в США привлекли рекордный недельный приток $2,39 млрд

COINOTAG - FASTEST CRYPTO NEWS · 2026-09-26T16:45:03.000Z

• Спотовые Bitcoin ETF в США привлекли $2,39 млрд чистого притока на этой неделе — крупнейшую недельную сумму за 2026 год. • Приток в понедельник достиг $998,95 млн, а в пятницу опустился до $134,47 млн. • River сообщает, что 81% предложения биткоина, 16,3 млн BTC, не менялось в течение шести месяцев. Еженедельный отчет по спотовым ETF на бирже Спотовые биржевые фонды на биткоин в США зафиксировали на этой неделе приток в чистом виде на $2,39 млрд — крупнейшую недельную сумму за 2026 год, но дневная лента показывает, что покупки ослабевают от сессии к сессии. В понедельник, 21 сентября, было обеспечено $998,95 млн, а в каждый последующий день показатель снижался: в пятницу закрытие составило $134,47 млн — примерно на 87% меньше, чем цифра на старте недели, даже несмотря на то, что серия продолжилась до седьмого подряд дня с чистыми созданиями. Спотовые ETF держат реальные BTC от имени держателей, поэтому эта линия потоков работает как прямой индикатор спроса, а текущая конфигурация находится в центре нашего освещения рынка биткоина. Всплеск в понедельник последовал за ростом биткоина на 6,7% на самом высоком объеме с 21 августа: примерно $262 млн в медвежьих ставках были вынужденно закрыты в течение часа — это «ликвидационный» отжим, который заставляет шорты выкупать. Средства вернулись после решения Федеральной резервной системы от 16 сентября, которое перевело ставки в диапазон 3,75%–4%. Тон изменился 23 сентября: бизнес-опрос S&P Global показал самый быстрый рост экономики США с июля 2021 года, доходность 10-летних казначейских облигаций преодолела 5%, а биткоин упал ниже $84 000 в течение часа после более раннего отказа на $87 374.

• US spot Bitcoin ETFs drew $2.39 billion in net inflows this week, the largest weekly total of 2026.
• Monday's inflows hit $998.95 million before Friday's fell to $134.47 million.
• River reports 81% of Bitcoin supply, 16.3 million BTC, unmoved for six months.
Record Week for Spot ETFs
U.S. spot Bitcoin exchange-traded funds booked $2.39 billion in net inflows this week — the largest weekly total of 2026 — but the daily tape shows the buying thinning session by session. Monday, September 21, alone contributed $998.95 million, and every following day stepped lower: Friday closed at $134.47 million, roughly 87% beneath the week's opening figure, even as the streak stretched to a seventh straight day of net creations. Spot ETFs hold real BTC on shareholders' behalf, so this flow line works as a direct demand gauge, and the setup sits at the center of our Bitcoin market coverage. Monday's burst followed a 6.7% jump in Bitcoin on its heaviest volume since August 21, with about $262 million in bearish bets forcibly closed within an hour — a liquidation squeeze that compels shorts to buy back. Funds had returned after the Federal Reserve's September 16 decision moved rates to a 3.75%–4% range. The tone shifted on September 23: an S&P Global business survey printed the fastest U.S. growth since July 2021, the 10-year Treasury yield cleared 5%, and Bitcoin fell below $84,000 within the hour after the earlier rejection at $87,374.
River's Supply-Shock Reading
A Bitcoin financial services firm, River, reads the same tape as a supply story rather than a demand one. Its September 23 report argues price has climbed about 50% this year without a matching rise in real demand: 81% of supply — 16.3 million BTC — has not moved in at least six months, and exchange trading volume sits roughly 30% below where the year began. ETFs themselves had bought only about 18,000 BTC in September as of that report, a pace below their monthly average since launch. “For once, there is a real supply shock in bitcoin,” the firm's team wrote in a September 23 post; in River's framing, fewer coins changing hands lifts price more than fresh buyers would. On-chain data carries the demand-side rebuttal: about $2.52 billion in net BTC left major exchanges between September 22 and 24 — coins that typically migrate into long-term HODL storage. Wallets holding 100 to 1,000 BTC have accumulated 113,950 BTC since July 15, and long-term holders have added more than 3 million BTC since 2020 — steady whale accumulation on both counts.
Altcoin ETFs Broaden the Flow
The demand picture extends past Bitcoin. Across U.S. spot ETFs for Bitcoin, Ethereum, Solana, XRP and Zcash, net inflows reached roughly $3.04 billion over the four sessions from September 21 to 24, with Bitcoin funds absorbing $2.25 billion of that total. Ethereum products took $602.94 million — more than three-quarters of everything that went to the four non-BTC assets — while Solana funds drew $101.55 million, XRP $52.95 million and the newly launched Zcash ETF $35.17 million. As of September 24, the twelve Bitcoin ETFs carried $108.42 billion in total assets, with cumulative net inflows through that date measured at $57.43 billion. Bitcoin itself climbed to $87,392 on September 21 before struggling to hold above $85,000 — the same shelf where price held near $84K through recent geopolitical headlines. Exchange commentary from Bitfinex notes that ETF demand and corporate balance-sheet buying have appeared together for the first time this year, and the exchange estimates the average ETF investor's cost basis near $86,000 — making continued inflows the swing factor for whether the uptrend holds.
$87,333 Resistance in Focus
COINOTAG's proprietary 42-indicator composite S/R scoring engine rates the $87,333 resistance at 85/100, driven by the confluence of R3, the Bollinger upper band and the Donchian upper channel. The first support beneath spot — $84,021 — scores 60/100 as a flipped resistance-turned-support with MACD cross confirmation, while the stronger floor sits at $80,172, rated 78/100 by LVN, SMA 20 and Ichimoku Kijun confluence. Derivatives lean long but unhinged: funding at 0.0017%, open interest at $15.96 billion and a 1.41 long/short account ratio (58.4% long) sit alongside a Fear & Greed reading of 74 (Greed). Our bullish case needs the $84,021 shelf to hold for a retest of $87,333; a daily close below $80,172 invalidates it. As we leave the two series, flow is decelerating while price holds the flip level — both pointing the same cooling-but-constructive way.