Global investment products based on digital assets have shown a powerful surge in activity: over the first three days of the trading week, capital inflows reached $1.65 billion. Of this amount, nearly $1 billion was directed into bitcoin funds, serving as a clear signal of renewed appetite from institutional players. The second most popular asset was Ethereum, attracting $478 million.
This is already the second consecutive week of positive momentum: last week, crypto funds accumulated $2.94 billion — the best weekly result since the start of the year. Such inertia points to a steady recovery of confidence in the market after a period of correction.
Macroeconomic backdrop and technical breakout
The key catalyst for demand is uncertainty surrounding the monetary policy of the U.S. Federal Reserve. Contradictory macroeconomic data is forcing investors to diversify risks by shifting capital into alternative asset classes. This explains why inflows coincided with a technical improvement in the bitcoin market situation.
On August 26, the first cryptocurrency closed the trading session near the $78,500 mark, and a day earlier it briefly rose above $81,000. A significant event was bitcoin's return above the 200-day moving average — for the first time in 270 trading days. This indicator, widely used by institutions to assess the long-term trend, confirms a shift in market sentiment.
Geography and structure of flows
American investors played a dominant role in the inflows: the U.S. accounted for approximately $1.5 billion of the total volume. Germany and Switzerland also showed notable activity. Total assets under management of crypto investment structures reached approximately $155 billion, and the net inflow since the start of the year turned positive for the first time, amounting to about $3.4 billion.
In addition to market leaders, investors actively built positions in altcoins: products based on XRP received $80.5 million, Solana — $62.9 million, and Hyperliquid — $39 million. This indicates that capital is being distributed not only into "blue chips" but also into promising projects with high volatility.
My comment: Bitcoin's return above the 200-day moving average is not just a technical signal, but a marker of a shift in the market phase. However, it is worth remembering that ETF inflows reflect only current demand, not a guarantee of further rally. Investors should consider that with ongoing macroeconomic uncertainty, volatility may intensify, and current optimism may be fragile.