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Bitcoin ETFs Have $51.3B in Net Inflows. Why Does the Market Feel So Weak? Cumulative net flows into US spot Bitcoin ETFs are still positive at $51.3 billion as of late July. Two consecutive weeks of inflows after an eight-week outflow streak. On paper, a recovery signal. But here's the thing: those eight weeks shed over $8 billion. The $273M that came back in the last two weeks is recovering roughly 3% of what left. Institutional money came in hard early and proved willing to leave quickly when conditions shifted. BlackRock's IBIT alone holds $67B in AUM, a staggering concentration in one product. That's a lot of Bitcoin moving to the rhythm of institutional sentiment, rate expectations, and macro risk appetite. More ETF adoption isn't a guaranteed bid, it's a sentiment-sensitive one. The dynamic worth watching: ETF inflows are trickling back while stablecoin reserves at major exchanges have drained $2.3B. That's a gap. Institutional buying returning while retail dry powder thins out. One of those trends has to give. Is the ETF recovery enough to move the needle, or does the market need retail back in the picture first? Share your thoughts in the comments 👇