🤎 Bitcoin ETFs Are Kicking Off 2026 Aggressively

US spot Bitcoin ETFs have kicked the door open in the new year. In just the first two trading days of 2026, they pulled in over $1.2 billion, with inflows seen across nearly all funds.

If this pace holds, annual inflows could reach $150 billion — roughly 600% more than in 2025. For context, Bitcoin ETFs attracted around $21 billion over the entirety of last year.

What matters most isn’t just the amount of capital, but its quality. Analysts note that ETFs are increasingly absorbing available liquidity, potentially creating a long-term supply shock rather than short-term speculative demand.

Another important signal: new heavyweights are entering the arena. Morgan Stanley has filed to launch Bitcoin and Solana ETFs, effectively joining BlackRock and Fidelity. This confirms that traditional finance continues to deepen its exposure to crypto.

We see that institutional interest hasn’t gone anywhere. If anything, 2026 is starting with strong demand that could have a meaningful impact on the market over the medium term.