The crypto fund recorded inflows for the second consecutive week, attracting 716 million USD, while investor sentiment in the crypto market remains stable and has improved.
This new capital injection has increased assets under management (AuM) to 180 billion USD, representing a recovery of 7.9% from the low point in November. However, it is still significantly below the all-time high for the sector of 264 billion USD.
Crypto investment inflows reached 716 million USD as sentiment towards Crypto improved.
According to weekly flow data, crypto investments have become more broadly spread across major regions, reflecting a new global participation. The United States leads with 483 million USD, followed by Germany with 96.9 million USD and Canada with 80.7 million USD.
This underscores the synchronized return of institutional interest in North America and Europe.
Bitcoin has re-emerged as the main beneficiary, attracting 352 million USD this week, bringing Bitcoin's YTD inflow to 27.1 billion USD, although still trailing behind the 41.6 billion USD recorded in 2024, but indicating new momentum after several months of hesitation.
At the same time, Short-Bitcoin products saw outflows of 18.7 million USD, marking the largest withdrawal since March 2025.
History shows that similar outflows often coincide with market lows, indicating that traders are increasingly abandoning bearish bets as downward pressure diminishes.
However, daily data shows slight outflows on Thursday and Friday, which analysts believe were caused by the release of new macroeconomic data from the United States that still indicates inflationary pressures.
Daily data indicates slight outflows on Thursday and Friday, which we believe is a response to macroeconomic data from the United States indicating ongoing inflationary pressures, written by James Butterfill from CoinShares.
The pause indicates that while sentiment is starting to improve, it is still sensitive to interest rate forecasts and signals from the U.S. Federal Reserve.
XRP and Chainlink show strong demand.
Exceeding Bitcoin, XRP continues to have a strong trajectory over several months, recording inflows of 245 million USD this week, bringing XRP's YTD inflow to 3.1 billion USD, significantly surpassing the total of 608 million USD in 2024.
Ongoing demand reflects sustained optimism regarding the institutional use of XRP and regulatory positioning in key jurisdictions.
Chainlink represents one of the most outstanding performances of the week with inflows of 52.8 million USD, marking the largest weekly inflow ever recorded.
This amount currently represents over 54% of Chainlink’s total ETP AuM, highlighting how quickly capital is flowing into crypto assets focused on oracle and infrastructure.
Sentiment shifted sharply after the surge in November.
The recent inflow trend follows a stronger period in late November. For the week ending November 29, crypto funds recorded massive inflows of up to 1.07 billion USD, driven by increasing expectations regarding interest rate cuts in 2026.
Together, the rise in late November and the current tracking of 716 million USD indicate a gradual and steady change in institutional sentiment, although concerns about inflation rates remain.
Even though total AuM remains below peak levels, the consistent return of capital into Bitcoin, XRP, and Chainlink reflects increased confidence that the heavy risk phase may have ended.
