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

The flow of institutional investments into crypto is outpacing that of retail investors in this cycle, with data increasingly supporting the recent bitcoin rally. 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 for crypto funds now stand at $155 billion, the highest since February 1, albeit still below the $263 billion peak reached in October 2025. Bitcoin alone attracted $933 million, bringing the year-to-date inflows to $4 billion. Ether also saw significant investment, with $192 million in inflows, marking the third consecutive week above $190 million. Meanwhile, blockchain equity ETFs, which invest in publicly traded companies deriving revenue from crypto infrastructure, are gaining traction. These funds have seen inflows of $617 million over the past three weeks, including a record weekly figure, indicating an 'explosion in demand' for indirect exposure to crypto technology, as described by CoinShares analyst James Butterfill. This trend suggests that investors who are unable or unwilling to hold bitcoin directly are instead investing in equity wrappers around the sector. Bitcoin briefly reached $79,399, its highest level since January 31, before dropping back to $77,705. The $80,000 level is crucial, as it is where buyers from January and February are approaching breakeven on their positions after 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 represent 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 needed for bitcoin to clear $80,000, while disappointing results could lead to a decline in prices.