Ethereum leads the resilience of digital assets: record inflows and market signals

The digital asset market experienced a particularly significant week, marking the first outflow after fifteen consecutive weeks of inflows. According to the latest report from CoinShares, the leading European investment company specializing in digital assets, the weekly balance stood at -223 million dollars.

This data comes after an extremely positive start to the week, with inflows amounting to 883 million dollars, followed by a correction in the second part of the week, probably triggered by the more restrictive tone that emerged from the FOMC meeting and by U.S. macroeconomic data exceeding expectations.

Ethereum: fifteenth consecutive week of inflows

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Among the undisputed protagonists of the week stands out Ethereum, which recorded its fifteenth consecutive week of net inflows totaling 133 million dollars. This result represents a clear signal of confidence from investors, who continue to see Ethereum as a fundamental asset in digital portfolios. Despite a slight slowdown towards the end of the week, Ethereum confirms itself as one of the most resilient and attractive assets in the crypto landscape.

“ XRP, Solana, and SEI: significant inflows

In addition to Ethereum, XRP, Solana, and SEI also stood out for solid inflows. XRP attracted 31.2 million dollars, Solana 8.8 million, and SEI 5.8 million. These numbers testify to the growing diversification of investments in the digital asset sector, with interest extending well beyond the most well-known names.

Aave and Sui, although to a lesser extent, also recorded positive inflows of 1.2 million and 0.8 million dollars, respectively. These data confirm how the market is rewarding not only the big names but also emerging and innovative projects.

Bitcoin: outflows, but underlying confidence

The undisputed protagonist of recent years, Bitcoin, has instead recorded outflows of 404 million dollars in the last week. This movement reflects Bitcoin’s high sensitivity to changes in monetary policy, particularly to the Federal Reserve’s decisions. Despite this, the inflows since the beginning of the year remain exceptionally strong, exceeding 20 billion dollars. This data confirms the sentiment of great confidence that investors continue to place in Bitcoin as a strategic asset within portfolios.

The temporary return to risk aversion, culminating in outflows of over 1 billion dollars on Friday, can be interpreted as a natural phase of profit-taking by investors. In the last 30 days, in fact, there have been net inflows of 12.2 billion dollars, equal to 50% of the total inflows for the year. This momentary step back does not seem to undermine the underlying strength of the market, but rather represents a physiological pause after a period of sustained growth.

Analysis of flows by provider and asset

The analysis of the weekly flows for providers shows how iShares ETF/USA led the inflows with 749 million dollars, while Grayscale Investments LLC and ARK 21Shares/USA recorded outflows of 243 million and 442 million dollars, respectively. Fidelity Wise Origin Bitcoin Fund marked outflows of 354 million, while Bitwise Funds Trust stopped at 106 million.

Regarding individual assets, in addition to the aforementioned bitcoin and Ethereum, the following data are noted:

Solana: weekly inflows of 8.8 million dollars

XRP: inflows of 31.3 million

Cardano: inflows of 1.3 million

Short Bitcoin: inflows of 1.9 million

Litecoin: marginal outflows of 0.2 million

On: outflows of 0.8 million

The total of digital assets under management stands at 215.2 billion dollars, with year-to-date inflows amounting to 29.4 billion.

CoinShares: a point of reference for investors

CoinShares confirms itself as the leading European investment company in digital assets, offering solutions for both institutional and private investors. Since 2013, the company has increasingly brought crypto-assets closer to traditional markets, being the first to launch a bitcoin ETP in Europe

CoinShares is regulated by prominent authorities such as the Jersey Financial Services Commission, the Autorité des marchés financiers in France, and the Financial Industry Regulatory Authority in the United States. The company is listed on both Nasdaq Stockholm (ticker CS) and US OTCQX (ticker CNSRF).

Prospects and signals from the market

Although the employment data published at the end of the week suggested a possible more accommodating approach by the Fed, the digital asset market showed a cautious reaction, with a temporary risk aversion. However, the resilience demonstrated by assets like Ethereum and the strength of inflows since the beginning of the year on bitcoin indicate that investor confidence remains high.

The diversification of inflows into assets like XRP, Solana, and SEI also suggests that the market is maturing, rewarding innovative projects and expanding the range of investment opportunities.

Conclusions: a phase of consolidation for digital assets

The past week marks a phase of consolidation for the digital asset market. Despite the first outflow after months of growth, the data confirms an underlying confidence from investors, with Ethereum leading in resilience and Bitcoin maintaining a central role in global portfolios. The market’s ability to absorb phases of volatility and reward diversified assets represents a positive signal for the future of the sector, awaiting the next macroeconomic developments and monetary policy decisions that will continue to influence investor sentiment.