Crypto Funds See $933 Million Influx as Bitcoin 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 increasingly supporting the recent rally in bitcoin. Last week, digital asset investment products drew in $1.2 billion in new investments, marking the fourth consecutive week of growth, according to data released by CoinShares on Monday. The total assets under management in crypto funds climbed to $155 billion, the highest since February 1, albeit still significantly lower than the $263 billion peak in October 2025. Bitcoin alone attracted $933 million in investments, bringing the year-to-date total to $4 billion. Ether also saw significant investment, with $192 million, marking the third consecutive week above $190 million. Meanwhile, blockchain equity ETFs, which invest in publicly traded companies involved in crypto infrastructure such as mining, exchanges, and chip manufacturing for crypto applications, are gaining attention. These funds have seen inflows of $617 million over the past three weeks, including a record weekly figure, which CoinShares analyst James Butterfill describes as an explosion in demand for indirect exposure to crypto technology. This pattern suggests that investors unable or unwilling to directly hold bitcoin are instead investing in equity-based products related to the sector. Bitcoin reached a high of $79,399 overnight, its highest point since January 31, before dropping back 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 investment flows can absorb the selling pressure at this level or if a third rejection from $79,000 will define a trading range rather than precede a breakout. The earnings reports from major tech companies including Alphabet, Microsoft, Amazon, Meta, and Apple, which together 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 streak of crypto inflows and provide the catalyst needed for bitcoin to surpass $80,000, while disappointing results could lead to a decline in prices.