Bitcoin ETFs Just Pulled $2.7B in 5 Days—This Is Getting Out of Hand

By CryptoCraftsman | CryptoCraftsman | 12 Jul 2025

Bitcoin ETFs Just Pulled $2.7B in 5 Days—This Is Getting Out of Hand

Back-to-back billion-dollar inflows? Yeah, that just happened.

For the first time ever, U.S.-based spot Bitcoin ETFs saw $1B+ in inflows two days in a row.
We’re talking $1.17B on Thursday, then $1.03B on Friday—boom, boom.

That’s $2.2B in just 48 hours, and $2.72B over the whole week.
All while Bitcoin blasted through ATHs like it was nothing—first $112K, then $118,780 on Friday.

If this isn’t peak FOMO from institutions, what is?

The math ain't subtle

Matt Hougan from Bitwise broke it down like this:

On Thursday, Bitcoin network produced ~450 BTC
Spot ETFs? Bought 10,000 BTC

That’s a 22x supply overtake, according to Jan3.
This kind of demand isn't just bullish—it’s overwhelming.
And Samson Mow (Jan3 CEO) even warned:

“This demand is not sustainable at these price levels.”

Translation:
Either the price has to go way higher…
or something’s gonna snap.

BlackRock’s ETF is now a monster

IBIT, BlackRock’s spot BTC ETF, just crossed $80 billion AUM on Thursday.
And get this—ETF analyst Eric Balchunas says it’s the fastest ETF in history to hit that mark.
Took just 374 days.

To add fuel to the fire—
IBIT is now earning more revenue than BlackRock’s flagship S&P 500 ETF.
Yeah, Bitcoin is literally outpacing tradfi bluechips.

Also:

Total AUM across all spot BTC ETFs?
Just passed $140B.
Sure, price did a lot of the lifting here… but inflows were no joke.

So what now?

Let’s be real—this isn’t 2021 retail madness.
This is structured, multi-billion dollar capital flowing in like a river.
And it’s not slowing down. If anything, it’s accelerating.

With only 450 BTC mined a day, and 10k+ being bought daily by ETFs,
something’s gotta give.

Price? Supply? Miner pressure?
Or maybe the market just rewrites the rules again.

TL;DR:

BTC spot ETFs saw $1B+ inflows on two straight days (first time ever)
Weekly inflow: $2.72B
BTC hit $118,780 on Friday
BlackRock’s IBIT now has $80B AUM, fastest ETF to do so
Total spot BTC ETF AUM = $140B+
ETF demand = 22x daily mined supply

Are we watching the beginnings of a full-blown supply crisis? Or is this just ETF era hitting stride?
Either way, the BTC game just leveled up.

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CryptoCraftsman

Got into crypto a while back—was curious, then kinda stuck around. I write when something actually catches my attention. Quiet trends, odd moves, stuff that doesn’t shout but still matters.

CryptoCraftsman

I’m not here to act like I have all the answers. Half the time I’m just staring at the screen like, “why the hell did that coin pump?” So yeah, this blog’s kind of that—me trying to figure stuff out in public. Sometimes it’s charts. Sometimes it’s just vibes. And sometimes, I’m mad and need to rant. If you're looking for polished market reports… this ain't that. But if you want something honest, a bit chaotic, and actually fun to read—stick around.