Crypto Funds See Influx of $933 Million as Bitcoin ETFs Reach Highest AUM Since February

The flow of institutional investments into cryptocurrency is outpacing that of retail investors in the current cycle, with data supporting the recent rally in bitcoin prices. According to data released by CoinShares on Monday, digital asset investment products experienced inflows of $1.2 billion in the previous week, marking the fourth consecutive week of gains. The total assets under management in crypto funds rose to $155 billion, the highest since February 1, albeit still significantly below the peak of $263 billion reached in October 2025. Bitcoin alone attracted $933 million in investments, bringing the year-to-date total to $4 billion. Meanwhile, Ether saw inflows of $192 million, exceeding $190 million for the third consecutive week. Blockchain equity ETFs, which invest in publicly traded companies generating revenue from crypto infrastructure, such as miners, exchanges, and chip manufacturers serving the crypto industry, are gaining traction outside of crypto-related funds. Over the past three weeks, these products have seen inflows totaling $617 million, including a record weekly figure, which CoinShares analyst James Butterfill described as a surge in demand for indirect exposure to the asset class through technology. This trend suggests that investors who are unable or unwilling to hold bitcoin directly are shifting their investments to equity wrappers in the sector. Bitcoin reached a high of $79,399 overnight before retreating to $77,705. The $80,000 mark is significant, as it is the point at which buyers from January and February will break even on their positions held through the war-driven correction. The upcoming week will be a test of whether institutional investments can absorb the selling pressure or if a third rejection from the $79,000 level will define a range rather than precede a breakout. The earnings reports from major tech companies, including Alphabet, Microsoft, Amazon, and Meta, scheduled for Wednesday and Thursday, and Apple on Thursday, which account for roughly a quarter of the S&P 500's market capitalization, will determine whether the broader risk-on sentiment driving bitcoin and equities continues. Strong earnings reports could extend the four-week run of crypto inflows, potentially providing the catalyst for bitcoin to surpass $80,000. Conversely, disappointing results could lead to a decline in prices.