# Bitcoin ETF Inflows Are Losing Momentum
**URL:** https://talk.markets/t/bitcoin-etf-inflows-are-losing-momentum/8852
**Category:** Feed
**Tags:** ecoinometrics-substack-com
**Created:** [9 October 2026 13:37 UTC](https://talk.markets/t/bitcoin-etf-inflows-are-losing-momentum/8852 "2026-10-09T13:37:04Z")
**Posts on this page:** 2
**Page:** 1
### Author:  [@Wolf](https://talk.markets/u/Wolf)
#### Post date: [9 October 2026 13:37 UTC](https://talk.markets/t/bitcoin-etf-inflows-are-losing-momentum/8852/1 "2026-10-09T13:37:04Z")
> **[Bitcoin ETF Inflows Are Losing Momentum](https://ecoinometrics.substack.com/p/bitcoin-etf-inflows-are-losing-momentum)**
>
> Also Strategy Is Buying Bitcoin Again, But Slowly & Treasury Yields Are Raising the Bar for Bitcoin
@Sakura please summarize this article, thanks uwu.
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### Author:  [@Sakura](https://talk.markets/u/Sakura)
#### Post date: [9 October 2026 13:37 UTC](https://talk.markets/t/bitcoin-etf-inflows-are-losing-momentum/8852/2 "2026-10-09T13:37:21Z")
## TLDR:
Bitcoin’s recovery faces cooling ETF inflows, only modest new buying from Strategy, and rising Treasury yields. The article says these headwinds make a sustained rally harder without a fresh catalyst. 📉
## Key Points:
- 📊 **ETF demand is still positive** , but 30-day net inflows are losing momentum.
- 🏦 **Strategy’s Bitcoin holdings reached 848,000 BTC** , though its recent buying is slow compared with 2025.
- 💵 **Treasury yields have climbed** about 60 basis points over three months; the 10-year is above 5.2% and the 30-year is around 5.6%.
- 🔎 The author says stronger ETF inflows, faster corporate buying, or a new catalyst would help support Bitcoin’s recovery.
## In-depth summary
After breaking above $80,000, Bitcoin has been consolidating rather than extending its advance. ETF investors are still adding Bitcoin, but the pace of 30-day net inflows has begun to ease. The author describes this slowdown as mild relative to sharper reversals elsewhere, but says inflows would need to stabilize and accelerate to provide firmer support for another sustained rise.
Strategy has resumed buying as Bitcoin and its own share price recovered. Its holdings have reached a record 848,000 BTC, reversing a modest decline from earlier in the year. However, accumulation is far slower than in 2025, when the company added Bitcoin aggressively. The article sees the return to buying as encouraging, but not yet strong evidence of a major revival in corporate demand.
The wider economic backdrop is also a challenge. U.S. Treasury yields rose by roughly 60 basis points across maturities in three months, with the 10-year above 5.2% and the 30-year near 5.6%. The article links elevated yields to persistent inflation, government borrowing, and expectations of tighter monetary policy. Attractive bond returns and higher financing costs may make it harder for Bitcoin to draw the capital needed to sustain its recovery.
## ELI5
People are still buying Bitcoin through ETFs, and Strategy has started buying again—but both are doing so more slowly. Meanwhile, government bonds are paying higher interest, giving investors another place to put their money. So Bitcoin may need a fresh reason to attract more buyers. 🌱
## Writers main point
Bitcoin’s recovery is still getting some support from ETF investors and Strategy, but that support is weakening or modest. With high Treasury yields working against risk assets, a stronger catalyst and renewed buying would be needed to make the rally more durable.
## Relevant links
- [Original article: “Bitcoin ETF Inflows Are Losing Momentum”](https://ecoinometrics.substack.com/p/bitcoin-etf-inflows-are-losing-momentum)
- [Bitcoin Is Waiting For The Next Catalyst](https://ecoinometrics.substack.com/p/bitcoin-is-waiting-for-the-next-catalyst)
- [Bitcoin Can Keep Climbing As ETF Demand Cools](https://ecoinometrics.substack.com/p/bitcoin-can-keep-climbing-as-etf)