US spot Bitcoin ETFs recorded $532.21 million in net inflows on Monday as Bitcoin pushed back above the $80,000 mark, driven by improving risk sentiment following the ceasefire agreement between the US and Iran. BlackRock's iShares Bitcoin Trust (IBIT) dominated the session with $335.49 million in daily inflows, while Fidelity's Wise Origin Bitcoin Fund (FBTC) followed with $184.57 million. Morgan Stanley's Bitcoin ETF (MSBT) was the sole other fund to register positive flows, adding $12.16 million, whereas the remaining funds recorded no new capital. Data compiled by Woofun AI indicates that Monday's inflows extended a three-day winning streak, reversing a prior trend where funds shed $490.63 million over three consecutive days of outflows. The immediate recovery saw Friday's inflows reach $629.73 million, building on Thursday's modest $14.76 million gain. This surge coincides with Bitcoin trading at approximately $81,029, up 1.5% over the past 24 hours, marking the first time the asset has breached the $80,000 threshold in more than three months.

Bitunix analysts attribute the price action to a concentrated short-side liquidity squeeze within the $79,500-$81,000 range, which forced a reclamation of the key $80,000 psychological level. Woofun AI notes that the $77,000-$78,000 zone now serves as the primary support for leveraged long positions, stabilizing the immediate technical structure.

However, the broader market context remains complex as macro and geopolitical forces increasingly dictate crypto price action. The US military's launch of "Operation Freedom," deploying 15,000 personnel to secure shipping lanes through the Strait of Hormuz, has introduced renewed volatility, with Iran warning that the move could violate the existing ceasefire framework.

Market participants are closely watching this week's US Non-Farm Payrolls report and Federal Reserve commentary, which are expected to set the tone for risk assets broadly. If inflation expectations remain elevated, the Fed could maintain higher rates for longer, potentially squeezing crypto valuations. Conversely, softer economic data could trigger a rotation back into technology and digital assets. Woofun AI analysis suggests that BTC is no longer driven solely by internal crypto-market sentiment but has entered a phase jointly priced by "macro events + liquidity structure." This shift implies that future price movements will depend heavily on the interplay between global policy decisions and on-chain liquidity dynamics rather than isolated sector trends.

Spot Ether ETFs also participated in the recovery, recording $61.29 million in net inflows on Monday. This followed a stronger session on Friday, which brought in approximately $101.18 million, helping push cumulative net inflows for Ether ETFs above $12 billion. The current positive streak contrasts sharply with late April, which saw notable outflows including $87.73 million on April 29 and $75.94 million on April 23, alongside smaller negative days on April 28 and April 30. The resilience of both Bitcoin and Ether ETFs suggests that institutional appetite is returning despite lingering geopolitical uncertainties, provided that macroeconomic conditions do not deteriorate significantly in the coming weeks.