"Bitcoin ETFs recorded about $5.30 billion in outflows between November 2025 and February 2026, which made a March recovery unlikely. But the funds reversed sharply, with massive inflows in March ($1.32 billion), April ($1.97 billion), and another $1.28 billion in the first 12 days of May alone."
"Bitcoin ETFs have now posted 7 consecutive weeks of positive inflows. During that period, BTC climbed from $68,000 to above $80,000-a 17.6% upside over that period. We analyzed key factors driving Bitcoin ETFs right now and where BTC could be by the end of Q2 if this trend continues."
"If Bitcoin ETF inflows maintain their consistent monthly growth through the end of Q2, Bitcoin could break above $90,000 and potentially rally towards $100,000. Right now, institutional players are absorbing around 500% of Bitcoin's daily mining output of 450 BTC. That 5:1 demand-to-supply ratio has sustained for weeks, helping BTC hold above $80,000."
"Bitcoin could reach $100,000 by the end of Q2 if two things hold: ETF inflows maintain their current pace and the market gets regulatory clarity with the CLARITY Act passage. If the bill advances through the Senate in May and reaches President Donald Trump before the end of June, Bitcoin would rally on the back of regulatory clarity and ETF demand, with the combined momentum giving BTC the runway to push above $100,000."
Bitcoin ETFs recorded $5.30 billion in outflows between November 2025 and February 2026, making a March recovery unlikely. In March, April, and early May, inflows reversed sharply, totaling $1.32 billion in March, $1.97 billion in April, and $1.28 billion in the first 12 days of May. Bitcoin rose from $68,000 to above $80,000 during seven consecutive weeks of positive inflows, a 17.6% gain. Sustained demand is supported by institutional players absorbing about 500% of daily mining output of 450 BTC, creating a 5:1 demand-to-supply ratio. Continued inflows through Q2 could push BTC above $90,000 and potentially toward $100,000, especially if the CLARITY Act provides regulatory clarity. Delays into 2027 could weaken ETF demand, trigger outflows, and reduce support near $80,000.
Read at 24/7 Wall St.
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