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

The flow of institutional investment into cryptocurrency is outpacing that of retail investors, with data supporting the recent bitcoin rally. Last week, digital asset investment products saw inflows of $1.2 billion, marking the fourth consecutive week of growth, according to CoinShares data released on Monday. The total assets under management across crypto funds have risen to $155 billion, the highest since February 1, but still below the $263 billion peak in October 2025. Bitcoin alone attracted $933 million, bringing the year-to-date total to $4 billion, while Ether saw $192 million in inflows for the third consecutive week above $190 million. Meanwhile, blockchain equity ETFs, which invest in publicly traded companies generating revenue from crypto infrastructure, are gaining traction, with $617 million in inflows over the past three weeks, including a record weekly figure. This surge in demand for indirect exposure to the asset class suggests 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 dropping to $77,705. The $80,000 level is crucial, 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 defines a range rather than precedes 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 supporting bitcoin and 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.