In the first month of 2025, the Bitcoin spot ETF category has gathered $4.94 billion in inflow, yet the X post of Matt Hogan also notes that the market has registered $35.2 billion in inflow in the year 2024.
The post further notes that the Bitcoin spot ETFs will collectively annualize $35.2 billion, the available information states that the total inflow in January 2024 was $226.67 percent less than that recorded in January 2025.
When writing, the total volume of Bitcoin ETFs was $3.63 billion. Total market capitalization was $121.71 billion and total AUM was $122.53 billion. According to the data from Coinglass on the last day of January 2025, GBTC was in the red with IBIT, ARKB, and HODL.
With a modest $5.76 million in net inflows, VanEck’s Bitcoin ETF (HODL) increased its net assets to $1.47 billion and its cumulative total to $865.14 million. Bitwise’s Bitcoin ETF (BITB), which led today’s withdrawals, reported a $56.03 million loss, lowering its total net inflows to $2.3 billion.
GBTC among losers top in January 2025
On January 27 the Bitcoin spot ETF market mirrored a severe outflow of $457.21 million but IBIT saw a positive flow on the same day, on the other hand, players like GBTC, ARKB, and others remained in with a severe outflow and a decline has also been observed in the trading prices of these ETFs.
In terms of Bitcoin holdings, BlackRock stands at the top with 582.87k BTC followed by FTBC and GBTC; it is worth noting that before the approval and launch of Bitcoin spot ETF and a few months after its approval and launch it was one of the major players, but since past few months its failed to recapture its spot.
HODL stands at the top in terms of trading prices, when writing it was traded at $114.82, and DeFi at $144.30, Grayscale’s ETF was priced at $80.41.
The total inflows on January 16th were $626 million, according to data from Farside, with IBIT and Ark Invests ARKB dominating the charts. Demand was 85% met by IBIT, while the latter saw a massive $155 million during the same period.
The iShares Ethereum Trust (ETHA) offered by BlackRock attracted $57.27 million in net inflows. With $31.92 million in exits, Grayscale Ethereum Trust (ETHE) continued on its downward path.
Fidelity’s FBTC saw monthly inflows of $1.28 billion in January. Its net assets increased from $18.87 billion at the start of the month to $21.76 billion.
A lot of investors are choosing alternative assets like Bitcoin over US Treasury bonds. Due to its low correlation with conventional assets, Governor Aleš Michl recently announced plans to allocate reserves into Bitcoin. This action shows that institutions are becoming more confident in Bitcoin’s long-term prospects.
