Key Takeaways
- Bitcoin ETFs drew a 2026 record of $998.95M on Monday, led by Blackrock’s IBIT.
- Ether, solana, and HYPE also gained, signaling broad institutional crypto demand.
- Markets will test whether bitcoin can hold above $86K as ETF buyers return.
Bitcoin and Ether ETFs Pull in Combined $1.27 Billion
Institutional demand came roaring back on Monday, and bitcoin sat firmly at the center of the move.
U.S. spot bitcoin ETFs attracted nearly $1 billion in fresh capital, extending their inflow streak to three consecutive sessions. Blackrock’s IBIT led the day with $381.37 million, while Ark & 21Shares’ ARKB added $289.12 million. Fidelity’s FBTC drew $238.84 million.
Morgan Stanley’s MSBT followed with $61.67 million, and Bitwise’s BITB added $21.56 million. Grayscale’s GBTC and Bitcoin Mini Trust brought in $3.34 million and $3.06 million, respectively. No fund recorded an outflow.
Daily trading value reached $4.57 billion. Net assets climbed by more than $8 billion to $110.14 billion. The surge came as bitcoin’s price moved above $86,000, strengthening the link between rising prices and renewed ETF demand.
Ether Follows With $270 Million Inflow
Ether ETFs also delivered a strong session, attracting $269.98 million across eight funds.
Blackrock’s ETHA led with $110.06 million. Fidelity’s FETH added $72.96 million, while Grayscale’s Ether Mini Trust brought in $59.30 million. Blackrock’s ETHB contributed $12.80 million. Grayscale’s ETHE, Bitwise’s ETHW, 21Shares’ TETH and Morgan Stanley’s MSSE also finished positive.
Trading activity reached $1.16 billion, while net assets rose by more than $1 billion to $17.82 billion.
Solana, HYPE and Zcash Stay Green
Solana ETFs recorded $26.10 million in net inflows.
Bitwise’s BSOL accounted for $14.44 million, followed by Grayscale’s GSOL with $7.80 million. Fidelity’s FSOL and Franklin’s SOEZ added $2.08 million and $1.02 million, respectively. Morgan Stanley’s MSOL and 21Shares’ TSOL added smaller amounts. Net assets climbed to $1.74 billion.
ZEC ETFs brought in $2.36 million through Grayscale’s ZCSH, lifting net assets to $917.47 million. HYPE ETFs added $2.82 million, as HYPE’s price hit an all-time high. Most of the inflow went into 21Shares’ THYP, while Grayscale’s HYPG also attracted capital. XRP ETFs recorded no net flows, with net assets closing at $1.62 billion.
ETF Holders Move Back Above Water
Bloomberg ETF analyst James Seyffart said the average bitcoin ETF holder has moved back above water for the first time since January. His estimated ETF cost basis sits at roughly $81,722 per BTC, below Monday’s market price.
That shift matters for sentiment. More ETF investors now sit on unrealized gains, while fresh capital is entering at the fastest pace seen this year. Monday’s session showed how quickly institutional appetite can return when price momentum and fund demand begin moving together.
Credit: Source link

