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

Institutional investments are pouring into the crypto market at a faster rate than retail investments, with recent data supporting the rally that bitcoin has been experiencing. Last week, digital asset investment products saw inflows of $1.2 billion, marking the fourth consecutive week of gains, according to data released by CoinShares on Monday. The total assets under management in crypto funds have risen to $155 billion, the highest since February 1, albeit still below the $263 billion peak in October 2025. Bitcoin alone attracted $933 million, bringing the year-to-date inflows to $4 billion, while Ether saw $192 million in inflows, the third consecutive week above $190 million. Meanwhile, blockchain equity ETFs are gaining traction, with inflows totaling $617 million over the past three weeks, including a record weekly figure. This surge in demand for indirect exposure to the asset class through publicly traded companies involved in crypto infrastructure is notable. The pattern indicates that investors who cannot or will not hold bitcoin directly are turning to equity wrappers around the sector. Bitcoin reached $79,399 overnight, its highest level since January 31, before reversing to $77,705. The $80,000 level is significant as it is where buyers from January and February are approaching breakeven on positions held through the war-driven correction. The upcoming week will be a test of whether institutional flows can absorb the selling pressure or if a third rejection from $79,000 will define a range rather than precede a breakout. The earnings reports from major tech companies, including Alphabet, Microsoft, Amazon, Meta, and Apple, which account for roughly a quarter of the S&P 500's market capitalization, will be crucial in determining whether the broader risk-on bid that has been lifting bitcoin alongside equities continues. Strong earnings could extend the four-week run of crypto inflows and provide the catalyst for bitcoin to clear $80,000, while disappointing results could lead to dwindling prices.