Bitcoin ETFs Add $471M in Biggest One-Day Haul Since February

Bitcoin ETFs posted their largest single-day inflow since precocious February arsenic investors positioned up of President Trump's Tuesday-night deadline connected Iran.

The funds added $471.3 cardinal connected Monday, led by BlackRock's IBIT with $181.9 million, followed by Fidelity's FBTC astatine $147.3 cardinal and ARKB astatine $118.8 million, according to SoSoValue data. Every ETF recorded nett inflows oregon held flat, with nary seeing outflows.

The inflows travel arsenic Bitcoin trades astatine astir $69,200, down 1% implicit the past 24 hours and up 3.7% connected the week, according to CoinGecko data.

“Institutional positioning close present looks much similar measured accumulation than a binary stake connected geopolitics,” Wenny Cai, Founder and CEO of decentralized derivatives speech SynFutures, told Decrypt.

This determination from organization investors shows that they’re stepping backmost in, but done “structured allocation alternatively than chasing a near-term solution of the Middle East conflict,” Cai explained.

The flows travel a flurry of diplomatic enactment successful the U.S.-Iran conflict.

Iran delivered a “10-point” effect to the U.S. “15-point bid plan,” demanding a imperishable extremity to the war, the lifting of each sanctions, and an extremity to Israeli strikes successful Lebanon. In return, Iran would reopen the Strait of Hormuz but enforce a $2 cardinal interest per ship, splitting proceeds with Oman.

However, negotiators are “pessimistic” Iran volition crook to conscionable Trump's request to reopen the strait earlier his Tuesday-night deadline, The Wall Street Journal reported.

A strategical advisor to Iran's parliament talker struck a defiant tone: "It is Trump who has astir 20 hours to either surrender to Iran oregon his allies volition instrumentality to the Stone Age," according to The Kobeissi Letter’s post Tuesday.

As a result, lipid prices person extended gains to $115.50 per barrel, up 110% since December 2025 lows arsenic the reopening of the Strait of Hormuz—a cardinal variable—remains shrouded successful uncertainty.

Users connected prediction marketplace Myriad, owned by Decrypt's genitor institution Dastan, spot a 68% chance that mean ships transiting the strait volition emergence supra 15 earlier May—up from 43% connected April 3, reflecting increasing but cautious optimism. Nevertheless, Myriad users enactment an 84% chance connected crude oil’s adjacent determination taking it to $120.

For Bitcoin, the way guardant hinges connected whether diplomatic efforts succeed, Decrypt previously reported, with analysts suggesting a imaginable retest of $80,000 was imaginable if the ceasefire talks output an extremity to hostilities.

“If tensions ease, Bitcoin could beryllium 1 of the archetypal assets to reprice higher, but a sustained bull tally volition inactive beryllium much connected planetary liquidity than geopolitics alone,” Cai said.

However, Bitcoin’s resilience since the warfare began connected February 29 underscores a displacement successful its narrative. That, combined with dependable ETF request and macro hedging, could support Bitcoin supported adjacent existent levels, with $70,000 acting much arsenic a trial portion than a steadfast floor, Cai said, tempering optimistic expectations.