TL;DR
U.S. Bitcoin ETFs extended their momentum on Monday, pulling in strong inflows as Bitcoin reclaimed the $80,000 level and market sentiment improved following the ceasefire agreement between the U.S. and Iran. The renewed appetite for risk assets helped lift the broader crypto market, with Bitcoin ETFs capturing another day of meaningful demand.
Bitcoin ETFs recorded $532.21 million in net inflows on Monday, driven primarily by BlackRock’s IBIT with $335.49 million and Fidelity’s FBTC with $184.57 million. Morgan Stanley’s MSBT added $12.16 million, while the remaining funds posted zero flows. The three-day streak now includes Friday’s $629.73 million and Thursday’s $14.76 million, reversing the prior $490.63 million outflow stretch.
Bitcoin surged above $80,000 for the first time in more than three months, trading around $81,029 after a short-side liquidity squeeze in the $79,500 to $81,000 range. Analysts at Bitunix said the move reflects a post-ceasefire recovery in risk appetite, with the $77,000 to $78,000 zone now acting as key support for leveraged positions.

Bitunix analysts noted that Bitcoin is increasingly influenced by macro and geopolitical developments. The U.S. military’s launch of Operation Freedom, deploying 15,000 personnel to secure shipping lanes in the Strait of Hormuz, has raised concerns as Iran warns the action could challenge the ceasefire framework. Upcoming U.S. Non-Farm Payrolls data and Federal Reserve commentary are also expected to guide broader risk assets.
Spot Ethereum ETFs added $61.29 million on Monday, following Friday’s stronger $101.18 million session. The new streak comes after late April outflows, including $87.73 million on April 29 and $75.94 million on April 23, alongside smaller negative days. Combined Bitcoin ETF inflows over the last three sessions now total $1.18 billion, reinforcing renewed investor engagement.