US-listed spot Bitcoin ETFs have moved into positive territory for 2026, with net inflows of about $320 million year-to-date as of Sept. 23. The swing follows roughly $4.6 billion of inflows since Aug. 19, reversing persistent redemptions earlier in the year that had left the group with a large deficit to recover. Bitcoin was above $86,000 on Sept. 23, up about 35% since Aug. 19, alongside renewed demand for the funds, Bloomberg reported via TradingView. Flow data show the scale of the reversal: about $4.6 billion entered the funds after Aug. 19, when the US Treasury said it would increase buybacks of long-dated bonds. Their cumulative 2026 year-to-date net flow was only about $320 million. Earlier outflows offset much of the later inflow, leaving the year-to-date total only recently in positive territory. The timing of the inflows does not by itself explain why investors allocated to Bitcoin ETFs. The 35% Bitcoin recovery since Aug. 19 put the average holder of US spot Bitcoin ETFs back into unrealised profit. The average Bitcoin cost is estimated at $82,000, a cohort-level reference point rather than a measure of every investor's entry price or return. That average sits below Bitcoin's quoted level on Sept. 23. The flow reversal has occurred alongside a stronger underlying Bitcoin market, not in isolation from it. Digital-asset market value climbed back to $3 trillion in September, the first time since January, according to the Bloomberg report. Perpetual futures open interest across cryptocurrencies reached about $160 billion, the highest since late October last year. Against that backdrop, the return of inflows into US-listed spot Bitcoin ETFs coincided with broader activity across spot-linked crypto investment products and derivatives. Disclaimer: This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.

Santiment reported that 14,942 BTC left crypto exchanges on a net basis, the largest daily outflow in five weeks, ahead of the Federal Reserve decision on Wednesday and GDP and PCE data on Thursday. The firm said moving coins off exchanges can reduce immediate selling pressure. It flagged $80,000 as the key level to watch, with a hold possibly supporting a rebound toward $82,500 to $84,000.

Whale Alert reports that 1,759 BTC valued at $142,029,159 was transferred from an unknown wallet to Coinbase Institutional. The on-chain alert confirms the transfer but does not indicate whether the funds were sold, moved for custody, or remain with the institutional platform.

Public companies holding Bitcoin increased 10% over the past year, according to River. Corporate accumulation now totals 19,000 BTC per month. At that pace, company treasuries could hold 13% of total Bitcoin supply in five years.

Whale Alert reported that 804 BTC worth about $64.9 million moved from Kraken to Binance. The alert did not identify the sender or the purpose of the exchange-to-exchange transfer.

Bitcoin has slipped back to around $80,000 after its summer rebound faded, with the $100,000 barrier still out of reach. Buyers from the past two years hold an average cost basis of $87,000 or higher, a level that twice capped rallies this year and led to pullbacks of at least 25%. Bitcoin ETF holders average $81,500. Macro pressure is rising as AI stocks lag and Bitcoin stays tied to tech shares.

Bitcoin whales reduced holdings by about 8,162 BTC, roughly $664 million, in the past 24 hours and realized near $156 million in profit ahead of the FOMC decision, analyst alicharts said on October 28. Key support sits near $81,000, where almost 1 million BTC have traded, with $77,000 and $67,000 below. A break above $84,500 is needed to turn bullish.

Bitcoin whales cut holdings by 8,162 BTC, about $664 million, in 24 hours and realized roughly $156 million in profit, alicharts data shows. Large holders are trimming exposure before the FOMC decision. Key support sits near $81,000, where nearly 1 million BTC traded before, with $77,000 and $67,000 next. A move above $84,500 would signal a bullish reversal.