U.S. spot Bitcoin ETFs have pulled in $5.3 billion since the Treasury announced larger long-dated bond buybacks in August, according to ETF analyst Nate Geraci. The recovery included $2.4 billion last week alone and pushed 2026 flows back into positive territory after a $5.8 billion deficit in July. Bitcoin itself holds near $84,000 after touching $87,363 earlier in the week.
$5.3 billion enters funds since Treasury's announcement
Spot Bitcoin ETFs have collected about $5.3 billion since the Treasury said it would increase buybacks of long-dated bonds, ETF analyst Nate Geraci said on Sept. 26. The Treasury announced on Aug. 19 that it would raise the maximum size of liquidity-support buybacks in the 10-to-20-year and 20-to-30-year sectors from $2 billion to at least $4 billion each. The larger operations took effect Sept. 9 and run through Nov. 4.
Geraci linked the timing of the ETF rebound to that announcement, though the figure describes two developments over the same period rather than a proven cause. Treasury said the larger buybacks were meant to add liquidity to long-dated government bond markets, citing consistently strong offers from market participants in those sectors.
Weekly inflows hit $2.39 billion
The strongest stretch came during the Sept. 21-25 week, when U.S. spot Bitcoin funds drew about $2.39 billion over five straight positive sessions, according to Farside Investors data compiled by crypto.news. Monday alone brought in $999 million, followed by $714.7 million Tuesday and $346.9 million Wednesday, before Thursday and Friday added $190.7 million and $134.5 million.
BlackRock's IBIT led the week with roughly $1.2 billion in net inflows, while Fidelity's FBTC attracted $701.6 million and ARK 21Shares' ARKB added $294.7 million. Morgan Stanley's MSBT received $203.3 million, its largest weekly intake since launching in April.
2026 flows recover from a $5.8 billion deficit
The rebound reverses a weak first seven months of the year. Bitcoin ETFs sat roughly $5.8 billion underwater on a year-to-date basis around July 13, but the latest weekly inflows brought 2026 net flows to about $934 million above zero. The funds have now gathered approximately $57.6 billion in cumulative net inflows since their January 2024 launch, with total net assets near $108.4 billion at the end of Friday.
Bitcoin holds near $84,000
Bitcoin's price rose sharply during the inflow streak before giving back part of the gain. BTC moved above $87,000 early in the week, reaching roughly $87,363, before retreating toward $84,000 by Sept. 26. The cryptocurrency remained up about 3.8% over seven days, while the total crypto market value stood near $2.98 trillion.
Source: crypto.news
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