Crypto Funds See $933 Million Influx as 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 bitcoin rally. 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 short of 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, which invest in publicly traded companies generating revenue from crypto infrastructure, have seen significant inflows of $617 million over the past three weeks. This surge in demand for indirect exposure to cryptocurrency through equity wrappers suggests that allocators who cannot or will not hold bitcoin directly are turning to these products. Bitcoin reached a high of $79,399 before retreating to $77,705, a level that matters as buyers from January and February approach breakeven on positions held through the war-driven correction. 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 whether the broader risk-on sentiment 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 a decline in prices.