ETF Flows Recap

Crypto ETFs recorded +$33.4M ↑ in net inflows during Friday's settled session, the most recent issuer-published tape, according to InflowScan data. Monday's flow figures have not yet settled and will be reported in Tuesday's pre-market brief.

The headline number masks a sharp divergence between ether and bitcoin products. BlackRock's ETHA pulled in $144.3 million on Friday, the largest single-fund inflow across the complex, while ARK Invest's ARKB shed $164.3 million — a redemption that alone would have flipped the tape red without the offsetting ether bid. The pattern is consistent with rotation between issuers and asset classes rather than a broad risk-off exit.

  • Top inflows: ETHA (BlackRock) +$144.3M ↑, ETHW (Bitwise) +$29.1M ↑, ETHB (BlackRock) +$17.8M ↑
  • Top outflows: ARKB (ARK Invest) -$164.3M ↓, IBIT (BlackRock) -$19.2M ↓, BSOL (Bitwise) -$0.3M ↓

Ether products captured all three top inflow slots. Bitcoin funds landed two of the three largest outflows. The concentration of ARKB's redemption — nearly five times the size of the next-largest outflow — points to a specific-issuer event rather than sector-wide bitcoin selling. IBIT's more modest $19.2 million exit sits well within its typical daily range.

Asset Prices

Bitcoin trades at $77,776, up 1.2% over 24 hours and holding a 13.7% gain across the past 30 days. The seven-day tape is flat at -0.6%, suggesting the recent leg higher has stalled just below the $78,000 handle. Ether sits at $2,509, up 1.3% on the day but down 3.7% on the week — the softer weekly print sits awkwardly against Friday's heavy ETHA inflow, a divergence worth tracking through Monday's session.

Solana leads the majors, up 2.1% to $101.37 and 15.6% over 30 days, reclaiming the $100 handle. XRP added 4.3% to $1.40, extending a monthly gain of 8.4%. Resistance for bitcoin sits at $78,000 with support at the $77,000 level reclaimed overnight.

Stablecoin Flows

Aggregate stablecoin supply drifted lower, with USDT contracting by $138.0 million and USDC by $79.6 million over the past 24 hours, according to InflowScan data. Circulating supply stands at $183.3 billion for USDT and $74.3 billion for USDC. The mild contraction is consistent with weekend redemptions rather than a meaningful shift in sidelined capital.

Outlook

Monday's session opens with bitcoin holding the $77,000 handle and ether trying to defend $2,500. The key watch item is whether ETHA's Friday inflow marks the start of a sustained ether rotation or a one-session outlier — Monday's settled flow tape, published Tuesday morning, will clarify. On the bitcoin side, the ARKB redemption may prove idiosyncratic; IBIT flow direction Monday will be the cleaner signal on institutional posture.

Levels to watch: BTC resistance at $78,000, support at $77,000; ETH resistance at $2,550, support at $2,480. Funding rate posture across major venues heading into the US open will indicate whether the overnight bid reflects fresh positioning or short-covering.