According to a report from CoinShares on 06/23/2025, digital asset investment products recorded inflows of $1.24 billion last week, marking 10 consecutive weeks of capital attraction, despite increasing geopolitical tensions. Bitcoin led with $1.1 billion, while Ethereum recorded the longest streak of 9 consecutive weeks since 2021.
Investment trends in Bitcoin and Ethereum
#CoinShares reports that digital asset investment products attracted $1.24 billion last week, raising the total capital inflow for 2025 to $15.1 billion, an unprecedented level. Bitcoin accounted for 88.7% of the inflow with $1.1 billion, despite a slight price adjustment, indicating that institutional investors are 'buying the dip.' Short-Bitcoin products only recorded a net outflow of $1.4 million, reflecting limited bearish sentiment.
Ethereum attracted $124 million, marking 9 consecutive weeks with a total of $2.2 billion, the longest streak since 2021. Inflows into altcoins like Solana ($2.78 million) and $XRP ($2.69 million) indicate that investors are still diversifying their portfolios. However, activity decreased over the weekend due to the Juneteenth holiday in the US and news of the Iran conflict, with the US conducting airstrikes on Iranian nuclear facilities, escalating tensions, according to the South China Morning Post.
James Butterfill, head of research at CoinShares, stated: 'There may be some outflows due to panic, but weak prices will drive further positioning.' Inflows are concentrated in the US ($1.25 billion), while Hong Kong and Switzerland recorded net outflows of $32.6 million and $7.7 million, respectively.
Market context and institutional confidence
The crypto market maintains its appeal with a market cap of $2.2 trillion, of which Bitcoin accounts for $1.97 trillion (CoinMarketCap). Institutional inflows are rising sharply, in contrast to previous cycles where geopolitical issues caused capital outflows. Friendly policies in the US, such as the GENIUS Act and Trump’s $BTC strategic reserve, reinforce confidence.
However, global tensions, such as the US-Iran conflict and criticism from China, may cause short-term volatility. Bitcoin recovered on Sunday night (06/22/2025) after airstrike news, demonstrating resilience. Ethereum benefits from expectations of the Pectra upgrade and ETF funds, while Solana and XRP maintain appeal due to their DeFi and payment ecosystems.
Companies like MicroStrategy (582,000 BTC) and Metaplanet (11,111 BTC) continue to accumulate Bitcoin, while Revolut and Walmart are considering issuing stablecoins (market cap $251 billion, DefiLlama), reflecting increasing acceptance of digital assets.
Impact on the crypto market
Increasing institutional confidence: A 10-week streak shows that digital assets are viewed as a long-term portfolio component, not just speculation.
Boosting DeFi and altcoins: Inflows into Solana and XRP strengthen the DeFi ecosystem, competing with $ETH ($46 billion TVL).
Geopolitical risk: US-Iran tensions may cause temporary capital outflows, but the dip-buying trend will support Bitcoin prices.
Legal risks, such as the difficulty of passing the CLARITY Act in 2025, and price volatility remain challenges.
Suggestions for investors
Focusing on Bitcoin and Ethereum is a safe choice due to strong institutional inflows.
Selective altcoin investment: Solana and XRP have growth potential in DeFi and payments.
Geopolitical caution: Monitor the US-Iran conflict and market reactions to adjust strategies.
Legal risk management: Monitor the GENIUS Act and SEC actions to assess impact.
Risk warning: Crypto investment carries high risks due to strong price volatility.