ETF Flows Signal Bitcoin Is On Track for a New All-Time High

Bitcoin ETFs Report, July 2025

Bitcoin ETFs have just recorded 15 consecutive days of net inflows, a stretch of consistent demand that stands out, especially given the uncertain macro backdrop in the last few weeks.

In our framework, that matters. The ETF flow-to-price model we’ve been running for the past 18 months suggests that sustained inflows of this magnitude shift the expected price range higher.

As a result, the model is now pointing toward a high probability of a new all-time high for Bitcoin in July.

Let’s take a closer look at the data behind that call.

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ETF Flows Signal Bitcoin Is On Track for a New All-Time High

The Takeaway

Bitcoin ETF flows have turned decisively positive, with a 15-day streak of net inflows pushing the market into a strong inflows regime.

Our updated model, which continues to show a stable relationship between ETF flows and monthly returns, now forecasts a July price range of $109K to $129K, with $119K as the baseline.