Bitcoin ETF AUM Surges: 1.2M BTC by September?
US Bitcoin Spot ETFs are a significant bullish factor in the current market, attracting substantial institutional investment into the Bitcoin ecosystem. In just 18 months, these ETFs have acquired 6.25% of Bitcoin's market cap, establishing themselves as a major market force.
Bitcoin Spot ETF AUM: Projected Growth
Market analyst Axel Adler Jr. highlights a strong upward trend in the Bitcoin ETF space, suggesting further potential gains. His analysis, shared on X (formerly Twitter), shows significant growth in assets under management (AUM) for US Bitcoin Spot ETFs (excluding Grayscale GBTC).
AUM increased from 932,000 BTC in April 2025 to 1,056,000 BTC currently—a 124,000 BTC net gain over 87 days. This translates to an average daily inflow of 1,430 BTC.
BlackRock's IBIT ETF leads this growth, attracting 118,000 BTC (1,360 BTC per day). The remaining 11 ETFs contributed a combined 6,000 BTC (70 BTC per day), highlighting BlackRock's dominance.
Adler Jr. projects that if the current accumulation rate of 1,430 BTC per day continues, these ETFs could reach 1,200,000 BTC in AUM by September, representing 9.25% of circulating Bitcoin. BlackRock's IBIT alone is projected to hold approximately 817,000 BTC.
Considering Grayscale GBTC's current AUM of $19.79 billion, Adler Jr.'s predictions suggest a combined net asset value significantly exceeding $197.54 billion for US Bitcoin Spot ETFs.
Bitcoin Price Update
At the time of writing, Bitcoin is trading at $107,339, showing a minor 0.28% increase in the last 24 hours. Daily trading volume is down 33.88% at $30 billion.
However, Bitcoin shows positive weekly (5.61%) and monthly (1.06%) gains, hinting at a potential bullish trend after a period of consolidation. After reaching a new all-time high of $111,970 in late May, Bitcoin has traded within a range between $100,000 and $110,000.
Disclaimer: This analysis is for informational purposes only and does not constitute financial advice. Investing in cryptocurrencies involves risk.
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