Market Overview
Crypto markets enter the new trading week on stable footing, with Bitcoin holding at $78,661 and seven-day ETF inflows totaling $1.74 billion across all products. Friday's settled session showed continued — if modest — net buying across the limited set of issuers that have reported, with BlackRock products on both sides of the ledger. The broader trend remains constructive: cumulative 30-day net inflows of $2.49 billion suggest sustained institutional appetite, though this week's price action has flattened after a strong mid-month rally.
ETF Flows
Friday's settled session recorded +$48.2M ↑ in net inflows, though reporting remains significantly incomplete. Only 4 of 10 Bitcoin funds, 4 of 9 Ethereum funds, 2 of 11 Solana funds, and 1 of 9 XRP funds have filed — meaning the final session total could shift materially as remaining issuers settle over the coming days.
Within the partial data, BlackRock's Ethereum fund ETHB dominated the session, absorbing more capital than the rest of the reporting universe combined. Meanwhile, BlackRock's ETHA posted the largest single-fund outflow — a divergence that may point to investors rotating between the issuer's two Ethereum vehicles rather than exiting ETH exposure outright.
Top Inflows (Friday, partial):
Top Outflows (Friday, partial):
Key absent reports include ARKB, GBTC, FETH, and the majority of Solana and XRP products. The seven-day cumulative figure of $1.74 billion in net inflows and the 30-day total of $2.49 billion provide a more complete picture of the prevailing trend, which remains firmly positive. Investors should treat Friday's partial figure as a floor, not a final tally.
Asset Price Analysis
Bitcoin enters Monday at $78,661, flat over the past 24 hours but up 3.6% over seven days and 5.1% over 30 days. The $80,000 round number continues to act as near-term resistance, with BTC failing to sustain a close above that level in recent sessions. A decisive move through $80,000 on volume could open a path toward the $82,000-$83,000 range, while $76,500 appears to offer support based on recent consolidation.
Ethereum trades at $2,370, up 2.4% on the week but essentially flat over 30 days at +0.8%. ETH continues to underperform BTC on a relative basis, with the ETH/BTC ratio compressing. Friday's ETHB inflows suggest some investors are adding ETH exposure at these levels, but the tepid monthly performance may cap near-term enthusiasm. The $2,400 level represents immediate overhead.
Solana sits at $86.95, posting a modest 1.9% weekly gain but carrying a steep -9.6% thirty-day drawdown — the weakest monthly performance among the four major assets tracked. The $90 psychological level has flipped from support to resistance after SOL broke below it earlier this month.
XRP trades at $1.43, barely positive on the week at +0.4% and down 7.3% over 30 days. Franklin's XRPZ logged a modest $3.9 million inflow Friday, but with only 1 of 9 XRP funds reporting, the flow picture for the asset remains largely opaque.
Stablecoin Flows
Both major stablecoins saw minor supply contractions over the past 24 hours. USDC supply dipped by roughly $34.3 million to $77.8 billion, while USDT edged down $25.5 million to $189.7 billion. The combined reduction of approximately $60 million is marginal relative to the $267.5 billion aggregate supply and does not appear to signal meaningful capital flight. However, the absence of stablecoin expansion alongside positive ETF flows suggests that fresh fiat-to-crypto conversion may be slowing at the margin — a dynamic worth monitoring if it persists through the week.
Outlook
Monday's session brings two key dynamics into focus. First, additional issuer flow reports from Friday's session — particularly ARKB, GBTC, and the broader Solana and XRP fund complexes — could meaningfully revise the net flow figure in either direction. Second, Bitcoin's proximity to the $80,000 level sets up a clear binary for the week: a breakout and hold above that threshold would extend the constructive flow-and-price alignment seen over the past 30 days, while rejection could invite profit-taking that tests the $76,500 support zone.
Levels to watch: BTC $80,000 resistance, $76,500 support. ETH $2,400 overhead. SOL $90 as a recovery threshold. Stablecoin supply trends through the week may offer an early signal on whether the $2.49 billion in 30-day ETF inflows has further room to run or is approaching a pause.