BlackRock's IBIT attracted $665.2 million on Monday, its strongest session since October 2025, lifting combined U.S. spot Bitcoin ETF inflows to $526.6 million—the biggest day in a month. However, equity weakness and macro headwinds could dampen sustained demand for Bitcoin. Ether ETFs lost $103.3 million, marking their fourth consecutive day of outflows and signaling that current flows reflect Bitcoin-specific demand rather than broader crypto sector interest. Meanwhile, the U.S. 10-year Treasury yield sits around 5.13% and Brent crude trades near $110 per barrel, keeping energy-driven inflation risks elevated amid geopolitical tensions. The Federal Reserve is widely expected to hold rates steady next week, though prediction markets price in a 25 basis-point increase for the following month.