Crypto investment products continued to see strong demand last week, with total inflows reaching $1.2 billion, marking a fourth consecutive week of gains, according to CoinShares data.
Total assets under management across digital asset funds rose to $155 billion — the highest level since February 1 — although still significantly below the $263 billion peak recorded in October 2025. The recovery in AUM reflects a steady return of institutional capital, even as broader market conditions remain uneven.
Bitcoin led inflows, attracting $933 million over the week and bringing its year-to-date total to $4 billion. Ether also maintained momentum, drawing $192 million in inflows, marking its third straight week above the $190 million threshold.
Beyond spot crypto funds, blockchain equity ETFs have emerged as another key area of interest. These products provide exposure to publicly traded companies tied to crypto infrastructure, including miners, exchanges, and semiconductor firms serving the sector. Inflows into these ETFs reached $617 million over the past three weeks, including a record weekly intake. CoinShares analyst James Butterfill described the trend as a surge in demand for indirect exposure to the digital asset ecosystem.
The data suggests a growing preference among investors who are unable or unwilling to hold spot cryptocurrencies directly, instead gaining exposure through equity-linked instruments tied to the industry.
Price action in bitcoin has mirrored this institutional backdrop. BTC briefly touched $79,399 overnight — its highest level since January 31 — before pulling back to $77,705. The $80,000 level remains a key technical zone, where many buyers from earlier in the year are now approaching breakeven, potentially creating selling pressure.
Market participants are now focused on whether sustained institutional inflows can absorb supply at these levels or whether repeated rejections near $79,000 will define a consolidation range rather than trigger a breakout.
Attention also turns to a major week for equities, with megacap earnings from Alphabet, Microsoft, Amazon, Meta, and Apple accounting for a significant share of the S&P 500’s market capitalization. These results are expected to play a key role in shaping overall risk sentiment, which has recently supported both equities and crypto markets.
Stronger-than-expected earnings could extend the recent streak of crypto inflows and provide the catalyst needed for bitcoin to break above $80,000. Conversely, disappointing results may weaken risk appetite and put downward pressure on prices across digital assets.
