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

The flow of institutional investments into crypto is outpacing that of retail investors in the current cycle, 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 gains, according to data released by CoinShares on Monday. The total assets under management across crypto funds have increased to $155 billion, the highest since February 1, but still below the $263 billion peak from October 2025. Bitcoin alone attracted $933 million, bringing the year-to-date inflows to $4 billion, while Ether saw $192 million in inflows, exceeding $190 million for the third consecutive week. Meanwhile, blockchain equity ETFs, which invest in publicly traded companies generating revenue from crypto infrastructure, such as miners, exchanges, and chip manufacturers, are gaining traction. Over the past three weeks, these products have seen inflows of $617 million, including a record weekly figure, indicating a surge in demand for indirect exposure to the asset class, as described by CoinShares analyst James Butterfill. This pattern suggests that investors who cannot or will not hold bitcoin directly are shifting their investments to equity wrappers around the sector. Bitcoin reached $79,399 overnight, its highest level since January 31, before reverting to $77,705. The $80,000 level is crucial, 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 megacap 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 will continue. 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.