Trump’s Vague BTC Reserve Plans Cause Slowdown in Bitcoin ETF Inflows

Slowing US Bitcoin ETF Inflows Hint at Investor Caution Amid Speculation on Trump's Potential National BTC Reserve Strategy

Trump's Vague BTC Reserve Plans Cause Slowdown in Bitcoin ETF Inflows

Key Points

On February 5th, inflows into U.S. Bitcoin exchange-traded funds (ETFs) slowed down. This slowdown followed comments from Trump’s crypto policy advisor about the possible creation of a national strategic Bitcoin reserve.

Bitcoin ETFs see decreased inflows

Data from SoSoValue showed that the 12 Bitcoin ETFs recorded net inflows of $66.38 million. This figure was 80% lower than the previous day’s inflows of $340.82 million. BlackRock’s IBIT had the most inflows, with $44.35 million entering the fund.

WidomTree’s BTCW and Fidelity’s FBTC also saw positive inflows of $11.38 million and $10.65 million, respectively. However, the remaining nine Bitcoin funds saw neither inflows nor outflows on that day.

The total trading volume for these investment products was $2.04 billion on February 5. Since their launch, these funds have seen a total net inflow of $40.67 billion.

Uncertainty around U.S. strategic Bitcoin reserve

The decrease in inflows likely resulted from a recent discussion about President Donald Trump’s vision for America’s digital asset landscape. The crypto czar did not provide any new information about the establishment of a strategic Bitcoin reserve, only stating that it remains a priority for the crypto council.

This uncertainty about the U.S. government’s stance on a strategic Bitcoin reserve, which Trump promised before his election, has led to cautious sentiment among Bitcoin investors. At the time, Bitcoin was down 0.4%, trading at $97,847 per coin.

Ethereum ETF inflows also decline

On February 5, the nine spot Ethereum ETFs also saw a significant drop in net inflows, which were at $18.11 million, down from $307.77 million the previous day.

Fidelity’s FETH led with inflows of $20.06 million, while Grayscale’s mini Ethereum Trust followed with $5.21 million. However, Grayscale’s larger ETHE fund recorded a net outflow of $7.16 million. The remaining Ethereum ETFs remained neutral.

The spot Ether ETFs have seen a cumulative total net outflow of $3.17 billion. At the same time, Ethereum was up 2.5% and was trading at $2,835.

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