📊 Summary of the report from CoinShares on crypto cash flow over the past week:
🔴 Total Cash Flow: -1.07 billion USD outflow → ending a 6-week streak of inflows → the 3rd largest capital withdrawal week of 2026
⚠️ Key Developments:
• Market sentiment has shifted to risk-off due to geopolitical risks related to Iran
• Outflows primarily concentrated in #Bitcoin
• Total AuM decreased from 159 billion USD to 157 billion USD
• However, 11 assets recorded inflows over 1 million USD, indicating that progress on the CLARITY Act has somewhat supported market sentiment
• On Thursday alone, inflows recorded at 174 million USD
🔴 #Bitcoin: -982 million USD outflow → the asset with the strongest capital withdrawal → year-to-date cash flow still at +3.9 billion USD
🔴 #Ethereum: -249 million USD outflow → the largest capital withdrawal since 30/01
🟢
$XRP : +67.6 million USD → continuing to attract capital strongly and accelerating compared to recent weeks
🟢
$SOL : +55.1 million USD → maintaining positive cash flow
🟢
$TON : +7.7 million USD
🟢 $SUI: +4.7 million USD
🟢 $ONDO: +4.1 million USD
🟢 #Chainlink: +3.9 million USD
🟢 $DOGE: +3.2 million USD
✨ Conclusion: Institutional cash flow has sharply reversed to outflows due to risk-off sentiment related to Iran, with
#bitcoin and #Ethereum under the most pressure. However, the inflows into
#xrp ,
#Solana , and many altcoins indicate that investors are not completely leaving the crypto market but are selectively choosing assets outside of
#bitcoin and
#Etherum