Institutional interest in digital assets is showing remarkable resilience, with global crypto investment products recording a robust $1.9 billion in inflows last week—even as geopolitical tensions and macroeconomic uncertainty continue to weigh on traditional risk assets . This marks the ninth consecutive week of positive inflows, pushing the year-to-date total to a record $13.2 billion, according to the latest data from CoinShares.
US Leads the Charge, Europe Follows
The United States remains the dominant force in crypto fund inflows, accounting for the entire $1.9 billion last week. European markets also contributed, with Germany, Switzerland, and Canada seeing inflows of $39.2 million, $20.7 million, and $12.1 million, respectively. In contrast, Hong Kong and Brazil experienced outflows, highlighting regional differences in investor sentiment .
Bitcoin and Ethereum: Institutional Favorites
After two weeks of outflows, Bitcoin (BTC) rebounded strongly, attracting $1.3 billion in new investments. Ethereum (ETH) continued its impressive run, notching its eighth consecutive week of inflows and adding $583 million last week. Over this period, Ethereum’s total inflows have reached $2 billion, reflecting growing institutional confidence in the network’s ongoing technical upgrades and regulatory clarity around staking .
Other notable assets include XRP, which reversed a three-week outflow trend with $11.8 million in inflows, and Sui, which saw $3.5 million in new investments.
Market Context: Inflation, Rates, and Resilience
The surge in crypto inflows comes as US inflation data for May showed softer-than-expected increases, providing some relief to markets and supporting the case for potential interest rate cuts by the Federal Reserve . Despite ongoing concerns about tariffs and fiscal deficits, US Treasury yields remain stable, and the US dollar has weakened significantly this year—factors that historically support digital assets like Bitcoin.
Valentin Fournier, Lead Research Analyst at BRN, noted, “The market’s resilience despite geopolitical risk is encouraging, especially with retail and algorithmic momentum traders stepping back in.” However, he cautioned that the path to new all-time highs may remain volatile due to uncertainties around central bank policy and shifting institutional momentum .
Regulatory and Corporate Developments
In a notable move, Trump Media received approval from the US Securities and Exchange Commission (SEC) to invest its treasury holdings in Bitcoin. The company’s CEO, Devin Nunes, stated that this strategy aims to protect the firm from financial institution discrimination and to support new payment and utility options across its platforms.
Looking Ahead
With sustained inflows, ongoing technical progress—especially for Ethereum—and a shifting macroeconomic landscape, digital assets are increasingly seen as a resilient alternative for institutional investors. As regulatory clarity improves and major corporations embrace crypto, the sector’s momentum appears set to continue, even in the face of global uncertainty.
