Key Takeaways:U.S. spot Bitcoin ETFs logged $588.6 million in inflows on Tuesday, the largest daily intake for June.This marks the 11th consecutive day of inflows, the longest such streak since December 2024.Inflows surged after President Trump announced a ceasefire between Israel and Iran, easing geopolitical tensions.BlackRock's IBIT led the inflows with $436.3 million, while Grayscale's GBTC saw continued outflows.Bitcoin ETF Inflows Surge to $588M as Geopolitical Risk EasesU.S.-listed spot Bitcoin ETFs recorded $588.6 million in net inflows on June 25, the highest daily total for the month so far, according to data from Farside Investors. The fresh capital extended the ETFs’ winning streak to 11 straight days, their longest run of positive inflows since late 2024.The rally was led by BlackRock’s iShares Bitcoin Trust (IBIT), which attracted $436.3 million, followed by Fidelity’s FBTC with $217.6 million. Smaller gains were reported by Bitwise and VanEck, while Grayscale’s GBTC shed $85.2 million, continuing its multi-month trend of outflows.$2.2 Billion in Inflows Over 11 DaysSince June 10, U.S. Bitcoin ETFs have added more than $2.2 billion, reflecting sustained institutional demand despite recent market volatility. The surge in flows coincided with improved geopolitical sentiment, particularly the U.S.-brokered ceasefire between Israel and Iran.BitcoinBTC$107,137jumped to a daily high above $106,800, rebounding from a six-week low near $98,000, as traders responded positively to signs of regional de-escalation.“Persistent inflows into spot Bitcoin ETFs spotlight the strengthening story of BTC as digital gold. Investors are seeking stability through scarcity,” said Vincent Liu, CIO at Kronos Research.Ether ETFs Mixed as Bitcoin Dominates AttentionWhile Bitcoin took center stage, Ether (ETH) ETFs delivered mixed results. VanEck’s EFUT posted $98 million in inflows, while Grayscale’s ETHE lost $26.7 million.Overall, the ETF flows suggest investors continue favoring Bitcoin as a macro hedge, even as Ethereum-based products see more variable demand.Relief Rally or Trend Reversal?Some analysts remain cautious. Ray Youssef, CEO of NoOnes, called Bitcoin’s recent price bounce a “relief rally” rather than a full breakout, attributing the move more to geopolitical stabilization than renewed bullish conviction.“It feels like the market is just exhaling after a period of sustained tension,” Youssef noted.With key macro events ahead—including Fed Chair Jerome Powell’s testimony and the U.S. PCE inflation report—markets could remain range-bound in the short term. Youssef predicts Bitcoin will consolidate between $100,000 and $106,000, warning that a break below $100K could open downside toward $93,000.
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