Crypto Fund Inflows Rebound to $224M as XRP Leads
Crypto fund inflows rebounded to $224M net inflows in the latest CoinShares week, a sign of renewed risk appetite but uneven positioning across assets. Europe led inflows (Switzerland $157.5M, Germany $27.7M, Canada $11.2M), while the US added $27.5M.
At the asset level, crypto fund inflows were dominated by XRP with $119.6M (best since Dec 2025). XRP’s YTD inflow is about $159M, roughly 7% of AUM in these products. Bitcoin followed with $107.3M inflows, though BTC flows remain negative month-to-date (-$145M), while short-Bitcoin products still attracted $16M—highlighting a split outlook.
Solana added $34.9M and is near 10% of AUM. Ethereum lagged with $52.8M outflows and the only major asset with negative YTD flows, with the broader regulatory chatter cited as a drag on ETH risk appetite.
For traders, the actionable near-term focus is SOL around the $80 pivot: if SOL holds $80, a rebound toward $120–150 is possible; a breakdown could extend downside toward the $50–60 accumulation zone.
Neutral
Total crypto fund inflows are positive ($224M), which can support broader sentiment, but the composition is highly selective. XRP and Bitcoin attracted fresh inflows, yet BTC is still negative month-to-date and short-Bitcoin products received inflows—signaling hedging and uncertainty. Ethereum’s continued outflows (and negative YTD for ETH) point to persistent under-rotation away from ETH risk. For price action, this setup often leads to rotation rather than a uniform bull trend. Traders should expect short-term volatility and asset-specific trades: watch SOL around $80 for technical confirmation, while treating ETH weakness as a near-term drag on any market-wide risk-on move.