Bitcoin ETFs Rebuild After Clarity Act Defeat, Adding $2.95B in a Month
Eight straight days of inflows have erased the damage from a 49-50 Senate vote, though Monday's $31 million was the streak's softest session.
Illustration · generated, not a photograph
US spot Bitcoin exchange-traded funds have absorbed $2.95 billion over the past 30 days, according to data tracked by SoSoValue, rebuilding assets that were dumped in a single session earlier in September.
The rebound marked an eighth consecutive day of net inflows on Monday. That day was the smallest of the run: $31.07 million. BlackRock's IBIT led with $54.84 million in fresh money, while Grayscale's GBTC bled $23.19 million and Fidelity's FBTC lost $10.90 million.
For readers new to the products: an ETF inflow figure is the net cash investors hand to a fund manager, who then buys the underlying asset. Outflows work the reverse way. Since spot Bitcoin ETFs hold coins rather than futures contracts, the numbers are read as a rough proxy for US investor demand.
The vote that started it
The current winning stretch began September 17, two days after the worst single day in months. On September 15, these funds shed $450.4 million — their heaviest one-day redemption since June 24 — as the US Senate rejected a motion to advance the Clarity Act by 49 votes to 50. The bill needed 60 to move forward. Ethereum ETFs lost a further $142.3 million the same session.
The wider week was bleak. Bitcoin funds managed a net $6.2 million, the thinnest weekly haul in 141 weeks.
Purchases then arrived quickly. September 21 pulled in close to $1 billion, the strongest session since October 2025. Another $715 million landed the next day. The pace then moderated: $347 million on September 23, $191 million on September 24 and $134 million on September 25, a weekly total of roughly $2.4 billion — the largest seven-day stretch since October 2025.
The buying also pushed Bitcoin above $81,722, the average cost basis reported for ETF holders, meaning the typical fund investor moved back into profit for the first time since January. The coin traded above $84,000 on Monday.
Eight days is not the summer's longest run. A nine-day streak ended on August 28 with $201.9 million of outflows, after Federal Reserve Chair Kevin Warsh delivered remarks at Jackson Hole that traders read as a signal on the path of interest rates.
Money is moving into other crypto funds as well. Ethereum ETFs collected $982.5 million across the month and $17.1 million on Monday. Solana products took in $278.2 million over 30 days, and XRP funds drew $127.05 million over the same window, SoSoValue data shows.
Source reporting
The outlets whose reporting this account was written from.
Written from the reporting and primary documents credited at the foot of this story. Facts are credited to the outlet or document that established them. How Chainpress works
