Key Points
- Bitcoin’s price surged over 25% due to $1.4 billion inflows into ETFs, indicating a rise in institutional demand.
- Bitcoin is evolving from a speculative asset to a safe-haven investment, decoupling from other risk assets.
Bitcoin [BTC] is experiencing a significant influx of institutional capital, with U.S. spot Bitcoin ETFs attracting a remarkable $1.4 billion over a span of three days.
Since April 7th, Bitcoin’s price has escalated by over 25%, bringing the $100,000 mark back into consideration.
ETF Flows and Institutional Capital
Bitcoin ETFs reported $936 million in net inflows on a single day — the third-largest daily increase of 2025.
Over a period of three days, $1.4 billion has poured in, making it the second time weekly inflows have exceeded $3 billion, a feat last achieved post-election in late 2024.
The recent inflow contrasts sharply with the sluggish flows observed in March, with daily net inflows swinging sharply positive and weekly fund flows reaching levels unseen since Bitcoin’s climb to previous all-time highs.
Bitcoin and Risk Assets
For the first time this year, Bitcoin is breaking away from conventional patterns. As stocks and other “risk-on” assets struggle under macroeconomic stress, BTC is surging ahead.
This divergence underscores a fundamental shift in investor perception—Bitcoin is increasingly being recognized as a safe-haven asset.
Pro-Bitcoin policies under President Trump and rising institutional accumulation hint at a deliberate rotation into BTC.
The narrative that closely ties Bitcoin to tech stocks and speculative assets is dissolving, making way for a new chapter: Bitcoin as an emerging haven.
Since the low point on April 7th, Bitcoin has skyrocketed over 25%, rising from below $75K to near $94K.
The sequence of events is notable: substantial ETF inflows preceded price increases, not vice versa.
With Bitcoin now consolidating just below $95,000, evidence suggests that institutional demand is not merely reactive but proactive.
In essence, this rally bears different characteristics, and the $100,000 mark is becoming increasingly prominent.
