U.S. spot crypto ETFs recorded about $562 million in net inflows into Bitcoin funds on February 2. It ended four straight days of selling and marked the strongest inflow since mid-January. The move came as Bitcoin traded below $76,000 which prompted large institutions to add exposure through regulated products instead of just direct market purchases.
Fidelity’s FBTC led with about $153 million, followed by BlackRock’s IBIT and Bitwise’s BITB. These inflows showed renewed demand at lower price levels. At the same time total assets held by crypto ETFs are still far below late 2025 levels, when holdings exceeded $140 billion and now sit near $100 billion.
This gap points to an ongoing market resset. Buying activity appeared selective instead of broad, funds added exposure when prices weakened, not committing capital at higher levels. This pattern has shaped much of 2026.
Many funds reduced exposure during uncertainty, then returned when valuations compressed. As a result crypto ETFs increasingly become short-term timing strategies. Bitcoin rebounded toward $78,000 after the inflows. Still, the move reflected tactical positioning rather than confirmation of a sustained uptrend, based on current ETF allocation trends.