Bitcoin ETFs Surge Over $1B in Two Days as Trump's Trade Deal Sparks Market Frenzy

Record-Breaking Inflows and Leading Players

U.S. spot Bitcoin exchange-traded funds just smashed the charts with over $1 billion flooding in over the last two trading days. And guess what? It's all thanks to President Trump cooling down those macroeconomic jitters with a fresh trade deal with an ASEAN member state. Talk about timing!

The data's hot off the press from SoSoValue: July 2 saw $407.78 million pour in, but hold onto your hats because July 3 blew that out of the water with a whopping $601.94 million—the biggest single-day haul since May 23.

On Thursday, Fidelity's FBTC took the crown with a staggering $237.13 million in inflows. Right behind them, BlackRock's IBIT wasn't far off with $224.53 million.

ARK 21Shares' ARKB wasn't playing around either, pulling in $114.25 million. Meanwhile, Bitwise's BITB, Grayscale's GBTC, and VanEck's HODL together snagged $26.03 million. The rest of the BTC ETFs? They're sitting at zero for the day.

From Uncertainty to Rebound

These fresh inflows hit just days after the U.S. Senate green-lit Trump's "Big Beautiful Bill" on July 1. Despite no direct crypto provisions, it initially sent digital asset markets into a frenzy. But hey, they bounced back hard over the next two sessions.

Spot Bitcoin ETFs saw their first daily outflow on July 1, snapping a 15-day winning streak, but then—boom—they roared back.

What's got investors' hearts racing again? It's Trump's shiny new trade pact with Vietnam. It's all about balancing trade with a 20% tariff on Vietnamese imports and a hefty 40% on transshipped goods, while waving goodbye to tariffs on U.S. exports to Vietnam. This move's easing the big economic uncertainty and giving risk assets a serious boost across the board.

Political Pressure and Market Impact

Trump's not stopping there. He's been all over Fed Chair Jerome Powell, pushing for lower interest rates and even calling for his head, saying Powell's not moving fast enough to juice up the economy.

And get this—Trump's already eyeing Powell's replacement before his term even ends in May 2026. He's looking at folks like Scott Bessent, Kevin Warsh, or Christopher Waller, who are all about those aggressive rate cuts.

This political heat's been dragging the U.S. dollar down. As it keeps sliding, investors are getting hungrier for risk assets, like Bitcoin, and you can see it clearly in those skyrocketing ETF inflows.

Bitcoin's Bright Future

With all this institutional cash flooding into Bitcoin ETFs, July's looking like it could be a blockbuster month for Bitcoin's price action. It's set to challenge its usual Q3 slump.

Analysts are buzzing, calling out short-term targets from $117,000 to $135,000, and some are even dreaming of $200,000 by year's end.

At press time, Bitcoin (BTC) was chilling at $109,044, down just a hair over the past day.

Disclosure: This article's not your investment advisor. It's just here to school you, not steer your wallet.