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Key Takeaways
- U.S. Bitcoin ETFs recorded $750 million in inflows.
- BTC’s climb above $95,000 has fueled the reversal.
- Trump’s tariff ruling today may trigger volatility or boost hedge buying.
Spot Bitcoin (BTC) exchange-traded funds (ETFs) reversed the long-sustained outflow trend on Tuesday after weeks of multi-billion-dollar outflow.
The latest surge in inflows comes amid a rise in BTC’s price above $95,000, after months of trading below $92,000.
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Reversing Outflows
On Jan. 13, Bitcoin ETFs experienced a sharp turnaround, recording net inflows of approximately $753.7 million—the largest single-day total in three months, since Oct. 7, 2025.
Fidelity’s FBTC led the charge with $351 million in inflows, followed by Bitwise’s BITB, which recorded $159 million, and BlackRock’s IBIT with $126 million in inflows.
This influx marked a reversal from the outflows seen in late 2025 and early 2026, driven by institutional investors rotating back into risk assets after year-end portfolio rebalancing.
Bitcoin ETFs have served as a key barometer of institutional interest in cryptocurrency since their launch in early 2024.
After a strong 2025, flows turned negative in late December due to portfolio adjustments and typical year-end caution.
Early January 2026 delivered mixed results, with net inflows of roughly $1.2 billion over the first two trading days, followed by renewed outflows, including $243 million on Jan. 12.
Cumulative inflows for U.S. spot Bitcoin ETFs reached $56.52 billion by Jan. 12, prior to Tuesday’s surge.
The reversal points to renewed institutional confidence, as investors appear to view Bitcoin as a diversification tool amid stabilizing U.S. inflation data, including softer CPI readings, and improving early corporate earnings signals.
Can Trump’s Tariff Verdict Reverse Bullish Trend?
The latest wave of inflows might have reignited bullish sentiments.
However, looming uncertainty from the U.S. Supreme Court’s impending verdict on President Donald Trump’s tariffs, expected as early as Jan. 14, 2026, could introduce volatility.
The U.S. Supreme Court is reviewing the legality of Trump’s tariffs, imposed under the 1977 International Emergency Economic Powers Act (IEEPA), which allows presidential actions during national emergencies.
Trump used IEEPA to levy tariffs on nearly all U.S. trading partners starting in April 2025, citing trade deficits as an emergency.
Lower courts ruled these tariffs exceeded authority, leading to the appeal.
Trump warned on social media that an adverse ruling would be a “complete mess,” potentially requiring refunds of “hundreds of billions or trillions” in tariffs, which would risk U.S. investments and jobs.
He recently imposed a 25% tariff on countries trading with Iran and threatened 500% on those dealing in Russian oil.
A ruling against the tariffs might trigger economic stimulus through refunds but could also heighten fiscal concerns, potentially impacting risk appetite for assets like Bitcoin.
Conversely, upholding the tariffs might reinforce trade tensions, positioning crypto as a hedge against global economic instability.
Further delays might favor Trump, as analysts note prolonged waits could indicate a pro-administration lean.
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