$223.5 million flowed into US spot Bitcoin ETFs on July 2, the first net inflow in 10 trading sessions, with Fidelity's FBTC taking $166 million and ARK 21Shares' ARKB $92 million.
Bitcoin sentiment improved after a softer-than-expected US jobs report weakened the dollar and helped BTC rebound toward $63,000 from a 21-month low of $57,797, reclaiming the $60,000 level.
That rebound is still fragile: Glassnode's 14-day average ETF flow remains deeply negative at minus $222 million, its weakest since March 2025, showing broader demand has yet to recover.
Bitcoin also remains in a downtrend from October 2025 and about 50% below last October's peak, with traders watching whether it can hold above its 20-day moving average and push toward $67,000.
A stalled US CLARITY Act in the Senate continues to cap the outlook, as the bill is seen as key to institutional crypto adoption and currently carries 55% odds of passing in 2026 on Polymarket.