Bitcoin (CRYPTO: BTC) ETFs recorded about $1 billion in weekly inflows in the week of April 17, according to SoSoValue. The figure marks the strongest week for Bitcoin ETF inflows since the $1.42 billion recorded in the week of January 16. The surge has increased optimism among BTC holders about whether ETF demand could drive more upside for BTC in Q2.
More importantly, Bitcoin ETFs have now posted 7 consecutive weeks of positive inflows. During that period, BTC climbed from $68,000 to above $80,000—a 17.6% upside over that period. We analyzed key factors driving Bitcoin ETFs right now and where BTC could be by the end of Q2 if this trend continues.
What Is Driving Bitcoin ETF Demand Right Now?
Bitcoin ETFs recorded about $5.30 billion in outflows between November 2025 and February 2026, which made a March recovery unlikely. But the funds reversed sharply, with massive inflows in March ($1.32 billion), April ($1.97 billion), and another $1.28 billion in the first 12 days of May alone.
In total, Bitcoin ETFs have now recorded $3.43 billion in combined inflows over the last seven weeks. BlackRock’s IBIT led the recovery, bringing in approximately $3 billion since April 2. The fund currently holds over 821,000 BTC—equal to roughly 3.91% of Bitcoin’s total supply—while ranking among the top 1% of all U.S. ETFs by inflow volume. Fidelity’s FBTC brought in the second-largest inflows during this period, with combined inflows of roughly $277.27 million.
Institutional investors across all levels are absorbing ETFs at a pace far above daily mining output, and that demand has been a primary driver of BTC’s Q2 recovery, tightening available supply and improving market sentiment to push Bitcoin above $80,000 for the first time since January 31.
Another key driver is the geopolitical instability that has capped the performance of crypto assets since February. While crypto assets struggled to break above key resistance levels and sellers dominated the market, investors viewed Bitcoin ETFs as a relatively safer alternative alongside assets like Gold and Oil. As global tensions intensified in March, many rotated capital into Bitcoin products, and this trend has continued into May.
How High Could BTC Go by the End of Q2 if ETF Inflows Stay Strong?
If Bitcoin ETF inflows maintain their consistent monthly growth through the end of Q2, Bitcoin could break above $90,000 and potentially rally towards $100,000. Right now, institutional players are absorbing around 500% of Bitcoin’s daily mining output of 450 BTC. That 5:1 demand-to-supply ratio has sustained for weeks, helping BTC hold above $80,000.
Another factor keeping institutional players active is the expected passage of the CLARITY Act, which has added to ETF inflows momentum. On April 10, the American Bankers Association launched a last-minute lobbying campaign to pressure senators against the bill. But this didn’t stop Bitcoin ETFs from recording $27.29 million in inflows on April 11, as expectations that the bill would pass before the July 4 White House deadline offset the uncertainty that would have triggered outflows and bearish pressure.
In response, major policymakers and institutional players—like Coinbase’s Legal Officer Paul Grewal and Senator Bernie Moreno—have pushed back, with the Senate Banking Committee releasing a 309-page draft for the CLARITY Act today. A markup vote on May 14 would likely accelerate institutional inflows further, which could help Bitcoin reach and hold around $90,000—a 12.5% move from today’s level.
If Bitcoin maintains its reputation as a safer alternative in the market and ETF demand remains consistent, a Q2 close above $95,000 becomes a realistic base case. BTC can reach $150,000 if the CLARITY Act gets to Trump’s desk for signing before the end of June.
Can Bitcoin Reach $100,000 on ETF Inflows Alone?
Bitcoin could reach $100,000 by the end of Q2 if two things hold: ETF inflows maintain their current pace and the market gets regulatory clarity with the CLARITY Act passage.
If the bill advances through the Senate in May and reaches President Donald Trump before the end of June, Bitcoin would rally on the back of regulatory clarity and ETF demand, with the combined momentum giving BTC the runway to push above $100,000.
But if the CLARITY Act is delayed into 2027, it could slow down institutional momentum—which could reintroduce uncertainty about crypto regulations in the U.S. Such a delay could weaken ETF demand and trigger outflows—which would see BTC lose the $80,000 support level.
Top Gaining Stocks
Top Losing Stocks