Bitcoin ETFs are on their longest inflow streak of the year, and the timing says a lot about what actually moves this market. US spot Bitcoin ETFs have pulled in net inflows for nine straight sessions, adding $66.19 million Tuesday alone and roughly $3.08 billion since the run began September 17, edging out August's nine day streak by about $33 million. The path to get here was rocky. When the Fed raised rates 25 basis points on September 16, its first hike since 2023, Bitcoin slid to roughly $75,000 and the ETFs bled $746 million over just two days. Then sentiment flipped hard, with a single week pulling in $2.4 billion, the biggest weekly haul since October 2025. Bitcoin now trades near $84,000, still about a third below its October 2025 record of $126,296, but the speed of the reversal says investors treated the rate hike as a buying opportunity rather than a reason to retreat.

Finsum: A market that sheds $746 million in two days on a rate hike and then pulls in $2.4 billion the following week isn't showing conviction, it's showing how thin the line has gotten between panic selling and buying the dip in crypto right now.