Bitcoin ETFs: To The Moon?! 🚀💰

Right. So, apparently everyone’s suddenly decided Bitcoin is, like, totally a sensible investment. U.S. spot Bitcoin ETFs have started 2026 with a frankly alarming amount of enthusiasm, which is…a thing. They’ve sucked in over $1.2 billion in the first two days of the year. $1.2 billion. Honestly, it sounds made up. Bloomberg’s Eric Balchunas thinks it’s “like a lion.” I mean, okay Eric, dramatic much? 🦁 If this keeps up, apparently we’re looking at $150 billion for the year – which is approximately 600% more than last year. Which, in the world of finance, is either brilliant or terrifying. Probably both.

Strong Start After a Choppy Finish

This all follows a rather stressful end to 2025, where Bitcoin did that thing it does – plummet, then everyone panics. But now it’s apparently ‘reclaimed’ levels above $90,000. Excellent. Makes me feel marginally less silly for briefly considering putting my entire savings into Dogecoin last spring (don’t judge). BlackRock’s iShares Bitcoin Trust (IBIT) is leading the charge, naturally. Because of course it is. They’re very good at things like… finances. 🙄

Last year they only managed $21.4 billion. Honestly, it’s like they didn’t even try. This year is already looking different. They are saying it’s ‘renewed confidence’ and not just people desperately trying to find something to do with their money. We’ll see.

A Structural Demand Shift?

Apparently, consistent ETF inflows are ‘steadily absorbing circulating Bitcoin supply.’ Which sounds…ominous? Like Bitcoin is some sort of financial amoeba slowly being consumed. Sygnum CIO Fabian Dori thinks this means a proper supply-demand imbalance, not just a temporary blip caused by people getting overexcited. Although, even he admits that some funds, like Fidelity, are experiencing outflows. Because nothing is ever simple, is it? 🤷‍♀️

Big Institutions Double Down

And now Morgan Stanley want in. Morgan Stanley! With their $8 trillion in advisory assets. It makes you wonder what they know that the rest of us don’t. Probably something deeply unsettling. They want to launch Bitcoin and Solana ETFs. Honestly, it’s all getting a bit much. Is this how revolutions start? With crypto ETFs?

Basically, everything’s looking up. Optimism, institutional backing…it’s all a bit much, frankly. 😬 Mostly I’m worried about what happens when it all goes wrong. Again.

Community Rection

Someone called WhalePanda on X (yes, really) pointed out that lots of excited chatter tends to happen right before prices fall. As if we needed another reason to be suspicious! Eric Balchunas countered by saying Bitcoin is still up 6% this year – which, annualized, is apparently impressive. Okay, fine. He’s probably right. But still… be careful out there. Also, he thinks it could hit $130,000 – $140,000 if things go well. Now you’re just teasing, Eric! 💸

Another analyst, Nathan Jeffay, reckons even a slowdown in inflows could keep it above six figures. Which is… reassuring? Or terrifying? See above.

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FAQs

What are U.S. spot Bitcoin ETFs and why are they important?

U.S. spot Bitcoin ETFs are basically a way for normal people to invest in Bitcoin without actually, you know, understanding Bitcoin. They make it easier, more regulated, and generally less stressful. (Until it isn’t.)

How do Bitcoin ETF inflows affect Bitcoin’s price?

If lots of people buy into ETF’s it gives it more value… duh. Also, it affects supply and demand which is something to do with economics. (I pretend to understand.)

Can Bitcoin ETFs help Bitcoin reach six-figure prices?

Possibly? Maybe? It’s a good question for someone who understands these things. Me? I’m just here for the drama.