Bitcoin ETFs See $1B Weekly Surge as Geopolitical Tensions Ease

Spot Bitcoin exchange-traded funds (ETFs) experienced a massive resurgence in investor interest last week, attracting $996 million in net inflows. This represents the strongest weekly performance since early January, signaling a decisive pivot back toward risk-on assets as market sentiment improves. The rally was heavily influenced by critical geopolitical developments. The announcement by Iran's foreign minister regarding the reopening of the Strait of Hormuz to commercial shipping, which was confirmed by US President Donald Trump, significantly reduced immediate fears of global energy supply disruptions. Financial data shows that Friday was the primary driver of the week's gains, with $663.9 million in inflows. This pushed total net assets across spot Bitcoin ETFs above $101 billion, with daily trading volumes nearing $4.8 billion. In tandem with the ETF surge, Bitcoin climbed above $77,000, while Brent crude oil prices dropped roughly 10% to approximately $85 per barrel. Market analysts suggest that investors are now pricing in the evolution of geopolitical tensions rather than their mere existence. With the US dollar weakening due to concerns over US debt demand and high long-term yields, Bitcoin is increasingly viewed as a viable alternative to traditional 'risk-free' assets. From a technical perspective, some analysts view Bitcoin as being in a liquidity redistribution phase. Current market structures show resistance above $75,000 and support forming near $72,000, suggesting the asset is establishing a new equilibrium range rather than extending a singular directional trend.