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Why Bitcoin ETF Flows Turned Positive Into a Binary Week

Published September 15, 202610 min read
Line chart of Bitcoin, last 90 days (USD) on a dark background

Bitcoin trades near $77,600, essentially flat over 24 hours, but the institutional tape underneath it has turned. After four straight sessions of net outflows totaling $462.7 million between Sept 8 and 11, U.S. spot Bitcoin ETFs flipped back to inflows, taking in $552.8 million on Sept 12 and another $260.0 million on Sept 15, with BlackRock's IBIT again the driver at $261.8 million (SoSoValue data via cryptonews, Sept 15, 2026). The price has yet to confirm the capital, which is the whole story of this exact moment in the market: the bid is institutional and the price is stuck, pinned into two binary events inside 48 hours, the Senate cloture vote on the CLARITY Act today and the Federal Re…

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