Bitcoin ETFs Add $471M On 2026 Day 1 As BTC Hits $90.9K

Key Insights:

• Bitcoin ETFs posted net inflows of $471.14 million on the first trading day of 2026.
• BTC price nearly touched $91,000 on Friday, closing above $89,000.
• Friday’s sharp inflows come in after the ETFs ended 2025’s last two months in net outflows.

Bitcoin spot exchange-traded funds (ETFs) began the new year on a positive note, posting net inflows of $471.14 million, SoSoValue data shows. Net assets increased by over $3 billion to $116 billion as Bitcoin reached a high of $90,925. It closed the session just below $90,000.

Bitcoin ETFs Post Biggest Daily Net Inflows Since Nov 2025

January 2, 2026’s first trading day, saw the biggest daily net inflows since November 2025, along with a sharp rise in trading volume. Friday saw over $5 billion in daily trading volume.

It’s the highest since December 18, 2025, SoSoValue data showed. Friday’s sharp inflows came in as Bitcoin surged by over $1000 to $90,925, ending the day at $89,925.

Net assets stand at $116.95 billion as of January 2nd, 2026. That reflects an over 3% rise since December 31st, 2025 ($113.3B).

BlackRock (IBIT), the largest Bitcoin spot ETF, posted the biggest inflows yesterday ($287.37M) among the 9 funds that bought Bitcoin. Other major buyers include Fidelity (FBTC) ($88.08M) and Bitwise (BITB) ($41.49M).

Friday also marks BlackRock’s biggest daily net inflow since October 8th, 2025 ($426.2M).

The week ending January 2nd saw net inflows of $458.77 million. Markets were closed on January 1st, in accordance with New Year’s Day. In November and December 2025, Bitcoin ETFs posted net outflows of over $4.5 billion amid Bitcoin’s fall from its ATH in October.

We earlier highlighted that despite the massive outflows in November and December last year, net assets displayed a 4% year-over-year increase. Friday’s sharp inflows may or may not be a bullish signal. However, it surely suggests that one-day outflows are not sure-shot directional signals.

Volatility could increase around January 15th, when Morgan Stanley Capital International (MSCI) will announce its verdict on including digital asset treasuries in its global indices.

BTC Price Surges Past $90,000 on Jan 2nd, 2026

Bitcoin price surged by over $2,000 to $90,925 on Friday, ending the session at $89,925. The flagship crypto had been tightly bound to the $87,000 to $90,000 range. Friday marked a notable move past the strong $90,000 resistance.

At press time, BTC price was trading at $89,700, reflecting a 0.1% intraday drop and a 2% weekly rise. $90,925 now stands as 2026’s and also the highest level since December 12th, when BTC marked an intraday high of $92,757.

Over 5,000 traders were liquidated on Friday, CoinGlass data shows. It reflects a notable surge from the previous days. Short positions accounted for the majority of the positions liquidated on Friday.

As of writing this report, NBC News, Al Jazeera, and other major traditional news agencies had reported that the US President confirmed that Venezuela’s President Nicholas Maduro had been captured in the Venezuelan capital of Caracas.

Reports of Maduro’s capture came as several clips of air strikes in Caracas surfaced on social media. As news of the US strikes on Venezuela flashed, BTC was trading above $89,700, reflecting a 0.01% hourly drop.

It’s important to consider news carefully, as social media posts tend to create hysteria. Be wary of social media handles, even those with large followings. They could potentially post clickbait content about geopolitical tensions and BTC price.