The new year has dawned with remarkable momentum for US spot Bitcoin exchange-traded funds (ETFs), pulling in over $1.2 billion in inflows within just the first two trading days of 2026. Nearly all participating funds enjoyed positive returns, with Monday alone accounting for a substantial $697 million net inflow—the highest single-day figure in three months—as Bitcoin prices stabilized above $90,000.
Bloomberg ETF analyst Eric Balchunas lauded this impressive trend, suggesting that if the current pace of inflows continues, annual totals could hit $150 billion, reflecting a staggering 600% increase over the $21.4 billion recorded in 2025. He remarked that the products are entering the new year like a lion, capturing widespread investor interest apart from a single outlier, the WisdomTree Bitcoin Fund.
As institutional adoption of Bitcoin expands, investment giants like Morgan Stanley are stepping into the fray. The firm filed with the SEC to launch Bitcoin and Solana ETFs, positioning itself alongside fellow behemoths BlackRock and Fidelity in the ever-growing crypto ETF marketplace, managing approximately $8 trillion in advisory assets. Balchunas commented on the strategic move, highlighting that it allows Morgan Stanley advisors to allocate to crypto more efficiently.
Strategies in action also suggest a transformative shift in Bitcoin demand. Fabian Dori, Chief Investment Officer at Sygnum, pointed out that sustained ETF demand is likely to continuously absorb the circulating Bitcoin supply, hinting at a long-term demand shock rather than short-term speculative trading.
In the midst of this bullish backdrop, legendary trader John Bollinger has set his sights high, forecasting a price target for Bitcoin at $107,000. This bullish prediction sits approximately 14% above Bitcoin’s current trading levels of around $93,468, just as traders remain vigilant for upcoming economic data releases that could sway market sentiment.
Technical analysis also reveals important resistance markers for Bitcoin. The cryptocurrency faces a critical level at $94,645—a price point it struggled to breach during December 2025. Should Bitcoin break through this barrier, it could pave the way for a rally towards the $100,000 mark. Indicators show it has successfully edged above its 50-day moving average, signifying potential upward momentum.
Bitcoin futures open interest recently climbed to $63 billion, surpassing levels maintained throughout December, indicating that investors are indeed ramping up leveraged positions in anticipation of market movements. “The price action and trading data clearly imply that many players are gearing up for something significant,” commented a market analyst.
As the crypto world anticipates the release of critical US jobs data this week, the confluence of institutional interest, bullish price predictions, and increasing open interest indicates that Bitcoin could soon break new barriers, solidifying its position in the global financial landscape.
