Weekly Inflows and Market Dynamics
Investment products offering cryptocurrency exposure accumulated $2.17 billion over the past week, marking the strongest inflow period since October 2025. However, geopolitical developments prompted $378 million in withdrawals on Friday. CoinShares head of research James Butterfill attributed the late-week reversal to diplomatic tensions and monetary policy speculation rather than fundamental demand deterioration.
Bitcoin and Ethereum Dominance
Bitcoin products captured $1.55 billion of the weekly total, with U.S. spot Bitcoin exchange-traded funds accounting for $1.4 billion. This concentration demonstrates continued institutional preference for regulated Bitcoin exposure despite broader market uncertainty.
Ethereum investment vehicles recorded $496 million in new allocations. Demand for Ethereum persisted even as Senate Banking Committee discussions addressed potential restrictions on stablecoin yield generation, suggesting investors maintained conviction despite regulatory uncertainty.
Alternative Cryptocurrency Performance
Solana funds attracted $45.5 million in new allocations. XRP products led alternative cryptocurrency inflows with $69.5 million, followed by smaller allocations to Sui, Lido, and Hedera offerings. CoinShares characterized the distribution as broad-based institutional participation spanning multiple digital assets regardless of short-term volatility.
Geographic Distribution of Inflows
United States-domiciled funds absorbed $2.05 billion, representing the overwhelming majority of global inflows. German, Swiss, Canadian, and Dutch products also recorded net positive flows, indicating geographically distributed demand despite Friday's reversal affecting most regions.
Blockchain Equity and Asset Performance
Blockchain equity products pulled $72.6 million in new capital, extending recent momentum in stock-based cryptocurrency exposure. This trend suggests traditional equity investors are increasing allocation to companies with digital asset operations alongside direct token exposure.
Bitcoin gained approximately 3% across the seven-day period while declining roughly 2% on Monday, dropping below $93,000 as macro concerns resurfaced. Ethereum followed a similar trajectory, advancing over 3% for the week but surrendering more than 3% in Monday trading.
Outflows in Specific Categories
Multi-asset cryptocurrency products and short Bitcoin funds represented the only categories experiencing monthly outflows through Friday, shedding $32 million and $8.6 million, respectively. The pattern indicates investors maintained directional long positions while reducing hedge exposure and diversified crypto allocations.