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

The flow of institutional investment into cryptocurrency is outpacing that of retail investors in this cycle, with data now 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 have increased to $155 billion, the highest level since February 1, albeit still below the $263 billion peak from 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 for the third week in a row. Meanwhile, blockchain equity ETFs, which invest in publicly traded companies involved in crypto infrastructure, are gaining attention. These products have seen inflows of $617 million over the past three weeks, including a record weekly figure, indicating a surge in demand for indirect exposure to cryptocurrency technology. This pattern suggests that investors who are unable or unwilling to hold bitcoin directly are instead investing in equity wrappers around the sector. Bitcoin reached $79,399 overnight, its highest level since January 31, before dropping to $77,705. The $80,000 mark is significant as it is the point at which buyers from January and February will break even on their positions after the war-driven correction. The upcoming week will be a test of whether institutional flows can absorb the selling pressure at this level 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 about 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 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.