On April 6, U.S. spot bitcoin exchange-traded funds (ETFs) saw a remarkable inflow of $471 million, marking the strongest daily performance in over a month. This surge ranks as the sixth-largest inflow recorded in 2026, according to data from SoSoValue.
Bitcoin’s price hovered around $68,780 on Tuesday, as the cryptocurrency struggles to break the $70,000 barrier. The recent inflows into ETFs have played a crucial role in offsetting weak demand and selling pressure from large holders, providing essential support for bitcoin prices.
Market analysts indicate that macroeconomic signals are currently offering little guidance, with a 98% likelihood that the Federal Reserve will maintain interest rates during its upcoming April meeting. Expectations for significant changes in rates, whether increases or cuts, remain minimal.
Interestingly, a report from Binance Research highlights a notable shift in bitcoin’s relationship with global monetary policy. Since the approval of U.S. spot ETFs in 2024, bitcoin’s correlation with the Global Easing Breadth Index—a measure tracking 41 central banks—has turned sharply negative. Previously, bitcoin reacted to monetary easing with a delay; however, this dynamic has reversed, with the inverse correlation becoming nearly three times stronger.
This transformation suggests that institutional flows driven by ETFs are now more proactive, positioning themselves in anticipation of policy changes rather than responding after the fact. Binance Research noted, “BTC may have evolved from a macro ‘lagging receiver’ to a ‘leading pricer.'” This evolution may allow bitcoin to function as a forward-looking asset, pricing in central bank shifts ahead of traditional market reactions.
As ETF inflows continue to absorb supply, they may help stabilize bitcoin prices, potentially leading to ongoing daily inflows.
U.S. spot bitcoin ETFs recorded a significant inflow of $471 million on April 6, indicating strong institutional interest despite bitcoin's struggles below $70,000. The evolving relationship between bitcoin and global monetary policy suggests a shift towards more proactive market behavior, driven by ETF investments.