Overview
- Spot Bitcoin ETFs returned to net inflows on Sunday with Coin Bureau reporting about $85.8 million of fresh capital led by Fidelity’s FBTC and BlackRock’s IBIT.
- On‑chain trackers showed large exchange outflows and a reported institutional 'Strategy' that added roughly 1,550 BTC to its treasury, a pattern consistent with custody moves by bigger holders.
- Spot Ether ETFs stayed under pressure and logged a daily net outflow of about $4.95 million while Bitcoin funds briefly flipped positive.
- Global macro cues helped sentiment as oil fell to near $85.25 per barrel after reporting of a draft U.S.–Iran MOU, a move that eased near‑term inflation concerns and coincided with Bitcoin reclaiming roughly $63,600.
- Market watchers warned that a single session of inflows is not decisive and said sustained multi‑day ETF purchases plus consolidated tracker data are required before treating the outflow episode as over.