CRYPTO INFLOWS SURGE AS U.S. POLICY SPARKS MARKET REVERSAL
CoinShares’ latest weekly report shows a dramatic shift in crypto investment trends. Early in the week, weak U.S. jobs data triggered a sharp $1B outflow. But sentiment flipped after the government approved a 401(k) cryptocurrency investment plan, fueling a $1.57B rebound and ending with a net inflow of $572M.
Ethereum ETPs stole the spotlight with $268M in inflows, driving YTD totals to a record $8.2B and AUM to an all-time high of $32.6B — an 82% growth projection for 2025. Bitcoin followed closely with $260M in inflows, while altcoins gained traction: Solana (+$21.8M), XRP (+$18.4M), and Near (+$10.1M) all saw fresh capital.
If policy momentum continues, institutional inflows could accelerate into Q4, setting the stage for a strong year-end rally.
