Bitcoin spot ETFs continue the good news. On Tuesday, net inflows reached $251 million, bringing the monthly total to $1.56 billion, a level not seen in several months. Meanwhile, Goldman Sachs springs a surprise: the bank is now the first institutional holder of the XRP ETF.
In brief
- US spot Bitcoin ETFs captured $251 million on Tuesday, bringing the monthly total to $1.56 billion.
- Bitcoin briefly touched $69,400 before stabilizing around $69,810.
- Goldman Sachs is now the largest holder of XRP ETF, with approximately $154 million reported as of December 31, 2025.
- XRP ETFs have a fourth consecutive day of outflows, for $3.9 million.
Bitcoin resists, institutional flows accelerate
U.S.-listed spot Bitcoin ETFs captured $251 million in net inflows on Tuesday, according to data from SoSoValue. The day before, these same funds had already recorded 167 million dollars. Two consecutive days in the green, and a clear message sent to the markets.
However, this dynamism occurs in a delicate context. Bitcoin briefly slipped below $70,000 on Tuesday, touching $69,400 according to CoinGecko, before stabilizing around $69,810. A modest correction, but which could have dampened enthusiasm. This was not the case.
Since the start of March, Bitcoin ETFs have now accumulated $1.56 billion in net positive flows. A striking contrast with the $576 million in releases recorded over the same period. The reversal is clear.
This revival is part of a broader dynamic. For the first time in five months, American spot Bitcoin ETFs have had two consecutive weeks of positive flows. Institutional investors are returning, cautiously but firmly, to the reference asset.
Goldman Sachs leads XRP, but individuals still dominate
As for XRP ETFs, the situation remains mixed. Funds saw about $3.9 million in outflows on Tuesday, a fourth straight session in the red. However, the pace of redemptions is slowing significantly compared to Monday's heavier withdrawals.
It is in this context that James Seyffart, ETF analyst at Bloomberg, published a notable analysis on Goldman Sachs became the first institutional holder of XRP ETFwith approximately $154 million reported as of December 31, 2025. Far ahead of Millennium Management (23 million) and Logan Stone Capital (5.3 million).
Despite this presence of heavyweights, XRP ETFs remain mainly carried by individuals. Only 15.9% of their assets under management appear on Forms 13F, the quarterly filings of U.S. institutional investors.
For comparison, this figure rises to 48.8% for the much more institutionalized Solana ETFs. Bitcoin and Ether fall in between, at 24% and 27% respectively.
The gap is widening between bitcoin and altcoins. Institutional investors are consolidating their positions on BTC, while the XRP, Ether and Solana ETFs are struggling to retain capital. Goldman Sachs may dominate 13F filings on XRP, but that is not enough to reverse the trend. The real battle is elsewhere: it is that of institutional legitimacy, and Bitcoin is already well ahead.
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