Institutional investment in crypto is currently outpacing retail investment, with data indicating a steady rally in bitcoin. According to CoinShares, digital asset investment products saw inflows of $1.2 billion last week, marking the fourth consecutive week of growth. The total assets under management for crypto funds have reached $155 billion, the highest since February 1, but still below the $263 billion peak in October 2025. Bitcoin accounted for $933 million of the inflows, bringing the year-to-date total to $4 billion, while Ether attracted $192 million for the third consecutive week above $190 million.
Meanwhile, blockchain equity ETFs are gaining traction, with inflows of $617 million over the past three weeks, driven by demand for indirect exposure to crypto technology. The pattern suggests that investors who cannot or will not hold bitcoin directly are turning to equity wrappers in the sector. Bitcoin briefly reached $79,399 before retreating to $77,705, a level that matters as buyers from January and February approach breakeven on their positions. The upcoming week will test 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 the continuation of the risk-on bid that has been lifting bitcoin alongside equities. 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 a decline in prices.