Principaux enseignements :
- Bitcoin ETF inflows reached $2.39 billion, setting a 2026 weekly record.
- Bitcoin price held near $84,000 despite seven consecutive inflow sessions.
- BTC price faces concentrated long-term holder supply around $84,000–$85,000.
U.S. spot Bitcoin exchange-traded funds recorded $2.39 billion in weekly inflows through Sept. 25, 2026. The inflows marked their strongest weekly total of 2026 and extended a seven-session buying streak.
The renewed demand arrived as Bitcoin held near $84,000 after a volatile September recovery. The divergence between ETF demand and BTC price performance kept attention on institutional flows and overhead supply.
Bitcoin ETF Inflows Reach 2026 Weekly Record
SoSoValue data showed U.S. spot Bitcoin funds attracted $134.47 million on Sept. 25. That session extended the group’s net inflow streak to seven trading days.

BlackRock’s iShares Bitcoin Trust led the latest session with about $96.99 million in net inflows. Fidelity’s Wise Origin Bitcoin Fund followed with roughly $49.32 million, based on SoSoValue data.
The weekly total reached $2.39 billion between Sept. 21 and Sept. 25, 2026. That exceeded the previous 2026 weekly record of $1.92 billion set during August. BlackRock’s fund remained the largest U.S. spot Bitcoin product by assets. BlackRock reported IBIT net assets of $67.31 billion as of Sept. 24.
The issuer also reported 1.407 billion shares outstanding and a daily trading volume of 38.15 million shares. IBIT closed that session at $47.81, while its reported net asset value reached $47.83.
BTC Holds Near $84,000 Despite Strong ETF Demand
CoinMarketCap data showed the Bitcoin price near $84,000 on Sept. 26. BTC traded within a daily range of about $83,166 to $85,230.

CoinMarketCap’s daily history showed BTC closing near $81,143 on Sept. 20 before reaching about $86,603 on Sept. 21. It then eased through the week as ETF inflows continued, leaving the price below the early-week high.
That sequence showed institutional fund demand did not translate into uninterrupted spot gains. The market absorbed new ETF buying while existing holders sold into strength near the upper range.
The week also followed a softer mid-September period for regulated Bitcoin products. Glassnode said ETF flows had turned negative during the week ending Sept. 16, alongside weaker on-chain capital inflows.
By Sept. 23, the firm said ETF buying had picked up again. The reversal strengthened the role of regulated U.S. products in Bitcoin’s latest recovery attempt.
The asset remained below its Oct. 6, 2025, all-time high of $126,198. Bitcoin, therefore, traded roughly one-third below that peak despite the latest ETF buying.
That gap suggests ETF inflows alone have not removed the supply facing the market. Spot buyers have absorbed selling, but Bitcoin has not yet cleared its recent resistance zone.
Glassnode reported on Sept. 23 that Bitcoin had moved above several cost-basis levels. However, the firm identified a large long-term holder supply block around $84,000 to $85,000.
The research firm placed the next major on-chain resistance near $96,700. Its analysis linked that level to the mean Market Value-to-Realized Value price ratio.
Bitcoin ETF Demand Meets Higher Derivatives Positioning
Glassnode’s Sept. 21 market report showed stronger spot and perpetual buying during Bitcoin’s recovery. The firm said futures open interest remained above its upper statistical band.
Options open interest also stood near $41 billion and above its high band. However, Glassnode found options markets priced less volatility than Bitcoin had recently delivered.
That positioning adds another variable for traders assessing whether ETF demand can sustain the recovery. Higher leverage can amplify price moves in either direction when the price approaches concentrated liquidity and supply.

Glassnode later reported that profit-taking remained lighter than during earlier cycle peaks. Spot volume had also more than doubled from its August low.
The firm said Bitcoin ETF buying was rising alongside broader exchange-based spot demand. That combination differs from rallies driven mainly by derivatives leverage or short liquidations.
Bitcoin Price Faces $85,000 Supply Before Next Resistance
The immediate BTC price test remains concentrated around the $84,000-$85,000 area. Glassnode identified that zone as a large block of long-term holder supply.
A sustained move above that region would shift attention toward higher on-chain resistance. Glassnode identified the next major area at $95,000-$97,000, based on options and valuation data.
The downside structure also remains defined. Glassnode said a move below $84,000, followed by a drop to $77,000, would weaken the current recovery structure.
Bitcoin ETF flows will remain a key market input after the record week. The next U.S. trading sessions will show whether the seven-day inflow streak continues alongside a break above current resistance.
Note: This article is for informational purposes only and does not constitute financial or investment advice.
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