After several weeks of sluggishness, the crypto asset investment market has reignited its flame. According to the latest data released by CoinShares, last week global digital asset investment products welcomed a net inflow of $3.4 billion, marking the third highest single-week inflow recorded, demonstrating a strong recovery in investor sentiment.
Bitcoin is undoubtedly the absolute protagonist of this recovery wave, while the long-silent Ethereum has also successfully reversed eight consecutive weeks of capital outflows, with the market atmosphere undergoing subtle yet profound changes.
Bitcoin reigns again, with safe-haven demand driving $3.18 billion inflow
Bitcoin is once again at the forefront of capital.
Last week, investment products related to Bitcoin attracted up to $3.18 billion in capital inflows, dominating the total inflow of digital assets. This not only completely offset the outflow pressure accumulated since early April but also pushed the cumulative inflow of Bitcoin investment products in 2024 to a new high of $3.7 billion.
This influx of capital is closely tied to the current macroeconomic environment.
As global trade tariff disputes escalate and the dollar weakens, investors are generally seeking safe-haven assets to avoid traditional market volatility. Bitcoin, hailed as 'digital gold,' naturally becomes a new home for capital.
At the same time, Bitcoin's price is also rising. Last week, Bitcoin regained the $90,000 mark and continued to move toward $95,000, refreshing its high since March.
The U.S. spot Bitcoin ETF has performed particularly well, attracting over $3 billion in inflows in a single week, setting a new record for the past five months, and becoming the second highest weekly inflow record in history.
In this wave of market activity, if you want to accurately capture changes in capital flows and on-chain whale dynamics, it is advisable to use Mlion.ai's data analysis dashboard and on-chain capital monitoring features to grasp the context of large fund inflows and outflows in real time, allowing you to anticipate potential price fluctuations.
Ethereum breaks the outflow curse, confidence begins to recover
Although Bitcoin is gaining momentum, Ethereum's performance is also worth attention.
After eight consecutive weeks of capital outflows, Ethereum-related investment products finally recorded a net inflow of $183 million, marking a clear recovery of market confidence.
Notably, the recovery of the U.S. spot Ethereum ETF has played a key role, attracting $157.1 million in a single week, achieving a positive weekly net inflow for the first time since February. This change not only proves investors' renewed recognition of Ethereum's underlying value but also brings much-anticipated positive expectations for the entire Ethereum ecosystem.
At this subtle turning point, mastering on-chain indicators of Ethereum, DeFi locking trends, NFT trading activity, and other first-hand data will greatly enhance the accuracy of investment decisions.
You can use Mlion.ai's on-chain data tracking and ecosystem activity analysis modules to comprehensively understand the latest dynamics of the Ethereum ecosystem, thereby grasping the timing of layouts more scientifically.
Altcoin divergence: XRP and Sui lead the charge, while Solana faces neglect
Aside from Bitcoin and Ethereum, some altcoins are also showing impressive performance:
XRP: Recorded $31.6 million in inflows, mainly benefiting from an improved regulatory environment and increased institutional interest;
Sui (SUI): Attracted $20.7 million, showing that emerging blockchain projects are gradually gaining market recognition.
However, not all altcoins can share in this wave of capital feasting.
Solana became the only mainstream asset to record net outflows last week, with an outflow amounting to $5.7 million, indicating concerns among some investors about its sustainable growth potential.
In the current intensified altcoin rotation, how to quickly filter out assets with genuine growth potential has become key to whether investors can successfully break through.
Mlion.ai's coin scoring system and on-chain activity comparison features can help users select strong currencies based on objective data, avoiding blind following and pitfalls.
Global capital flows and institutional landscape reshaping
Last week's capital flows were not limited to the U.S. market. Although U.S. investors dominated about $3.3 billion in inflows, Germany and Switzerland also contributed $51.5 million and $41.4 million, respectively, while Australia, Sweden, Hong Kong, and other regions recorded slight positive inflows, indicating a rising global investment interest.
In terms of issuing institutions, BlackRock's iShares Bitcoin ETF has performed the strongest, attracting about $1.5 billion in funds; ARK and Fidelity follow closely, attracting $621 million and $574 million, respectively.
However, some established issuers, including Grayscale, ProShares, and CoinShares, have experienced monthly net outflows, reflecting that investors are gradually shifting towards new, low-fee, and high-transparency products.
If you want to more accurately monitor the flow of funds in ETF products and changes in institutional trends, Mlion.ai's ETF fund tracker and institutional holding analysis functions can provide first-hand, visual dynamic data support, helping users grasp the movements of large funds and formulate more scientific layout strategies.
Summary: Capital is returning, the market is stabilizing, and opportunities are brewing.
Last week, digital asset investment products saw a significant recovery, injecting new confidence into the entire crypto market.
Bitcoin continues to firmly hold the title of 'digital gold,' Ethereum is gradually regaining investor favor, and some altcoins are also emerging under new narratives and institutional support.
Although individual assets like Solana still face short-term adjustments, overall, market sentiment has shifted from extreme caution to a phase of seeking structural opportunities.
In this new wave of capital return, those who can capture real capital flows and master core on-chain data first will be able to seize the next opportunity amid volatility.
Mlion.ai, as an AI-driven crypto research platform, through multidimensional data analysis and intelligent trend forecasting, is your most trusted assistant in this market activity.
Disclaimer
The above content is for informational sharing only and does not constitute any investment advice! The risks of investing in digital assets are extremely high; please make rational decisions based on your own risk tolerance.
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