ETF Flows Recap
Spot crypto ETFs logged -$214.6M ↓ in net outflows in Monday's settled session, according to InflowScan data — the freshest issuer tape available, with Tuesday's flows still settling overnight. The redemption snaps what had been a slow-bleed positive run: the 7-day cumulative remains a modest +$24.7M ↑, and the 30-day cumulative still shows +$1.90B ↑ in net creations. The pattern points to a single-session reset rather than a structural shift in demand.
Concentration was the story. Bitcoin products did the heavy lifting on the downside, while small inflows into Solana and XRP funds offered a thin counterweight.
Top inflows were comparatively muted, with Fidelity's FSOL taking +$3.0M ↑, Canary's XRPC drawing +$1.5M ↑, and Franklin's XRPZ adding +$0.8M ↑. The split — heavy BTC redemptions against thin altcoin creations — is consistent with rotation rather than wholesale de-risking, though the absolute dollar gap leaves the day firmly in outflow territory.
Asset Prices
Bitcoin trades at $76,715, down 0.3% on the day and 4.7% on the week, though still 3.9% higher over 30 days. The Monday flow exit and the weekly drawdown line up cleanly. Ether is the relative laggard at $2,110.88, off 0.8% in 24 hours and 7.2% on the week, with the 30-day print also red at -6.8%.
Solana sits at $84.37, the worst weekly performer in the majors at -10.5%, though its 30-day return is fractionally positive. XRP holds $1.37, down 1.3% intraday and 4.5% on the week. The cross-asset picture suggests pressure has broadened beyond bitcoin into the high-beta names, with ETH and SOL underperforming on both the 7-day and 30-day windows.
Key levels into the Tuesday open: BTC's $76,000 handle is the near-term reference, with the round $80,000 figure capping above. ETH continues to trade in proximity to the $2,100 line — a level that has acted as support across the past week. SOL's break below $90 has left $80 as the next visible reference on the downside.
Stablecoin Pulse
Stablecoin supply expanded modestly in the past 24 hours, according to InflowScan data. USDT added roughly +$40.2M ↑ to reach $189.7B, and USDC grew +$31.7M ↑ to $77.0B. The combined ~$72M of fresh issuance is a marginal print against the multi-trillion-dollar token aggregates and reads as steady-state rather than directional. Dry powder is neither building aggressively nor draining.
Outlook
The Tuesday open faces a tape carrying Monday's $214.6M outflow signal but with no fresh issuer data yet to confirm whether the redemption extended or reversed. Key data points to watch through the session:
- Whether BTC defends the $76,000 handle into the US cash open, or breaks toward the prior week's lows.
- ETH's behavior around $2,100 — a sustained break below would extend the 30-day drawdown.
- Tomorrow's settled ETF tape, which will reveal whether ARKB and FBTC redemptions were a one-day event or the start of a sequence.
- Stablecoin issuance pace — accelerating mints have historically been associated with renewed bid into ETF wrappers, though the link runs with a lag.
The 30-day cumulative still anchors at $1.9B positive, leaving the broader flow narrative intact. The near-term question is whether Monday's exit was an isolated reset or the leading edge of profit-taking after the prior month's accumulation.