Bitcoin ETFs Snap Back With $74.6M Inflows as Goldman Sachs Pushes Rate-Cut Date to 2027

U.S. spot Bitcoin ETFs recorded $74.6 million in net inflows on November 4, ending three consecutive sessions of withdrawals totaling $1.16 billion as Bitcoin recovered above $81,000. The renewed demand was uneven: Fidelity’s FBTC attracted institutional capital while BlackRock’s IBIT continued to lose funds.

Fidelity’s Wise Origin Bitcoin Fund led the inflows with approximately $236.7 million on November 4. Bitwise’s BITB added $15.2 million, while ARK Invest’s ARKB received $19.9 million. BlackRock’s iShares Bitcoin Trust moved in the opposite direction with $201.2 million in outflows, extending IBIT’s four-session losing streak to $935 million.

Goldman Sachs shifted its projected Federal Reserve rate cuts back by one quarter, citing persistent inflation and a resilient labor market. The bank now expects reductions in December 2026 and March 2027, keeping uncertainty in place around the timing and scale of further monetary easing.

Bitcoin (BTC) traded at $80,385.00, up 0.49% over 24 hours. The asset recovered from a seven-week low near $75,600 during the November 3 election period and climbed back above $81,000 on November 4 following market stabilization after the U.S. midterm elections, although analysts cautioned against attributing the recovery to a single catalyst.