Bitcoin ETF Inflows Surge as Treasury Buybacks Push Yields Lower: Is This the Start of a New Crypto Rally?

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U.S. spot Bitcoin ETFs logged eight straight days of inflows through Aug 26, drawing roughly $2.8 billion in the streak and pushing August inflows above $3 billion while 2026 flows remain about $2 billion negative. Bitcoin topped $80,000 on Aug 27 as the Treasury raised long-end buyback limits from $2 billion to at least $4 billion per operation, lowering yields and likely fueling renewed ETF demand and crypto market recovery.
- U.S. spot Bitcoin ETFs logged eight straight inflow days, drawing about $2.8 billion during the streak.
- August ETF inflows topped $3 billion, while 2026 flows remained roughly $2 billion negative.
- Treasury will raise long-end buyback limits from $2 billion to at least $4 billion per operation.
Bitcoin spot ETFs have shifted from months of weak demand to their strongest run of 2026. U.S. funds logged an eighth straight inflow day on August 26, adding about $232 million. The streak has drawn roughly $2.8 billion, while August inflows have moved above $3 billion. Bitcoin climbed above $80,000 again on August 27 after a sharp recovery from mid-August levels.
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