Crypto investment products just saw $1.1B in net inflows, breaking a five-week streak of selling.
Key data:
• Bitcoin funds: $871M
• Spot $BTC ETFs: $833M
• Morgan Stanley $BTC ETF: $62M in week one
• US investors contributed: $1.06B
• Short-$BTC products: $20M (largest hedge since Nov 2024)
What triggered it:
Improved macro conditions softer inflation signals and easing geopolitical tension brought institutional capital back.
Signal:
Positioning is turning constructive, but hedges are still in place.
Verdict:
Capital is returning, not fully committed yet typically a setup for continued upside before peak conviction.
BTC
75,640.14
-2.11%