TLDR
- Crypto ETFs have attracted $585 million in new investments in the first three days of 2025
- Bitcoin ETF issuers recorded $908 million worth of stock sales in a single day (Friday).
- Metaplanet Inc. plans to increase its Bitcoin holdings to 10,000 BTC, a 470% increase
- Bitcoin price surpassed $102,000 after reports that the Trump team is considering stricter tariff policies
- Analysts expect a possible market consolidation after Trump’s inauguration on January 20th
The cryptocurrency markets have started 2025 with remarkable momentum In the first three trading days of January, ETF inflows reached $585 million. This follows a December marked by profit-taking and outflows from crypto investment products.
Crypto-based exchange-traded products saw record inflows totaling $44 billion last year, according to a new report from digital asset manager CoinShares. This figure represents more than four times the previous record set in 2021, as detailed by James Butterfill, head of research at CoinShares.
Bitcoin funds now account for 29% of the European firm’s assets under management. On Friday alone, Bitcoin ETF issuers reported $908 million worth of shares sold, according to data from Farside Investors.
In corporate adoption news, Metaplanet Inc. has announced plans to expand its Bitcoin holdings by 470% by 2025. The company aims to reach 10,000 BTC, building on its accumulation strategy that began in April. CEO Simon Gerovich explained that Metaplanet will use “the highest growth capital market instruments available” to achieve this goal.
The price of Bitcoin has risen above $102,000, coinciding with a weakening US dollar and reports of possible changes in US trade policy. The Washington Post reported that President-elect Donald Trump’s team is considering a more targeted approach to tariffs, focusing on critical imports rather than imposing universal trade taxes.
Market analysts are closely watching the Federal Reserve’s upcoming decisions. CME Group’s FedWatch tool indicates that traders largely expect the Fed to maintain current interest rates. This came after the Fed’s first interest rate cut in four years last September, although the impact of such decisions on the Bitcoin price has been less pronounced recently.
BRN analyst Valentin Fournier believes that the cryptocurrency market could see sustained upward momentum leading up to Trump’s inauguration on January 20. However, he warns of a possible decline if market expectations are not met at this point.
Markus Thielsen, CEO of 10x Research, emphasized the importance of Bitcoin’s appearance at the end of January. He noted that Bitcoin ETF inflows slowed following the December FOMC meeting, coupled with less favorable global liquidity conditions.
The current market dynamics represent a departure from previous patterns where Federal Reserve decisions had a more direct impact on cryptocurrency prices. Since the rate cut in September, the correlation between Fed announcements and Bitcoin price movements has decreased.
Metaplanet’s expansion plans reflect growing institutional interest in Bitcoin. The company’s CEO highlighted the past year’s achievements, noting that they “broke records, expanded our Bitcoin treasury, and strengthened our position as Asia’s leading Bitcoin finance company.”
The combination of strong ETF inflows and institutional buying suggests continued market confidence in cryptocurrencies as we enter 2025. The $585 million in new investments in the first three days of January indicates continued interest in crypto exposures through regulated investment products.
Friday’s $908 million sale of Bitcoin ETF shares shows particular interest in Bitcoin-specific investment vehicles. This activity comes at a time when the broader crypto market is showing resilience despite profit-taking in December.
The possible scaling back of Trump’s tariff plans, as reported by the Washington Post, has contributed to the weakness of the dollar and the strength of the cryptocurrency. The proposed focus on critical imports represents a departure from previous campaign promises of universal tariffs.
Market participants are closely monitoring political and monetary policy developments. The upcoming presidential inauguration and Federal Reserve decisions remain key focuses for traders and investors.
