U.S. spot Ether ETFs finally caught their breath this week, snapping a prolonged outflow streak with a sharp return of capital. On Monday alone, Ether-focused funds pulled in $84.6 million in net inflows, marking one of the strongest single-day reversals this month and signaling a pause in persistent selling pressure.
The rebound follows a heavy prior week that saw more than $700 million exit Ether products. That context matters. Rather than a full sentiment flip, the data suggests stabilization. With Monday’s inflows, cumulative net investments across spot Ether ETFs have now climbed back toward $12.5 billion, indicating that institutional positioning remains intact despite recent volatility.
At the same time, XRP ETFs continued to quietly outperform on consistency. XRP-linked products recorded $43.9 million in net inflows on Monday, their strongest daily intake since early December. More notably, XRP ETFs have not logged a single net outflow day since launch. That uninterrupted streak has pushed cumulative inflows beyond $1.1 billion.
While absolute volumes remain smaller than Ether’s, the behavior of XRP flows tells a different story. Rather than rapid rotations in and out, the pattern points to methodical accumulation. Early allocators appear to be building exposure gradually, treating XRP less like a tactical trade and more like a structural position.
Beyond Ether and XRP, capital flows across altcoin ETFs are increasingly diverging, highlighting a more selective phase within the crypto ETP landscape.
Solana ETFs continue to attract steady, if measured, inflows, lifting cumulative totals to roughly $750 million. Aside from a brief negative day in early December, Solana products have remained largely resilient, posting only three outflow sessions since launch. The consistency is there, even if momentum is more subdued than XRP’s.
Chainlink ETFs show a similar accumulation profile. December inflows have been incremental rather than explosive, with nearly $2 million added on Monday alone. Total net inflows now sit around $58 million. Flat-flow days dominate the tape, suggesting participation driven by conviction rather than speculation.
Dogecoin ETFs, however, tell a different story. After early enthusiasm faded, demand continues to cool. Cumulative net inflows remain stalled near $2 million, while trading activity has dropped sharply. On Monday, total value traded slipped to just $67,000, one of the weakest sessions this month.
Despite pockets of strength among select altcoin ETFs, the broader crypto ETP market remains under pressure. Globally, crypto exchange-traded products recorded close to $1 billion in net outflows last week, led primarily by Bitcoin and Ether funds.
According to CoinShares, the pullback was amplified by delays around the Digital Asset Market Clarity Act, extending regulatory uncertainty at a time when large holders were already reducing exposure. The result has been a market where capital is not leaving crypto entirely, but becoming far more selective about where it flows.
In that environment, consistency matters more than headlines. And right now, XRP’s steady accumulation and Ether’s stabilization stand out as early signals of how institutional capital may be positioning for the next phase of the cycle.
