Key TakeawaysDigital asset funds recorded record inflows of $5.95 billion, the largest weekly total ever, amid weak U.S. jobs data and political instability.Bitcoin led with $3.55 billion, followed by Ethereum with $1.48 billion, Solana with $706.5 million, and XRP with $219.4 million.U.S. investors drove the rally, contributing $5 billion, while Switzerland ($563M) and Germany ($312M) also saw record inflows.Total assets under management (AuM) in crypto investment products hit an all-time high of $254 billion.Massive Capital Inflows Amid U.S. Policy UncertaintyAccording to CoinShares’ Digital Asset Fund Flows Weekly Report (Vol. 254), digital asset investment products attracted $5.95 billion in inflows last week, setting a new record for the crypto industry.The surge was driven by a delayed investor response to the Federal Reserve’s recent rate cut, compounded by weak U.S. employment data from the ADP Payroll report and mounting concerns over the U.S. government shutdown.Analysts said the combination of fiscal instability and dovish monetary expectations pushed investors toward Bitcoin and Ethereum, viewed as hard-money hedges and digital alternatives to traditional assets.Regional HighlightsUnited States: Led global inflows with $5.0 billion, marking a new weekly record.Switzerland: Recorded $563 million, also a record-breaking week.Germany: Logged $312 million, the second-largest weekly inflow on record.The report noted that sentiment was “broadly positive” but most concentrated in the U.S., where institutional activity accelerated following the latest macroeconomic data releases.Bitcoin and Ethereum Dominate InflowsBitcoin (BTC) remained the primary driver of investor activity, attracting $3.55 billion, its largest inflow on record, even as prices hovered near new all-time highs around $125,000.Interestingly, short Bitcoin products saw minimal inflows, suggesting strong long-term confidence among investors rather than speculative positioning.Ethereum (ETH) followed with $1.48 billion in weekly inflows, pushing year-to-date (YTD) inflows to $13.7 billion, nearly triple 2024’s total.Solana and XRP Record Strong Institutional DemandSolana (SOL) continued to attract institutional interest, logging $706.5 million in inflows — a new weekly record — with YTD inflows reaching $2.58 billion.XRP also saw renewed attention, securing $219.4 million in weekly inflows despite muted movement across other altcoins.The data indicates a clear concentration of institutional capital in the top-performing blockchain assets, aligning with broader risk-on sentiment across digital markets.Market OutlookThe report underscores a growing institutional pivot back into digital assets as investors hedge against U.S. fiscal risks and declining macroeconomic confidence.With Bitcoin and Ethereum leading inflows, and Solana emerging as a strong third, analysts expect continued capital rotation within the top layer-1 ecosystems.As total crypto fund AuM reaches $254 billion, CoinShares noted that investor positioning remains heavily skewed toward large-cap, yield-generating networks, suggesting confidence in sustained upside momentum heading into Q4 2025.
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