U.S. spot Bitcoin ETFs recorded their strongest single-day inflows since early October, signaling a rebound in institutional demand and renewed investor confidence following weeks of outflows.Key TakeawaysU.S. Bitcoin ETFs attracted $524 million in cumulative net inflows on Tuesday — the highest since the October market crash.Smart money traders added $8.5 million in net long Bitcoin positions, showing renewed optimism.The rebound coincided with progress in U.S. government shutdown negotiations, easing macro uncertainty.Ethereum ETFs saw $107 million outflows, while Solana ETFs extended an 11-day inflow streak with $8 million.ETF Inflows Signal Return of Institutional DemandAccording to data from Farside Investors, U.S. spot Bitcoin ETFs saw $524 million in cumulative inflows on Tuesday — the largest daily total since October 7. The strong rebound follows weeks of risk aversion triggered by the October 10 market crash, when Bitcoin plunged over 17% amid record volatility.The inflows mark a shift in sentiment as institutional investors and asset managers begin repositioning after the market turmoil. Bitcoin ETFs and corporate buyers like MicroStrategy have been key drivers of Bitcoin’s demand throughout 2025, according to CryptoQuant CEO Ki Young Ju.Bitcoin traded near $104,735 at press time, stabilizing after a volatile start to November.Macro Tailwinds: Senate Progress on Budget DealThe renewed inflows followed Senate approval of a funding package to end the U.S. government shutdown — a development that helped lift broader market sentiment. The bill now heads to the House of Representatives for a vote expected later today.The easing political risk and improved liquidity outlook encouraged a wave of institutional repositioning. Data from Nansen’s “smart money” tracker showed that top-performing traders added $8.5 million in net long Bitcoin positions in the last 24 hours. However, they remain net short by $202 million on decentralized exchange Hyperliquid, signaling lingering caution.Analysts View Correction as HealthyDespite retail concerns over the end of the bull cycle, analysts maintain that the recent correction remains within healthy parameters.“The current pullback is helping reset leverage and paving the way for renewed institutional entry,” said Lacie Zhang, research analyst at Bitget Wallet.Zhang added that upcoming U.S. inflation data (CPI) on November 13 will be critical for gauging Bitcoin’s short-term direction. Continued data delays from the government shutdown, however, add uncertainty to the timeline.Altcoin ETF Flows: Solana Extends Streak, Ether Sees OutflowsWhile Bitcoin ETFs rebounded sharply, Ether ETFs recorded $107 million in outflows, suggesting continued profit-taking after recent gains.Meanwhile, Solana ETFs logged their 11th consecutive day of inflows, adding $8 million on Tuesday — extending the token’s recent run of strength among altcoin investors.
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