Bitcoin ETFs Absorb 8,260 BTC in Single Day, Outpacing Mining Supply

Bitcoin ETFs recorded their strongest inflows of 2026 yesterday, scooping up 8,260 BTC while miners produced just 450 coins. The imbalance highlights how regulated funds are pulling far more supply off the market than new issuance can replace. In dollar terms, over $700 million flowed into ETF products, marking the largest daily addition this year.

BlackRock’s iShares Bitcoin Trust (IBIT) led the charge with $126 million in inflows. Other issuers, including Fidelity and Ark, also posted strong numbers, reflecting broad institutional demand for regulated exposure. Traders note that ETF buying pressure has become a key driver of Bitcoin’s price action, often outweighing spot exchange flows.

The timing matters. Since the start of 2026, Bitcoin has climbed more than 10%, pushing toward the $97,000 mark. Softer U.S. inflation data and renewed political rhetoric around crypto adoption have fueled risk appetite. ETFs, positioned as compliant gateways for traditional investors, are capturing that momentum.

Market desks describe the current setup as a supply squeeze. With ETFs absorbing thousands of coins daily, and miners producing fewer than 500, available liquidity on exchanges is thinning. That scarcity effect has historically amplified rallies, especially when retail demand joins institutional flows.

For investors, the takeaway is clear: ETF inflows are no longer background noise. They’re shaping Bitcoin’s trajectory in real time. Yesterday’s $700 million haul underscores how regulated products can tilt the balance between supply and demand, reinforcing Bitcoin’s role as the market’s leading currency in 2026.