Bitcoin ETFs Attract Inflows as Liquidity Rises, Signaling Potential 2026 Shift

• Global dollar liquidity hit its low in November 2025, now turning higher to support crypto markets.

• US Spot Bitcoin ETFs saw $355 million inflows in one day, reversing $1.12 billion weekly outflows.

• Federal Reserve projects $8.165 billion injection on January 6, fueling quantitative easing expectations.

End of crypto winter 2026: Liquidity rises, Bitcoin ETFs rebound with $355M inflows. Discover Arthur Hayes’ bullish outlook and Fed’s $8B injection. Stay ahead in crypto markets.

Is the crypto winter ending in 2026?

Global dollar liquidity, a key driver for risk assets, bottomed out in November 2025 and is now expanding, signaling the end of the crypto winter. BitMEX co-founder Arthur Hayes highlights this shift as a green light for renewed crypto momentum into 2026, with U.S. Spot Bitcoin ETFs already showing strong inflows.

Why is global dollar liquidity rising now?

Arthur Hayes notes that the contraction phase, which pressured crypto throughout 2025, reversed in November. On-chain analysts like Mister Crypto emphasize a bullish liquidity cycle, pointing to the Federal Reserve’s scheduled $8.165 billion injection on January 6. This move aligns with quantitative easing signals, historically boosting Bitcoin prices by 20-50% in similar setups, according to macro data from sources like Farside Investors.

Frequently Asked Questions

What caused the recent Bitcoin ETF inflows after outflows?

U.S. Spot Bitcoin ETFs reversed a $1.12 billion weekly outflow streak with $355 million net inflows on Tuesday. BlackRock’s IBIT led at $143.75 million, followed by Ark 21Shares at $109.56 million, signaling institutional capitulation after December’s $744 million monthly losses.

Will rising liquidity spark a Bitcoin rally in 2026?

Yes, expanding money supply from the U.S., China, and Japan often precedes Bitcoin rallies. Despite BTC trading 30% below its all-time high amid record liquidity highs, analysts like Arthur Hayes see this as a deep value zone for long-term accumulation.

Key Takeaways

• Liquidity Cycle Shift: Global dollar supply bottomed in November 2025, now rising to favor crypto.
• ETF Rebound: $355 million inflows erase a third of prior outflows, led by BlackRock and Ark.
• Fed Catalyst: $8.165 billion injection on January 6 boosts quantitative easing outlook for 2026.

Conclusion

The end of the crypto winter gains momentum as global dollar liquidity rises, with Bitcoin and Ether ETFs flipping to inflows after heavy outflows. Arthur Hayes’ analysis, backed by Farside Investors data, points to institutional positioning ahead of Federal Reserve actions. Monitor liquidity trends closely—2026 could mark a pivotal recovery for crypto markets.