Bitcoin inflows to US set to turn positive in 2026, Chainalysis says

The United States has recorded net Bitcoin inflows for the first time since 2022, with transfers above $10 million bringing in 53,200 BTC during Chainalysis’s 2026 reporting period. Summary Large Bitcoin transfers drove net U.S. inflows, while transfers below $10,000 remained net outbound. The U.S. crypto economy totaled $2.78 trillion, down 2.2% from the previous reporting period. U.S. Bitcoin activity has gained global share since spot ETFs launched in January 2024. Dollar stablecoins have expanded overseas as U.S. institutions continued accumulating Bitcoin, according to the report. Chainalysis reported in its Oct. 14 study, “North America: Inside the Growth of Agentic Commerce,” that institutional buying drove the country’s return to net Bitcoin inflows during the 12 months ending June 2026. Across the transfer sizes tracked in the study, the report found that transactions below $10,000 consistently carried more Bitcoin out of the United States than into it. Larger transfers showed the opposite pattern, which the firm attributed to institutions buying while retail investors largely sold. Institutional transfers drive Bitcoin inflows to the US Within the largest transaction brac...