ETF Flows
Friday's settled session delivered +$617.3M ↑ in net inflows across spot crypto ETFs, marking one of the stronger single-session totals in recent weeks. All 39 tracked funds across BTC, ETH, SOL, and XRP products reported, with inflows concentrated heavily in the three largest Bitcoin vehicles. Flow data for subsequent sessions remains unsettled and will be reported as it becomes available.
Top Inflows:
Top Outflows:
- ETHW (Bitwise): -$2.5M ↓
The concentration is striking — IBIT, FBTC, and ARKB together captured $549M, or roughly 89% of all net inflows, suggesting institutional allocators continue to favor the largest, most liquid Bitcoin products. Ethereum funds were largely flat to marginally negative, with ETHW's modest $2.5 million redemption the only meaningful outflow across all asset classes.
Cumulative flows paint a supportive picture: the seven-day total stands at $1.31 billion in net inflows, while the trailing 30-day figure sits at $884.2 million. The gap between the two suggests flow momentum has accelerated meaningfully over the past week relative to the broader monthly trend.
Asset Price Analysis
Bitcoin enters Tuesday's session at $75,894, effectively flat over the past 24 hours but carrying a 2.3% gain over the trailing seven days. The $76,000 level has acted as near-term resistance, with price failing to sustain a break above it in recent sessions. Support appears to have consolidated around $74,000, the floor that held through last week's pullback. The 30-day return of just 1.4% indicates a grinding, range-bound advance rather than any decisive breakout.
Ethereum at $2,315 continues to underperform relative to Bitcoin on every measured timeframe. ETH is down 0.3% over seven days and 1.5% over 30 days, a divergence that aligns with the muted ETF flow picture for Ethereum products. The $2,300 level has become a pivot — a sustained break below could point to further relative weakness against BTC.
Solana trades at $85.31, up 1.9% on the week but still down 11.3% over 30 days — the steepest monthly decline among the four tracked assets. SOL appears to be stabilizing after a sharp drawdown, though the bounce remains tentative.
XRP at $1.42 leads the weekly leaderboard with a 4.6% gain, though the 30-day return of -7.7% suggests this may be a relief rally within a broader corrective phase rather than a trend reversal.
Stablecoin Flows
USDT supply expanded by $796.5 million over the past 24 hours, pushing the total to $188.0 billion. USDC contracted modestly, shedding $116.3 million to $78.2 billion. The net expansion in aggregate stablecoin supply — roughly $680 million — may point to fresh capital entering the broader crypto ecosystem, though the rotation from USDC into USDT could also reflect venue-specific demand shifts rather than new deployments.
Outlook
The combination of $1.3 billion in seven-day ETF inflows and expanding stablecoin supply creates a supportive demand backdrop heading into Tuesday's session, though Bitcoin's inability to clear $76,000 resistance suggests the bid is being absorbed rather than driving a breakout. Key levels to monitor: a sustained move above $76,000 for BTC could open a path toward $78,000, while a loss of $74,000 support would undercut the current consolidation structure.
For Ethereum, the disconnect between flat-to-negative ETF flows and Bitcoin's consistent institutional demand may continue to weigh on the ETH/BTC ratio. Watch whether Ethereum products begin to attract fresh capital this week — a pickup in ETH ETF inflows would be a more constructive signal than price action alone.
Settled flow data from Monday's session is expected to publish later this week and will provide the first read on whether Friday's strong inflow pace carried into the new week.