During the week of April 17, Bitcoin (CRYPTO: BTC) ETFs saw roughly $1 billion in inflows, according to SoSoValue. This marks the highest weekly inflow since the $1.42 billion noted in the week of January 16. This increase has fueled optimism among BTC holders about potential ETF demand driving BTC higher in Q2.
Moreover, Bitcoin ETFs have experienced a consecutive 7 weeks of positive inflows. During this timeframe, BTC rose from $68,000 to over $80,000, achieving a 17.6% gain. We explored the key factors influencing Bitcoin ETFs right now and discussed where BTC might be by the end of Q2 if this trend continues.
Factors Fueling Bitcoin ETF Demand
Bitcoin ETFs witnessed about $5.30 billion in outflows from November 2025 to February 2026, making a recovery in March seem unlikely. However, the funds rebounded significantly with inflows of $1.32 billion in March, $1.97 billion in April, and an additional $1.28 billion in the early days of May.
In total, Bitcoin ETFs have secured $3.43 billion in inflows over the last seven weeks. BlackRock’s IBIT led this recovery, attracting around $3 billion since April 2, holding more than 821,000 BTC—roughly 3.91% of Bitcoin’s total supply—while ranking among the top U.S. ETFs by inflow volume. Fidelity’s FBTC garnered the second-highest inflows with about $277.27 million.
Potential BTC Price Outlook If ETF Inflows Persist
Should Bitcoin ETF inflows keep their steady monthly growth, BTC could exceed $90,000 and even approach $100,000 by the end of Q2. Presently, institutional investors are acquiring approximately 500% of Bitcoin’s daily mining output of 450 BTC, creating a strong demand-to-supply ratio that has helped maintain BTC above $80,000.
Another significant factor is the anticipated enactment of the CLARITY Act, which has boosted ETF inflow momentum. Despite a last-minute lobbying effort against the bill by the American Bankers Association on April 10, Bitcoin ETFs still received $27.29 million in inflows on April 11, driven by expectations that the bill would be approved before the July 4 deadline.
Can Bitcoin Achieve $100,000 Solely from ETF Inflows?
Bitcoin could reach $100,000 by the end of Q2, provided two conditions are met: ETF inflows continue at their current rate and regulatory clarity is achieved through the passage of the CLARITY Act. If the bill moves forward in May and reaches President Trump by the end of June, Bitcoin could rally on regulatory clarity and ETF demand, enhancing BTC’s potential to surpass $100,000.
Conversely, if the CLARITY Act is delayed until 2027, it may dampen institutional momentum and reintroduce uncertainty regarding U.S. crypto regulations. Such a delay could weaken ETF demand and instigate outflows, potentially causing BTC to drop below the $80,000 support level.
