Crypto funds have experienced a notable resurgence, logging a second consecutive week of inflows that amounted to $716 million. This uptrend is indicative of improving investor sentiment across the cryptocurrency markets. The fresh capital influx has brought the total assets under management (AuM) to $180 billion, reflecting a 7.9% rebound from November’s lows, although it remains well below the sector’s all-time peak of $264 billion.
Recent weekly flow data reveals that the inflows were widespread across major global regions, underscoring a renewed international interest in cryptocurrency investments. The United States led the inflow tally with $483 million, followed closely by Germany with $96.9 million and Canada with $80.7 million. This coordinated response highlights a collective rekindling of institutional enthusiasm in both North America and Europe.
Bitcoin, as anticipated, emerged as the primary beneficiary of this influx, attracting $352 million in weekly inflows. This brings Bitcoin’s year-to-date inflows to $27.1 billion, which, although trailing behind 2024’s impressive $41.6 billion total, suggests a positive shift in momentum following several months of uncertainty. Meanwhile, short-Bitcoin products experienced outflows totaling $18.7 million, marking the largest withdrawal since March 2025. Historically, such outflows have coincided with price bottoms, indicating that traders may be moving away from bearish positions as downward pressure weakens.
However, the daily flow data for Thursday and Friday indicated minor outflows, which analysts attribute to the release of new U.S. macroeconomic data exhibiting persistent inflationary pressures. CoinShares’ James Butterfill noted, “Daily data highlighted minor outflows on Thursday and Friday in what we believe was a response to macroeconomic data in the US alluding to ongoing inflationary pressures.” This brief setback suggests that while overall sentiment is on an upward trajectory, it remains sensitive to interest rate expectations and signals from the Federal Reserve.
Beyond Bitcoin, XRP has shown impressive growth, recording $245 million in weekly inflows. This upswing has driven XRP’s year-to-date inflows to $3.1 billion, significantly outpacing the $608 million total for all of 2024. The sustained interest in XRP reflects ongoing optimism regarding its institutional applications and regulatory standing in key markets.
Chainlink also delivered remarkable performance during the week, with $52.8 million in inflows—the highest it has ever recorded in a single week. This figure now represents over 54% of Chainlink’s total exchange-traded product (ETP) AuM, underscoring the rapid influx of capital into oracle and infrastructure-focused crypto assets.
This latest streak of inflows follows a particularly strong week ending November 29, during which crypto funds saw an impressive $1.07 billion in inflows, primarily fueled by rising expectations of potential interest rate cuts in 2026. The combination of the late-November surge and the subsequent $716 million inflow indicates a gradual yet consistent shift in institutional sentiment, even amidst persistent concerns surrounding inflation.
While the total AuM remains significantly below historical highs, the steady influx of capital into Bitcoin, XRP, and Chainlink suggests a burgeoning confidence that the most challenging phase of the recent risk-off cycle may be receding.
