According to new data from Arkham Intelligence, three large Bitcoin ETF issuers are buying a large amount of BTC today. The ETFs had a net inflow of 220 million USD yesterday, and the issuers may be expecting a surge in demand.

Although Bitcoin has experienced significant volatility in recent days, institutional investors may be showing more confidence in this top cryptocurrency compared to the traditional financial market (TradFi).

Why are ETF issuers buying Bitcoin?

The cryptocurrency market has undergone widespread liquidation today, and concerns about global economic recession are spreading. Since President Trump imposed much higher tariffs than expected, cryptocurrencies are reflecting the TradFi stock market with significant declines.

However, the US Spot Bitcoin ETF market suggests that institutional demand may recover in the short term.

"Donald Trump just imposed tariffs worldwide. So what? Grayscale is buying Bitcoin, Fidelity is buying Bitcoin, Ark Invest is buying Bitcoin," Arkham Intelligence noted on social media.

Arkham Intelligence, a prominent blockchain analysis platform, is not the only entity noticing this trend in Bitcoin ETFs. Although Bitcoin price has been very volatile in the past two days, it continues to return to a certain basic level.

The Longing-Short ratio of this asset was 0.94 last week and has shifted to 1 today. This indicates a movement towards a more balanced investment position.

Previously, with 48.5% Longing position compared to 51.5% Short position, the market showed a slight downward trend. Today, the even split with 50.5% Longing position shows that investors have neutralized their views, reducing the downward trend.

This balanced position indicates that market sentiment has stabilized, possibly reflecting increased uncertainty about short-term price volatility. Bitcoin investors may be waiting for clearer market signals before committing to a specific trend.

Additionally, Bitcoin ETFs have performed well in another important area. According to data from SoSo Value, the entire asset portfolio had a net inflow of 220 million USD yesterday.

It's true that Trump made a Liberation Day announcement after the stock market closed yesterday, but it was still a very impressive growth.

The exact impact of today's market chaos on Bitcoin ETFs as an asset portfolio is currently unclear. However, Arkham's data shows that these issuers are significantly investing in BTC.

If nothing else, this suggests that these companies are predicting increased demand in the near future. Many questions remain unanswered about tariffs, the cryptocurrency market, and the global economy in general.

If ETF inflows continue throughout this week, it will reflect institutional investors betting on BTC to maintain more stability and sustainability compared to TradFi markets in the context of recession concerns.