Market Overview
Bitcoin changes hands at $77,426 entering Tuesday's session, holding a 13.7% monthly gain despite a flat weekly tape. The majors show divergent 7-day trajectories: Solana leads with +9.2% ↑, XRP sits at +1.7% ↑, and Ethereum lags at -3.7% ↓. The flow picture arrives thin — Monday's issuer tally remains partial, with only Fidelity's FBTC reporting, so the settled read is incomplete rather than conclusive.
ETF Flows
Spot bitcoin ETFs registered +$6.7M ↑ in Monday's partial settled session, according to InflowScan data. Coverage caveats apply: zero of twelve bitcoin funds, zero of nine ether funds, zero of eleven Solana funds, and zero of nine XRP funds had posted finalized numbers at the time of this brief. The $6.7M figure reflects early FBTC reporting only — the complete picture for Monday will settle through Tuesday morning.
- FBTC (Fidelity): +$6.7M ↑
With IBIT, ARKB, BITB and the remaining nine bitcoin products yet to report, drawing directional conclusions from a single-issuer print would overweight one data point. The relevant context: last week's flow cadence showed bitcoin products absorbing bids on BTC's push above $76,000, and the FBTC print is directionally consistent with that pattern rather than a reversal signal. Ether, Solana, and XRP ETF flows for Monday remain fully pending.
Asset Price Analysis
Bitcoin trades at $77,426, up 0.7% on the day and down 0.6% on the week. The 30-day gain of 13.7% keeps BTC in a constructive medium-term posture even as the weekly tape consolidates. Nearby reference levels sit at $78,000 on the upside and the $76,000 handle on the downside, which has acted as support through recent sessions.
Ethereum changes hands at $2,282.60, up 1.3% over 24 hours but down 3.7% on the week — the weakest 7-day performance among the majors tracked. The underperformance relative to BTC and SOL points to continued rotation away from ETH exposure, a pattern that has persisted through the past two weeks of ETF flow data.
Solana prints $93.06, up 1.2% intraday and 9.2% on the week. SOL has outpaced the group over both 7-day and 30-day windows (+15.6% monthly), and the move has come without a corresponding spike in BTC. That decoupling is consistent with asset-specific demand rather than a broad risk-on sweep.
XRP sits at $1.28, up 2.6% on the day and 1.7% weekly. The 30-day gain of 8.4% keeps the asset in the middle of the pack.
Stablecoin Flows
Aggregate stablecoin supply contracted modestly in the past 24 hours, according to InflowScan data. USDT supply fell by -$375M ↓ to $178.8B, and USDC declined -$305M ↓ to $71.3B. The combined ~$680M net reduction is small relative to the $250B total pool but marks the second consecutive session of dry-powder depletion, consistent with capital being deployed into spot rather than parked.
Outlook
The first full read on Monday's ETF flows should arrive during Tuesday's premarket window as IBIT, ARKB, BITB and the remaining issuers finalize. Watch whether the FBTC-led inflow pattern extends across the complement — a broad-based positive print would be consistent with the 13.7% monthly BTC bid; an isolated FBTC-only session would suggest issuer-specific rather than category-wide demand.
On price, the $78,000 level is the near-term reference for BTC on the upside, with $76,000 the downside pivot. ETH's weekly underperformance leaves $2,250 as the handle to defend; a loss there would extend the BTC-ETH ratio divergence. SOL's 9.2% weekly outperformance warrants watching for signs of exhaustion, though no proximate catalyst flags a reversal.