TL;DR
- Strong ETF Momentum: Bitcoin ETFs attracted $532 million on Monday, extending a three-day inflow streak that has totaled $1.18 billion.
- BTC Reclaims $80K: Bitcoin climbed above $80,000 after a liquidity squeeze, supported by improving risk sentiment tied to the U.S.–Iran ceasefire.
- Macro Drivers: Analysts said Bitcoin is now shaped by macro forces, including Operation Freedom and upcoming U.S. economic data, while Ether ETFs added $61 million.
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.
BlackRock and Fidelity Lead Another Heavy Inflow Session
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 Reclaims $80K as Liquidity Squeeze Lifts Prices
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.
Macro Forces Shape Market Direction Beyond Crypto Sentiment
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.
Ethereum ETFs Join the Upside as Inflows Continue
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.
