Bitcoin ETF inflows returned to U.S. spot funds on Monday, October 26, 2026, with $110.3 million entering the market according to Farside Investors tables. The entire addition went to BlackRock’s IBIT, while the other eleven listed products recorded zero net flow. That reversed two sessions of $773.5 million in withdrawals, but it was not enough to erase October’s roughly $202 million net outflow across 18 trading days.
The concentration matters. A return to positive aggregate flows is encouraging, yet Monday’s result showed that one fund was supplying all of the buying pressure. Bitcoin also remained under technical pressure. At about 08:52 UTC on October 27, Coinbase’s BTC-USD pair traded at $79,643.10, below the 50-day exponential moving average of $80,756 and under resistance at $81,480 and $82,850.
Bitcoin ETF Inflows Return in a Narrow Rebound
Monday’s $110.3 million inflow recovered less than one-sixth of the preceding $773.5 million in redemptions. Across those three sessions, Bitcoin funds still recorded a net withdrawal of $663.2 million. October’s buying and selling sessions were almost evenly split, leaving the month roughly $202 million negative through Monday. The figures therefore describe a rebound in direction, not a clear establishment of sustained accumulation.
BlackRock’s IBIT accounted for every dollar of Monday’s net inflow. The other products showed zero net flow in the displayed table, which does not mean that their shares never changed hands. Investors can trade existing ETF shares in the secondary market. A zero flow figure means creations and redemptions did not produce a net asset increase or decrease for that product.
The flow total also needs context. Dollar amounts across Bitcoin and Ether funds should not be compared as identical measures of conviction without considering each fund group’s size. The data show creations and redemptions, but they do not reveal whether the investors behind those transactions are long-term allocators, short-term traders or investors adjusting existing exposure.
Price Signals Remain Below Key Levels
Bitcoin traded between $79,300.00 and $80,710.04 in Coinbase’s reported rolling window, with the last price of $79,643.10 down 0.59 percent from its rolling opening price. The round-number area above $80,000 remains the first psychological test. Farther out, the 50-day exponential moving average at $80,756 has become a key trend measure, while $81,480 and $82,850 represent resistance levels where recent rebounds stalled.
Support is equally important. Saturday’s low of $79,221 is the immediate line to defend. If it breaks, the 200-day average at $76,380 becomes the next major reference, roughly four percent below the observed price. A positive ETF session cannot guarantee a recovery because exchange trading also reflects activity outside the fund channel and the reported measurement periods do not align.
Sentiment was mixed rather than strongly bullish. The Crypto Fear and Greed Index slipped from 50 to 48, leaving sentiment in neutral territory. CryptoQuant data showed retail Bitcoin deposits to Binance nearly doubling to $10.8 billion over 30 days, while deposits from large holders fell to $3.8 billion. Those movements suggest different behavior among investor groups, although they do not by themselves identify every seller’s intent.
Why a Smaller Fund Share Can Still Move Price
River’s breakdown of Bitcoin that can still trade puts individual ownership at 79.6 percent, business holdings at 9.4 percent, fund and ETF holdings at 8.5 percent, and government holdings at 2.5 percent. Most Bitcoin held by individuals remains stationary for months, while ETF demand arrives each trading day and requires underlying spot Bitcoin to support new fund shares. That makes funds an important marginal buyer on strong days and a marginal seller when redemptions rise.
The twelve Bitcoin funds now hold $102.84 billion, equivalent to about 6.4 percent of Bitcoin’s market capitalization. Their holdings are smaller than individual holdings, but their transactions are concentrated and recurring. A few hundred million dollars of net demand can still influence price when available liquidity is limited and many long-held coins are not offered for sale.
Ether Funds Show the Opposite Direction
Ether investment funds diverged from Bitcoin on Monday. BlackRock’s ETHA recorded $104.7 million in outflows, while Fidelity’s FETH received $16.1 million. The net result was an $88.6 million withdrawal, with the remaining products at zero net flow. Over Thursday, Friday and Monday combined, Ether funds shed $194.8 million. Bitcoin and Ether therefore attracted opposite conclusions from the same session: one returned to net inflows, while the other remained under redemption pressure.
Ether’s spot price was $2,306.68 at the same reported time, down 0.66 percent from its rolling opening price. Its reported range was $2,291.91 to $2,340.40. The fund data provide a useful measure of directional creation and redemption activity, but they do not establish the next price move on their own. For Ether, the next questions are whether FETH’s inflow broadens and whether redemptions from ETHA ease.
The Fed Decision Is the Next Major Test
Fed funds futures were pricing roughly a 90 percent probability that the Federal Reserve would leave interest rates unchanged at its October 28 decision. That policy decision is the next major macro catalyst for Bitcoin and Ether. An unchanged rate would align with the dominant expectation, but markets can still react to the accompanying statement, projections or press conference. The later September personal consumption expenditures inflation report and an estimated $11 billion Bitcoin options expiry also add event risk.
The immediate test for Bitcoin ETF inflows is whether Monday’s buying spreads beyond IBIT. A broader set of positive products would suggest more durable institutional participation than a single-fund rebound. For the price, traders will look for a recovery above $80,000 and the 50-day average before focusing on $81,480. Failure at $79,221 would place the 200-day average back in view.
Until that evidence accumulates, Monday should be read as a tentative improvement rather than a complete reversal. Bitcoin ETF inflows returned, but concentration and the larger monthly outflow keep the signal incomplete, and the approaching Federal Reserve decision may dominate short-term direction. Bitcoin ETF inflows will matter most if they become broad, repeated buying while BTC holds its nearby support.