Crypto Heads Into 2026 With ETF Inflows Back in Control

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Crypto Heads Into 2026 With ETF Inflows Back in Control

Crypto markets were trading on a steadier footing on the final trading day of 2025 as institutional inflows into U.S. spot exchange-traded funds helped offset lingering macro uncertainty following the latest Federal Reserve policy meeting.

Bitcoin is trading near $88,619 on Dec. 31, up around 0.5% on the day, while Ethereum rose roughly 0.5% to about $2,979. Large-cap altcoins were mixed but broadly constructive, with BNB holding above $860 and XRP consolidating near $1.87, while stablecoins remained tightly anchored to their pegs.

Key takeaways:

  • Crypto markets were trading higher on the final trading day of 2025, with prices still in flux.
  • Bitcoin ETFs saw more than $355 million in inflows on Dec. 30, signaling renewed institutional demand.
  • Ethereum and Solana ETFs also returned to positive net flows after mid-December weakness.
  • ETF activity remains a key driver of short-term crypto price movements.
  • Institutional positioning appears to be stabilizing heading into 2026.

Sentiment improved as investors digested ETF flow data from December 30, which showed a sharp rebound in institutional demand. U.S. spot Bitcoin ETFs recorded $355.1 million in net inflows, marking one of the strongest single-day inflow sessions in the second half of December.

BlackRock’s IBIT led the move with approximately $143.7 million in inflows, followed by Fidelity’s FBTC at $78.6 million and ARK Invest’s ARKB with about $109.6 million. The turnaround followed weeks of uneven flows and holiday-driven outflows, suggesting renewed year-end positioning by asset managers.

ETF inflows offset Fed caution

The rebound in crypto ETF demand followed yesterday’s meeting of the Federal Open Market Committee, where policymakers reiterated a cautious approach to future rate adjustments. While the Federal Reserve left policy unchanged, officials stressed that further evidence of sustainably easing inflation would be needed before committing to additional rate cuts in 2026. Markets viewed the message as broadly neutral, though the absence of near-term easing signals continued to temper risk appetite across traditional assets.

Against that backdrop, the strength in Bitcoin ETF inflows stood out as a sign that institutional crypto exposure is increasingly being treated as a strategic allocation rather than a short-term macro trade. The divergence between ETF demand and broader policy caution highlights how digital assets may be gradually decoupling from immediate interest-rate expectations.

Ethereum and Solana ETFs show renewed demand

Ethereum ETFs also returned to net inflows on December 30, attracting a combined $67.9 million after a difficult mid-month period dominated by redemptions.

Grayscale’s ETH products accounted for the bulk of the inflows, helping support prices near the $3,000 level as trading continues into year-end.

Solana-linked ETFs, while smaller in scale, continued to see steady interest. The group recorded $5.2 million in net inflows, led by Bitwise’s BSOL and Grayscale’s GSOL.

Solana is trading near $125, up more than 0.6% on the day, maintaining its position as the strongest-performing large-cap altcoin in the ETF universe.


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Author

Alexander Zdravkov is a person who always looks for the logic behind things. He has more than 3 years of experience in the crypto space, where he skillfully identifies new trends in the world of digital currencies. Whether providing in-depth analysis or daily reports on all topics, his deep understanding and enthusiasm for what he does make him a valuable member of the team.

Source: https://coindoo.com/crypto-heads-into-2026-with-etf-inflows-back-in-control/