Bitcoin’s price momentum continues to fuel institutional interest as exchange-traded funds (ETFs) and corporate entities ramp up their exposure. CoinShares’ latest weekly report revealed a notable $867 million in net inflows into Bitcoin ETFs, driving total cumulative inflows to $69.2 billion — a new record since their January debut.
Meanwhile, Strategy, a prominent business intelligence firm, disclosed the acquisition of 13,390 BTC worth $1.3 billion last week, amplifying its long-term commitment to the digital asset. These developments underscore a broader trend of increased institutional confidence in Bitcoin, bolstered by macroeconomic shifts and regulatory momentum in favor of digital assets.
The Monovex team explores this subject comprehensively in the article.
ETF Inflows Signal Renewed Market Optimism
Last week marked the fourth consecutive week of net inflows into digital asset investment products. Total inflows across all crypto funds reached $882 million, bringing year-to-date (YTD) inflows to $6.7 billion, according to CoinShares. This trend demonstrates a growing appetite for Bitcoin exposure via regulated financial vehicles, especially in light of global macroeconomic conditions.
The dominant contribution came from US spot Bitcoin ETFs, which attracted $867 million in net inflows during the week. The figure brings total net inflows for US-based ETFs to a record-setting $69.2 billion. Key drivers behind this surge include:
- Stagflationary risks, as central banks struggle to balance inflation control with economic growth.
- A global increase in M2 money supply, boosting investor interest in scarce assets.
- Policy shifts among US states, where Bitcoin is increasingly recognized as a strategic reserve asset.
Such structural support for Bitcoin ETFs reflects evolving market perceptions — Bitcoin is no longer viewed solely as a speculative asset but increasingly as a store of value and portfolio diversifier.
Bitcoin Briefly Crosses $105K Before Retracing
Bitcoin (BTC) rallied early Monday to $105,450, its highest level in months, before pulling back to $101,400. Despite this retracement, BTC is still up 7.3% week-over-week, continuing its strong performance amid favorable sentiment in the broader crypto market.
Analysts attribute the price spike to several converging factors:
- The settlement of trade tensions between the US, UK, and China is reducing geopolitical uncertainty.
- Consistent on-chain buying activity, especially from new market entrants.
- Positive inflows into ETFs reflect broader acceptance among retail and institutional investors alike.
On-chain data from Glassnode confirms this trend. The First-Time Buyers Relative Strength Index (RSI) maintained a reading of 100 throughout the week, indicating robust new demand for Bitcoin. This suggests that fresh capital continues to enter the ecosystem even as prices test historical highs.
However, momentum buyers—traders who typically enter on strong upward trends—are still sitting on the sidelines. Analysts caution that without sustained inflows, profit-taking could lead to short-term price consolidation.
Strategy Acquires 13,390 BTC in Massive Allocation
Perhaps the most striking corporate move this week was from Strategy, which purchased 13,390 BTC at an average price of $99,856, totaling $1.3 billion. This increases Strategy’s Bitcoin holdings to 568,840 BTC, currently valued at approximately $39.42 billion.
This acquisition solidifies Strategy’s position as the largest corporate holder of Bitcoin, eclipsing even public companies like MicroStrategy and Tesla. It also demonstrates the Strategy’s long-term conviction in Bitcoin as a primary treasury asset, aiming to hedge against fiat depreciation and macro volatility.
The firm’s aggressive Bitcoin strategy has become a blueprint for corporate adoption, with more firms expected to replicate its playbook in the coming quarters.
Corporate Expansion: Nakamoto and KindlyMD Merger
In a parallel move reflecting the growing convergence of blockchain and traditional industries, Bitcoin Magazine CEO David Bailey announced a merger between holding company Nakamoto and healthcare analytics firm KindlyMD.
The deal, backed by $710 million in funding, aims to establish a Bitcoin treasury-backed corporate structure, blending Web3 finance with real-world healthcare innovation.
Key details of the merger:
- David Bailey will serve as CEO of the newly combined entity.
- Tim Pickett, CEO of KindlyMD, will retain his operational leadership role.
- A new board of directors will be appointed upon finalization of the merger.
Following the announcement, KindlyMD’s stock surged over 600%, climbing from under $4 to $28, before retracing to $15 at the time of writing. This market reaction highlights how Bitcoin-centric strategies are increasingly seen as value-accretive in both tech and traditional equity markets.
Final Thoughts
The Bitcoin ETF inflows of $867 million, coupled with Strategy’s $1.3 billion Bitcoin purchase, paint a compelling picture of institutional acceleration in the digital asset space. These developments are not isolated — they are the culmination of regulatory clarity, macroeconomic tailwinds, and increasing recognition of Bitcoin as a sovereign-grade financial instrument.
While short-term volatility remains, the underlying data points — including rising ETF flows, corporate adoption, and strong on-chain demand — suggest that Bitcoin’s structural bull case is gaining strength.
