TechFlow news, on January 7th, Matrixport released today's chart stating, "Over the past two years, Bitcoin ETFs have continuously absorbed incremental funds, with an overall substantial scale: cumulative net inflows reached approximately $34 billion in 2024 and about $22 billion in 2025. Although the pace of fund inflows has fluctuated periodically, in terms of magnitude, this buying activity has still provided significant support for Bitcoin prices.
Breaking down the inflow pace in 2025 reveals distinct periodic characteristics: the first quarter started relatively weak due to the impact of Trump's tariffs; however, by late October before the FOMC meeting, the cumulative inflow progress for the year was generally faster compared to the same period in 2024. Mid-year saw a notable acceleration in fund inflows, while after late October, it gradually shifted to periodic stagnation or slowdown.
Overall, this round of slowdown in ETF fund inflows is more attributable to cyclical factors rather than structural weakness. If it is merely a pace adjustment, net inflows in 2026 are likely to rebound and may continue to serve as an important supporting factor for prices."
