Crypto fund assets under management climbed to $155 billion, reaching their highest level since February 1, though still trailing the $263 billion peak recorded in October 2025. The recovery is being led by institutional investors, whose capital is returning more quickly than retail and helping sustain bitcoin’s quiet upward trend.
Digital asset investment products posted $1.2 billion in inflows last week, according to CoinShares, extending the current streak to four consecutive weeks. Bitcoin captured the majority of that demand, drawing in $933 million and lifting its year-to-date inflows to $4 billion. Ether also maintained momentum, bringing in $192 million for a third straight week of strong inflows.
At the same time, blockchain equity ETFs are gaining attention as an alternative route into the sector. These funds allocate capital to publicly listed companies involved in crypto infrastructure, such as mining firms, exchanges, and chip manufacturers. Over the past three weeks, they have attracted $617 million, including a record weekly inflow. CoinShares analyst James Butterfill pointed to the surge as a sign of rising interest in indirect exposure, particularly among investors unable or unwilling to hold spot bitcoin.
Bitcoin’s price action reflects the current tension in the market. The asset briefly reached $79,399 overnight—its highest level since January 31—before easing back to around $77,705. The $80,000 mark remains a critical level, as it aligns with the breakeven point for many investors who entered earlier this year and held through the recent geopolitical-driven pullback.
The week ahead will be key in determining whether institutional inflows can absorb potential selling pressure near these levels, or if repeated rejections around $79,000 lead to a more defined trading range.
Macro factors are also in focus. Earnings from major technology firms—Alphabet, Microsoft, Amazon, Meta, and Apple—represent a substantial portion of the S&P 500 and are likely to influence overall risk appetite. Strong results could reinforce the ongoing crypto inflow trend and give bitcoin the momentum needed to break above $80,000, while weaker earnings could weigh on sentiment and trigger a pullback.
