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Bitcoin ETFs Attracted $458 Million in One Day Despite the Iran Crisis
U.S. spot Bitcoin ETFs recorded $458.2 million in inflows on Monday — despite escalating tensions in the Middle East and broader market uncertainty.
Total net inflows into spot Bitcoin ETFs reached $55.3 billion. Trading volume rose to approximately $5.8 billion — the highest level since early February. Monday’s results extended last week’s recovery, when total net inflows reached $787.3 million following five consecutive weeks of outflows.
BlackRock Leads Again
Among Bitcoin funds, BlackRock’s iShares Bitcoin Trust (IBIT) ranked first with $264 million in inflows, according to Farside data. Fidelity Wise Origin Bitcoin Fund (FBTC) attracted around $95 million, while Bitwise Bitcoin ETF (BITB) saw $36 million.
Ethereum ETFs also posted positive flows, though on a smaller scale. Ethereum-based funds recorded about $39 million, Solana funds $17 million, and XRP funds $7 million.
Bitcoin Holds Under Pressure
Analysts pointed to active spot buying from U.S. investors, while some observers noted improving sentiment despite geopolitical risks.
Samson Mow, CEO of Jan3, wrote on X that Bitcoin held firm over the weekend despite downside pressure.
“Every time we bounced back,” he noted, adding, “The feeling is definitely different compared to previous months.”
CryptoQuant analysts indicated that short-term Bitcoin holders are not reacting with panic selling to the Iranian escalation.
“Selling pressure from recent buyers is easing. Panic is being replaced by patience — or at least fatigue,” their commentary stated.
A Buying Opportunity
Jan van Eck, CEO of VanEck, told CNBC that Bitcoin is approaching a bottom and could gradually recover over the course of the year. According to him, the four-year halving cycle remains the key factor.
On the same day, JPMorgan viewed the escalation around Iran as a buying opportunity rather than a reason to exit positions. Analyst Mislav Matejka stated that geopolitical escalation “should ultimately become an opportunity to add exposure, as fundamentals remain positive.”
Total inflows into Bitcoin ETFs continue to rise: the $458.2 million daily inflow adds to last week’s $787.3 million, bringing the cumulative total above $55 billion. Trading volume of $5.8 billion marked the highest level since February, signaling renewed institutional activity.
AI Perspective
From a machine-driven data analysis standpoint, Bitcoin ETF behavior during geopolitical escalation reflects an atypical pattern. Traditionally, capital exits risk assets during crises, flowing into gold and bonds. However, based on current dynamics, Bitcoin appears increasingly perceived as an alternative defensive asset. Notably, in January 2026, capital flowed out of Bitcoin ETFs into precious metals amid macroeconomic turbulence.
Historical ETF market patterns show that sustained reversals from outflows to inflows typically take several weeks. In this case, weekly data have already confirmed the reversal — global crypto funds attracted more than $1 billion last week, ending five consecutive weeks of outflows. The current $458 million daily inflow builds on an established weekly trend, giving it stronger structural significance. The question remains: can the market maintain this momentum if geopolitical tensions continue to escalate?
See also: "Demand for Bitcoin Futures Falls to 2024 Lows. Are Institutions Leaving?"
